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FINANCIAL ADVISOR
Banktalent HQ
Finance representative job in Jasper, IN
JOB DESCRIPTION: FINANCIAL ADVISOR
DEPARTMENT: Financial Advisory Group
CLASSIFICATION: Exempt
REPORTS TO: Financial Advisory Group Manager
SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Satisfy client relationships and develop new business.
MAJOR DUTIES & RESPONSIBILITIES:
Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
Work with internal team to effectively coordinate delivery of an exceptional client experience.
Build and maintain relationships with prospects and existing clients.
Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
Bachelor's degree infinance or related field.
Two to five years of experience in investments preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of investment securities.
Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets
$52k-104k yearly est. 4d ago
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Market Relationship Banker
Old National Bank 4.4
Finance representative job in Huntingburg, IN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18365 Workplace Type On Site
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
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. 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!
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$17 hourly 3d ago
Financial Representative
Western & Southern Life 4.8
Finance representative job in Vincennes, IN
INDIANA-SOUTHWEST IN Default: Location : City VINCENNES The purpose of the FinancialRepresentative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The FinancialRepresentative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
* Identify market(s) and develop appropriate marketing plan.
* Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
* Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
* Adequately prepare for all appointments through established processes.
* Conduct all appointments using Western & Southern Life consultative practices and processes.
* Effectively sell insurance and investment solutions.
* Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
* Market for the purposes of developing the Western & Southern Life brand at the local level.
* Proactively develop community relationships to cultivate and strengthen presence in target market(s).
* Maintain personal contact with clients to ensure their evolving financial needs are being met.
* Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
* Accurately maintain client and company records, payments, etc., in a timely manner.
* Operate an automobile during both day and night hours.
Qualifications
* High level of integrity.
* Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
* Strong interpersonal, relationship, and influence skills.
* Effective communication skills including listening, speaking and writing.
* Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
* The ability to influence others to take needed action.
* Demonstrate personal drive and resilience to achieve goals.
* Willing and able to network for new clients.
Educational Requirements
* Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
* Working knowledge of word processing and spreadsheet applications.
* Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
* Obtain and hold State Life and Health license prior to hire.
* Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
* Access to an automobile and ability to maintain a valid driver's license.
$45k-78k yearly est. Auto-Apply 17d ago
Financial Counseling Rep I
R1 RCM 4.8
Finance representative job in Evansville, 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.
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
Abilty to be n your feet for an extended period of time.
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 $14.92 - $20.82 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
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$14.9-20.8 hourly Auto-Apply 4d ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Evansville, IN
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financialrepresentative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representativesin the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active FinancialRepresentatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$63k-111k yearly est. Auto-Apply 15d ago
Junior Trader
CGB 4.5
Finance representative job in Mount Vernon, IN
Thank you for your interest in joining our team! At CGB, you can contribute to meaningful work, grow professionally and personally, and belong in a place where everyone has a voice. Founded in 1969, CGB Enterprises, Inc. is known as an innovative and progressive leader in the grain and transportation industries. Today, CGB operates an enterprise with over 100 locations and nearly 2,000 U.S. employees overseeing a diverse family of businesses that provide an array of services for producers and logistics services for an international base of customers. The combination of our assets provides a growing organization that is celebrating over 50 years of strength and stability!
This job is primarily responsible for the execution of positions created by others. Responsibilities include processing a variety of complexities for various commodities simultaneously.
In this job, you will:
* Develop tactics to best execute trading positions.
* Maintain and develop sales opportunities while adhering to credit, quality, and cash risk limits; monitor national and international markets as well as negotiate price, specification, and delivery details.
* Negotiate price/delivery, write up logistical documents, contracts, applications, hedging transactions, and final settlements; adhering to trading and risk position limits.
* Gather and report on actionable information on crop and growing conditions, commodity movement, market, freight and logistical situations and trends throughout the world.
* Cultivate long-term relationships with customers, third party vendors, and end users to improve and expand origination and sales.
* Communicate market trends and information to regional staff; ensuring timely and quality market information.
* Other duties as assigned.
Here's what you'll need to be considered:
Education
Required - Bachelor's degree, or equivalent experience.
Experience
Required - 2 year's related Trading experience.
Knowledge, Skills, and Abilities
* Working knowledge of the entire commodity life cycle; from producer to consumer.
* Working knowledge of the basics of commodity transportation entering and exiting an elevator.
* Basic computer skills, including working knowledge of Microsoft Office Suite.
* Strong business acumen.
* Effective interpersonal, oral and written communication skills with the ability to interact with all levels of people within and outside the organization.
* Excellent consultative skills.
* Ability to maintain confidentiality and comply with all applicable regulations.
Here's additional information you need to know:
Physical Demands & Requirements
Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
The employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.
Environmental Conditions
The work environment described here are meant to be representative of those an employee would normally encounter while performing the essential functions of this job.
The physical environment requires the employee to work inside where there are limited extremes to heat and/or cold; moderate noise; a normal office environment.
Travel, up to 10%.
The expected base pay range for this role is:
$72,178.00 - $93,536.00
Actual pay offered may vary depending on multiple individualized factors, including work location, job-related knowledge, skills and relevant experience for the job. Pay amount does not guarantee employment for any particular period of time.
Are you ready to make a meaningful career move & an impact at CGB? Apply today!
Known in our industry for stability and high ethics, CGB Enterprises, Inc. offers a stellar benefits package including: an outstanding 401(k) retirement plan with company contributions, medical, prescription drug, dental, vision, life, & disability benefits, flexible spending accounts, paid leave (holidays, vacation, sick), wellness programs, recognition programs, community involvement opportunities, and much more!
CGB Enterprises, Inc. is an Equal Opportunity Employer. EEO is the Law links in English or Spanish. We are unable to legally hire anyone who is not eligible to work in the United States nor are we able to sponsor visas.
The above is intended to describe the general content of and requirements for the performance of this position. It should not be construed as a detailed description of all the work requirements that may be performed in the job.
All Third Party Agencies, Headhunters, and Recruiters
CGB Enterprises, Inc. and its Subsidiaries only forms contracts with recruiters with whom we have an established relationship and with whom we have in place a signed contract. All contact from third parties must go through our Human Resources Department. Any contact made outside of our Human Resources Department by a third party will cancel any future business relationships between the third party and CGB Enterprises, Inc. and its Subsidiaries.
$72.2k-93.5k yearly Auto-Apply 10d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance representative job in Evansville, IN
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 17d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance representative job in Evansville, IN
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience infinancial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 37d ago
FINANCIAL ADVISOR
Springs Valley Bank 3.4
Finance representative job in Jasper, IN
JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business
MAJOR DUTIES & RESPONSIBILITIES:
* Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
* Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
* Work with internal team to effectively coordinate delivery of an exceptional client experience.
* Build and maintain relationships with prospects and existing clients.
* Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
* Bachelor's degree infinance or related field.
* Two to five years of experience in investments preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
* Knowledge of investment securities.
* Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets
$75k-117k yearly est. 60d+ ago
Impressment Banker
Casino and
Finance representative job in Evansville, IN
Why Bally's?
Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business.
With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas.
The Role:
• Performs daily drops of TRU Bill Validator (BV) and re-impressments of cash cassettes.
• Performs weekly TRU coin reconciliation.
• Performs replenishment of cash cassettes when necessary due to patron business.
• TRU cart operation, loading of cassettes
• Must be able to perform other necessary physical actions of TRU responsibilities.
• Accurately redeems guest's gaming chips.
• Redeem guest's slot payout tickets.
• Cash guest's personal checks, electronic checks, credit card advances and markers.
• Payouts for guest prizes verifying all appropriate identification.
• Pay/reimburse jackpots for Slot Hosts.
• Redeem chips and make change for Food & Beverage staff and any other Team Member transactions as deemed appropriate by Casino Management.
• Must be able to stand and walk for prolong periods of time (7+ hours).
• Knowledgeable of the Indiana Gaming regulations as well as the company's internal controls, policies, and procedures.
• Knowledgeable of Title 31 Bank Secrecy Act for large cash transactions and recording/reporting requirements.
• May redeem guest's Sports Book Tickets while adhering to all company, gaming, and Title 31 regulatory requirements.
• Always follow the Company Service Standards model.
• Must be able to work a variety of hours, holidays, and weekends as necessary.
• Must be available for regularly scheduled work.
• Performs other duties as assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have working knowledge of Microsoft Office products. Ability to learn multiple gaming software applications. Ability to learn software applications quickly.
What's in it for you:
· Competitive Salary with annual performance reviews
· Comprehensive health coverage plan that includes medical, dental, and vision
· 401(K)/ Company Match
· Access Perks and Childcare discounts
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Let Bally's Bet on You - We can't wait to meet you!
$34k-66k yearly est. 16d ago
Video Banking Specialist
German American Bancorp, Inc. 4.5
Finance representative job in Evansville, IN
Job Title: Video Banking Specialist Summary of Duties and Responsibilities: As a Video Banking Specialist, you will help customers complete various transactions, solve routine problems, and serve as a line of defense for the bank and customers to control risk and promote security controls and so much more.
What You'll Do:
* Day in the Life - Your focus will be supporting our external customers in a variety of ways including engaging in meaningful conversations to verify account information, perform loan and deposit transactions, answering online chat requests, miscellaneous reporting, reaching out to customers to offer solutions, uncovering needs, and more.
* You're Part of a Team - You are a member of the video banking team. You will work closely with the Contact Center including the opportunity to cross train as a call center agent. This position reaches across the organization as you connect clients to departments throughout the company. This role offers amazing insight into the world of banking behind the scenes and our local operations.
* And you have to be able to juggle - Multiple and conflicting priorities will come up under specific time constraints. In concert with your leader and other team members, you have to be quick to act when issues arise.
What it Takes:
* Ability to: communicate effectively (written and verbally), maintain confidentiality, multitask, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Attention to detail and ability to work well in teams and individually.
* Proficiency in Microsoft Word and Excel
Bonus Points:
* Previous customer service experience in a professional setting
* Bilingual/Multilingual
* Knowledge of Banking
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
4424 Vogel Rd
Evansville, Indiana, 47715
United States
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
$40k-46k yearly est. 36d ago
Insurance Account Representative - State Farm Agent Team Member
Chad Mabry-State Farm Agent
Finance representative job in Evansville, IN
Job DescriptionBenefits:
Simple IRA (matching)
Bonus based on performance
Paid time off
ROLE DESCRIPTION: Chad Mabry - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success each and every day.
Work alongside your agencys team to ensure successful long-lasting customer relations.
QUALIFICATIONS:
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Ability to effectively relate to a customer
Property & Casualty license
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Licensing reimbursement after 3 months
Signing bonus for pre-licensed professionals
$32k-42k yearly est. 3d ago
Impressment Banker
Bally's Corporation 4.0
Finance representative job in Evansville, IN
Why Bally's? Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business.
With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas.
The Role:
* Performs daily drops of TRU Bill Validator (BV) and re-impressments of cash cassettes.
* Performs weekly TRU coin reconciliation.
* Performs replenishment of cash cassettes when necessary due to patron business.
* TRU cart operation, loading of cassettes
* Must be able to perform other necessary physical actions of TRU responsibilities.
* Accurately redeems guest's gaming chips.
* Redeem guest's slot payout tickets.
* Cash guest's personal checks, electronic checks, credit card advances and markers.
* Payouts for guest prizes verifying all appropriate identification.
* Pay/reimburse jackpots for Slot Hosts.
* Redeem chips and make change for Food & Beverage staff and any other Team Member transactions as deemed appropriate by Casino Management.
* Must be able to stand and walk for prolong periods of time (7+ hours).
* Knowledgeable of the Indiana Gaming regulations as well as the company's internal controls, policies, and procedures.
* Knowledgeable of Title 31 Bank Secrecy Act for large cash transactions and recording/reporting requirements.
* May redeem guest's Sports Book Tickets while adhering to all company, gaming, and Title 31 regulatory requirements.
* Always follow the Company Service Standards model.
* Must be able to work a variety of hours, holidays, and weekends as necessary.
* Must be available for regularly scheduled work.
* Performs other duties as assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have working knowledge of Microsoft Office products. Ability to learn multiple gaming software applications. Ability to learn software applications quickly.
What's in it for you:
* Competitive Salary with annual performance reviews
* Comprehensive health coverage plan that includes medical, dental, and vision
* 401(K)/ Company Match
* Access Perks and Childcare discounts
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Let Bally's Bet on You - We can't wait to meet you!
$32k-38k yearly est. 17d ago
Digital Banking Specialist
Heritage Federal Credit Union 3.8
Finance representative job in Newburgh, IN
Heritage Federal Credit Union, a Readers' Choice Best Credit Union gold award recipient, is growing thanks to our focus on helping our members and the community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. As we continue to expand, we are searching for a Digital Banking Specialist to join our amazing team!
The Digital Banking Specialist is responsible for assisting members and internal staff with digital banking inquiries and issues. This role includes performing daily processing tasks to ensure the proper functionality of digital banking services, while delivering professional, accurate, timely, and courteous support to both internal and external members.
What you'll do:
* Ensures member and staff inquiries are resolved accurately and promptly, using appropriate escalation to Digital Banking Specialist II, III, or management when necessary.
* Verify that digital banking, bill payment, and ATM systems and terminals are functioning according to company standards, and promptly notify management of any connectivity issues.
* Read and reply to digital banking secure messages in a timely and accurate manner.
* Assist members with unlocking Digital Banking accounts.
* Create tickets/troubleshooting as needed for the Digital Banking Platform.
* Process incoming and outgoing wire transfers in accordance with assigned limits and within HFCU policies and procedures. Report suspicious wire activity to management.
* Perform ATM dispute processing in accordance with regulations and HFCU policies and procedures.
* Perform all other digital banking duties as assigned by management.
Qualifications/Experience Required:
* High school graduate or equivalent.
* Basic knowledge of digital banking practices and policies.
* Good interpersonal skills.
* Excellent communication skills
About Heritage Federal Credit Union
Heritage Federal Credit Union is a full-service financial institution with over $1 billion in assets and serves more than 65,000+ members in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, or Harrison Counties inIndiana; or Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, or Crittenden Counties in Kentucky; or Lawrence, Wabash, White, Gallatin or Hardin Counties in Illinois. As a nonprofit, credit unions provide low-cost financial services to their members and are mission driven. Founded in 1965, Heritage Federal is committed to improving daily lives of those we live and work with, providing members the best financial products and services, and giving back to the local communities through donations, sponsorships, and volunteerism. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE
$35k-44k yearly est. 32d ago
Relationship Banker I, PT
Field & Main Bank 3.9
Finance representative job in Evansville, IN
Relationship Banker I, PT DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager / Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Part Time EEO Classification: 5 Administrative Support Workers JOB GRADE: C HOURS: Regular part-time, less than 30 hours/week. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. EDUCATION & EXPERIENCE:
High school diploma or equivalent
Attend and complete Field and Main University courses
Prior customer service experience preferred
Cash handling/teller experience preferred
Understanding of basic mathematical skills
Good interpersonal communication and computer skills
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manage large sums of currency with accuracy.
Receives cash and checks for deposits to accounts, verifies amounts, examines checks for proper endorsements, and enters transactions correctly into bank's computer system.
Examines identification and verifies validity.
Examines checks deposited and determine proper funds availability based on regulation requirements and completes hold notices accurately.
Processes large commercial deposits.
Processes savings withdrawals.
Processes loan payments: verify payment amounts and applies payment to loan accordingly.
Identifies counterfeit currency.
Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud.
Issues cashier's checks, redeems U.S. savings bonds, processes safe deposit box payments, processes credit card payments and issues gift cards.
Buys and sells currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
Knowledgeable of products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to: refer customers to the proper department for issues that cannot be resolved in retail.
Promote and cross-sell bank products and services.
Identifies and attempts to correct any discrepancies found in customer information files (CIF).
Assists in opening and closing of vault and night depository.
Balances cash drawer daily.
Balances TCR daily.
Participates in product training meetings.
Researches any outages and reports any unresolved discrepancies to the supervisor.
Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
Opens and closes the bank by following established security procedures.
Lives and represent the Field and Main culture and brand.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other duties as assigned.
COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.
Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills.
Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision.
Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks.
Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners.
Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance.
Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job.
Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information.
ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs.
This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job
descriptions and duties may be modified when deemed appropriate by management.
03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled
$32k-38k yearly est. 60d+ ago
Insurance Account Representative - State Farm Agent Team Member
Marcy King-State Farm Agent
Finance representative job in Fort Branch, IN
Job Description*Now Inviting Candidates to Apply* Join a winning insurance and financial services team at Marcy King State Farm. Apply for this sales position and be coached to earn a high level based on your hard work. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens. This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers and prospects as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Love for providing a high level of customer service
Confidence in dealing with the public (Previous sales experience preferred but not required.)
Able to obtain Property/Casualty License & Life/Health License
Excellent communication skills - written, verbal, and listening
People-oriented
Proactive in problem solving
Interested in marketing products and services based on customer needs
Competitive & goal-oriented
Thrive in a fast-paced environment
BENEFITS:
Salary plus commission/bonus
Great bonus potential for top performers
Paid time off (vacation, sick time and holidays)
Flexible hours
Growth potential/Opportunity for advancement within my office
Extensive training available
Employees should expect to make between $40,000 - $100,000+/year depending on individual results.
$32k-42k yearly est. 4d ago
Personal Banker Associate I - West Side
Fifth Third Bank, N.A 4.6
Finance representative job in Evansville, IN
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
+ Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
+ Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
+ Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
+ Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
+ Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
+ Provide guidance to CSRs with respect to the sales and referral process.
+ Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
+ Act with confidence by answering customer questions and owning customer issues.
+ Maintain a position of trust and responsibility by keeping all business confidential.
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
+ Adhere to established policies and procedures while opening/servicing the full range of Retail products.
+ Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
+ Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
+ Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or work experience providing transferrable skills, or, combination of education and experience.
+ Experience in the financial industry preferred.
+ Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
+ Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
+ Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
+ Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
+ This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
+ Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker Associate I - West Side
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Evansville, Indiana 47712
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$32k-38k yearly est. 60d+ ago
Insurance Account Representative - State Farm Agent Team Member
Candace Crossan-State Farm Agent
Finance representative job in Owensboro, KY
Job DescriptionBenefits:
Bonus based on performance
Paid time off
401(k)
State Farm Insurance Agent Candace Crossan located in Owensboro, KY is seeking an outgoing, career-oriented professional to join their team. Candace Crossan State Farm Insurance Agency is searching for a competitive producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance and Financial Services Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with customers, identify their needs, and market products or services that maximize value.
ROLE DESCRIPTION:
As Account Representative - State Farm Agent Team Member for Candace Crossan State Farm Insurance Agency, you are vital to our daily business operations and success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
Provide prompt, accurate, friendly, cost-effective sales service by responding to inquiries regarding insurance availability, eligibility, coverages, and payment plans and procedures.
Be knowledgeable of all products offered.
Pivot for sales opportunities and referrals with each transaction.
Meet individual sales goals as directed by Agent.
Prepare forms, policies, and endorsements when required.
Proactively contact prospects and current policyholders for sales appointments.
Perform other related duties as assigned by the agent.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Strong listening, oral and written communications skills.
Initiative and Self Reliance: make decisions on a timely basis and take necessary actions without direction from others.
Goal oriented: highly motivated and resourceful to achieve results.
Ability to learn and apply product and customer knowledge to professionally service and assist in the marketing of State Farm products.
Ability to pay close attention to detail and accuracy.
Ability to create and maintain business relationships with prospects and policyholders.
Proven track record of trustworthiness, dependability and ethical behavior.
Ability to be organized, and act on several activities concurrently and effectively.
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Self-motivated
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
As an Agent Team Member, you will receive:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Training & development
Valuable experience
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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.
$30k-39k yearly est. 19d ago
Insurance Account Representative - State Farm Agent Team Member
Anne Boyd-State Farm Agent
Finance representative job in Henderson, KY
Anne Boyd - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
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
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
License reimbursement
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
State Farm experience preferred
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.
$30k-39k yearly est. 21d ago
Main Banker, Cage
Churchill Downs Inc. 4.6
Finance representative job in Owensboro, KY
ORPORATED Headquartered in Louisville, Kentucky, Churchill Downs Incorporated has expanded through the development of live and historical racing entertainment venues, the growth of the TwinSpires horse racing online wagering business and the operation and development of regional casino gaming properties. Churchill Downs Incorporated is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision.
JOB SUMMARY
The Cage Main Banker plays a critical role in the financial integrity of the gaming facility by accurately distributing funds to internal departments and performing complex cashiering duties. This position is responsible for reconciling and verifying large volumes of incoming and outgoing funds while maintaining detailed records and compliance with all applicable policies, regulations, and controls. The ideal candidate demonstrates high attention to detail, integrity, and exceptional money-handling skills in a fast-paced environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Distribute money to internal departments and verify the accuracy of all monetary transactions.
* Accurately perform daily balancing of the main bank, including large cash counts and documentation.
* Maintain and update records such as Multiple Transaction Logs (MTL), Negotiable Instrument Logs (NIL), Currency Transaction Reports (CTR), and Suspicious Activity Reports (SAR).
* Complete drop and kiosk procedures, including replenishing, loading/unloading, and transporting cassettes and cash.
* Sort, bundle, and bag paper currency and coins for deposit or redistribution.
* Rotate currency by strap date and ensure proper labeling with initials/ID numbers.
* Load and unload ATM and kiosk machines, generating and reviewing related reports.
* Follow all department policies, safety procedures, and regulatory requirements.
* Request supervisory support when appropriate and escalate issues as needed.
* Promote a collaborative work culture, offering support to team members and contributing positively to team goals.
* Display flexibility by working required shifts including weekends, holidays, and nights.
REQUIRED SKILLS AND ABILITIES
* Strong mathematical aptitude and ability to accurately count and handle large sums of money.
* Proficiency in cash handling procedures and understanding of financial compliance reporting.
* Ability to operate currency counters, coin sorters, and other cage-related equipment.
* Strong organizational and recordkeeping skills with keen attention to detail.
* Demonstrated reliability, trustworthiness, and ability to handle sensitive financial transactions with discretion.
* Excellent interpersonal and communication skills; ability to work collaboratively in a team setting.
* Ability to multitask, stay focused under pressure, and meet deadlines in a fast-paced environment.
EDUCATION AND EXPERIENCE
* High school diploma or equivalent required.
* Minimum one (1) year of cash handling experience or equivalent financial work experience.
* Prior experience in gaming operations or financial services is preferred.
* Must be able to obtain and maintain a valid Kentucky gaming/racing license.
* Must be 21 years of age or older to apply.
PHYSICAL REQUIREMENTS & WORKING CONDITIONS
* Regularly required to stand for extended periods, use hands and fingers, reach with arms, and communicate clearly.
* Occasionally required to sit, stoop, or crouch.
* Must occasionally lift and/or move up to 10 pounds.
* Visual requirements include close, distance, color, peripheral, and depth perception.
* Work environment varies between moderately quiet office settings and loud gaming floor conditions.
* Exposure to cigarette smoke may occur when working on the gaming floor.
* Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
CHURCHILL DOWNS INCORPORATED
Churchill Downs Incorporated ("CDI") (Nasdaq: CHDN) has been creating extraordinary entertainment experiences for over 150 years, beginning with the company's most iconic and enduring asset, the Kentucky Derby. Headquartered in Louisville, Kentucky, CDI has expanded through the acquisition, development, and operation of live and historical racing entertainment venues, the growth of online wagering businesses, and the acquisition, development, and operation of regional casino gaming properties.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Work With Us
Churchill Downs Incorporated is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision.
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How much does a finance representative earn in Evansville, IN?
The average finance representative in Evansville, IN earns between $24,000 and $78,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Evansville, IN
$43,000
What are the biggest employers of Finance Representatives in Evansville, IN?
The biggest employers of Finance Representatives in Evansville, IN are: