Associate Financial Advisor
Finance representative job in Muskogee, OK
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1010 N Main, Muskogee, OK
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $61800.00
Hiring Maximum: $65600.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
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.
Associate Financial Advisor
Finance representative job in Tulsa, OK
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 4200 E Skelly Dr Suite 150, Tulsa, OK
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65000.00
Hiring Maximum: $69100.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
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.
Sales Representative - Luxury Travel Incentives
Finance representative job in Edmond, OK
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Sales Representative
Finance representative job in Arkansas
Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business.
Advantages of working with us:
- Monday-Friday business hours - enjoy true work-life balance
- Unlimited earning potential with commissions, bonuses, renewals, and stock
- Represent a Fortune 500 company trusted by businesses nationwide
- Award-winning training, tools, and mentorship
- First 3-month bonus incentives available*
- Offer value-added services (telehealth, healthcare navigation, financial wellness tools)**
Responsibilities & requirements:
- Advise employers on benefits, needs and customized solutions
- Conduct consultations, product demos, and enrollments virtually or in person
- Build long-term relationships and provide excellent post-enrollment service
- Collaborate with teams for training, development, and support
- Strong consultative, communication, and relationship-building skills
- Background in B2B sales, HR, or client-facing consulting preferred, but not required
- Must be 18+ and authorized to work in the U.S.
- Entrepreneurial mindset and self-starter mentality
About Aflac:
At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills.
*This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock.
**Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.
Aflac Benefits Advisors are independent contractors and are not employees of Aflac.
Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York.
Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
Legal Sales Representative
Finance representative job in Tulsa, OK
APPLICATIONS RECEIVED THROUGH THIS SYSTEM AND THAT DO NOT FOLLOW THE INSTRUCTIONS WILL NOT BE CONSIDERED.
Do you want to "Make Law Easy" for Oklahomans with family law or criminal cases?
The Wirth Law Office is a business-driven family law and criminal defense firm that is on track for aggressive growth, and we need an experienced salesperson to join our team and work directly with the owner and attorneys to support the team and help clients. We want to be known for helping clients navigate complicated legal matters and come out of an extremely emotional process feeling as though they are a better person, in a better position, and that they had a team behind them that really cared and fought for them.
We are growing fast, and we need a salesperson who can hit the ground running.
Do you want to work with a team of "A" players who care as much as you do about your work and helping clients? If so, prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph, explain what you believe are the 3 most important qualities needed in someone who works with family law clients and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular ad. As a closing sentence, please write, "I have read the instructions contained in the job posting and have followed the instructions."
Email your resume and cover letter in PDF format to **************************. The subject line of the email should have your last name (all caps), followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps. For example: "SMITH Salesperson AWESOME." We look forward to reviewing your application.
APPLICATIONS RECEIVED THROUGH THIS SYSTEM AND THAT DO NOT FOLLOW THE INSTRUCTIONS WILL NOT BE CONSIDERED.
Compensation: $55,000 base plus commission. Employer-sponsored health insurance.
Compensation:
$55,000 base plus bonus
Responsibilities:
This position will be responsible for important work, including:
Receiving and returning calls from potential family law and criminal defense clients.
Balancing availability for meetings with prospective new clients as well as following up with potential clients who said "no" and with current clients to conduct quality control calls and interviews.
Keeping detailed notes in a centralized database.
Being a team player and covering for your fellow salespeople to help our firm help our prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
Follow up with potential clients who have not yet been retained.
Follow up with current clients at set milestones during their case or matter.
Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines" experience.
Utilizing a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services.
Updating our CRM system with details of all interactions with prospects and clients in a timely manner.
Staying current with bar rules, legal industry trends, and information.
Qualifications:
If the statements below apply to you, then you may be our next salesperson:
A strong interest in consultative solutions selling.
Proven track record utilizing a consultative sales approach.
A proven track record with sales ($750,000+ per year).
Demonstrated, proven success in lead generation, prospecting, contract negotiation, and closing customers.
Experience with Salesforce/HubSpot/Infusionsoft/Zoho or other CRM, particularly reporting.
Independent, self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills.
Proactive, can-do attitude, with great follow-through and resourcefulness, along with attention to detail.
Strong communication and interpersonal skills with the ability to be personable yet persistent.
Knowledge of the legal industry is an asset (but not a requirement).
Real-life experience & a few "battle scars" to give you empathy and understanding is an asset.
Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
About Company
At Wirth Law Office, our mission is simple but powerful: Make Law Easy for Oklahomans with Family Law cases, Criminal cases, or Small Businesses. We understand that the legal system can be overwhelming, so we work every day to make the process clearer, more accessible, and more successful for clients.
We are a values-driven firm built on aggressive advocacy, client-centered service, and a commitment to excellence. Our attorneys are backed by skilled legal teams, proven systems, and strong leadership that fosters growth, innovation, and a positive work culture. We don't just show up for clients-we fight for them, guide them, and empower them.
If you're looking to join a firm where your work makes a difference, your team has your back, and your career can thrive, Wirth Law Office might be the right fit for you.
#WHLAW2
Compensation details: 55000-55000 Yearly Salary
PI17fa0e35a1a6-37***********1
Personal Banker
Finance representative job in Pryor Creek, OK
Personal Banker
Compensation: $ 20/hr
Inceed has partnered with a great company to help find a skilled Personal Banker to join their team!
Join a dynamic team in a thriving banking environment where your communication skills and customer service expertise will shine. As a Personal Banker, you'll engage directly with customers, providing exceptional service and financial solutions. This is a fantastic opportunity to grow your career in the banking industry, working alongside a supportive team in a vibrant community.
Key Responsibilities & Duties:
Engage with customers to understand their financial needs
Provide tailored banking solutions and services
Manage customer accounts and transactions efficiently
Maintain accurate records and documentation
Promote bank products and services to customers
Ensure compliance with banking regulations and policies
Required Qualifications & Experience:
Experience in banking or related financial services
Strong communication and interpersonal skills
Ability to work in a fast-paced environment
Attention to detail and accuracy in transactions
Nice to Have Skills & Experience:
Previous experience as a teller or similar role
Knowledge of banking products and services
Proficiency in financial software and tools
Perks & Benefits:
This opportunity includes a comprehensive and competitive benefits package-details will be shared during later stages of the hiring process.
If you are interested in learning more about the Personal Banker opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
#INDTUL
Personal Banker
Finance representative job in Siloam Springs, AR
Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
I'm Outstanding! Consider Me for Future Roles!
Finance representative job in Tulsa, OK
Thank you for exploring opportunities at Spherexx! Didn't spot your dream role because it's currently occupied? Or perhaps you're a student looking for an assessment of your resume to identify any skills gaps? Whatever your situation, we want to know about it.
At Spherexx, we're continually growing and scouting for fresh talent. If you'd like a chance to be notified of exciting roles
before
they go public, this is your gateway. Submit your resume here, and our dedicated hiring team will ensure your details are aligned with upcoming positions that match your skills and aspirations.
To help us get a better sense of your fit for potential roles, we might ask you to complete some job-specific questionnaires. This step will not only give you a head start but will also make our hiring process more seamless and efficient.
Stay Connected! Follow us on LinkedIn and Facebook to be in the loop with all things Spherexx:
Facebook: Spherexx Careers
LinkedIn: Spherexx LinkedIn
One Last Tip: During your job hunt, remember to check your spam folder regularly. Recruitment emails often end up there, and we wouldn't want you to miss out on a golden opportunity!
Financial Counseling Representative I
Finance representative job in Tulsa, OK
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.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status.
For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#healthcare #customerservice #financialcounseling #rcm #insurance #hospital #medicaid
#LI-TJ2022
Auto-ApplyAssistant Trader
Finance representative job in Tulsa, OK
Angott Search Group is pleased to partner with a financial planning firm in Oklahoma, in their search for an Assistant Trader. This full-time, on-site role is essential for supporting the firm's day-to-day trading operations. You'll be involved in trade execution, order management, and portfolio rebalancing, working in a dynamic, fast-paced environment.
You'll also work closely with the investment team to analyze market trends, contribute to the development of investment strategies, and ensure the firm's trading activities are executed efficiently. This position requires a high level of attention to detail and strong collaborative skills.
What You'll Do
Support daily trading activities, including executing trades and managing orders.
Assist with portfolio rebalancing to align with investment strategies.
Collaborate with the investment team to analyze market trends and contribute to strategy development.
Work effectively with team members, ensuring seamless communication and support for all trading operations.
Qualifications
Strong analytical and problem-solving skills.
Experience in trade execution and order management.
Knowledge of financial markets and investment principles.
Proficiency in trading platforms and portfolio management software.
Excellent communication and interpersonal skills to work effectively in a team.
Attention to detail with strong organizational skills.
Bachelor's degree in Finance, Economics, or a related field.
Series 65 Licensure.
Experience with trading Mutual Funds, ETFs, Treasuries, and Options is preferred.
Financial Clearance Representative (AR)
Finance representative job in Little Rock, AR
We are looking to grow our team! RevCycle has been in business for over 30 years, and we are extremely focused on developing our employees allowing them to reach their full potential! Work remotely
or
from our Marshfield, WI office location.
Position Summary:
This position is responsible for managing pre-service insurance reviews for our healthcare clients. Representatives will work in a company office or home office environment. The Representative will manage inquiries and concerns related to insurance with the goal of processing each account with accuracy to facilitate successful insurance registration and claims processing. They will learn through classroom training, on-the-job experience and management guidance. They will operate with minimal management guidance to exceed Key Performance Indicators for incoming and outgoing calls, and call review scores. This role is expected to follow company and client policies, procedures, and applicable laws.
Hours: Full Time, Mon-Fri 8:00 AM-5:00 PM CST (9:00 AM-6:00 PM EST)
Benefits:
Paid Medical insurance includes personalized assistance to select from any qualified options in the marketplace. This enables you to select a plan which is most likely to enable you keeping coverage for things most important to you (i.e., Dr., clinic, meds).
Additional options for Dental/Vision, paid short-term disability and life insurance benefits.
Generous PTO (3 weeks per year) plus holiday pay and make-up time benefits begin within month three of employment
401K
Company shares profits through an annual discretionary bonus which employees can have in full or deposit (some or all) into their 401k.
Essential Duties and Responsibilities:
Take calls from patients, insurance companies, and other outside facilities to resolve complex insurance issues
Answers insurance questions on eligibility issues
Uses of required scripts/verbatims, skillfully navigating guidelines to maximize potential recovery on each call
Meets Key Performance Indicators for accuracy in navigating health plans, outbound calls, and inbound calls.
Maintains and performs working understanding of account documentation requirements including notes and codes, making few errors, and requiring less assistance
Skillfully works within the systems and programs used for client services in real time
Adheres to company Core Values and Strategic Anchors
Exceeds performance threshold in annual and/or other performance reviews
Required Knowledge, Skills and Abilities:
Prior work experience in a call center and healthcare customer service setting is preferred
Familiarity with Artiva and Cerner Soarian application is preferred
Working knowledge of medical billing and coding is preferred
Prior work experience in a medical office and/or general understanding of health insurance is preferred
Prior Supervisory experience is welcome in this growing company
Able to communicate clearly, both verbally and in writing, and utilize proper grammar and telephone etiquette and provided electronic tools
Able to navigate multiple computer applications and databases.
Able to communicate on the phone and navigate multiple computer systems simultaneously
Reliable and responsible. Arrives on time and uses time productively
Possesses and demonstrates professional judgement and client services business acumen
Understands sensitive personal information (SPI) and sensitive consumer information (i.e., Protected Health Information (PHI)) while maintaining the confidentiality of this information
Able to use tools provided to compute basic math calculations using addition, subtraction, multiplication, division, and percentages
Self-motivation and committed to career success
Education and Experience, Other:
High School Diploma or equivalent (i.e., GED) required.
Work Environment:
Employee works in a company office and/or home office and sits at a desk during regularly scheduled work hours. Employee will work with an online team utilizing screen monitoring and/or video conferencing. Employee answers and makes telephone calls using a computerized telephone; types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources. Employee may occasionally be required to stand or walk short distances along with bend or twist to access lower and higher desk drawers.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Fort Smith, AR
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development
ROLE DESCRIPTION: As an Insurance Account Representative for Keith Hurst State Farm, you are vital to our daily business operations and customers 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.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Fort Smith, AR
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As an Insurance Account Representative for Sean Whetstone Insurance, you are vital to our daily business operations and customers 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.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Fayetteville, AR
Replies within 24 hours Benefits:
Health insurance
Paid time off
401(k) matching
Dental insurance
Company parties
Vision insurance
ROLE DESCRIPTION: As an Insurance Account Representative - State Farm Agent Team Member for Alex Baldwin - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client 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 better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Assist management and Sales and Customer Care Agents with daily tasks and organization
Greeting Customers in the office and answering several phone calls per day - phone etiquette is imperative.
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
Promote successful and long-lasting customer relationships.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Property and Casualty license required - can be obtained within 30 days of hire.
BENEFITS:
Paid Time Off
Salary plus commission/bonus
Health Insurance with Dental and Vision options
Growth potential/opportunities for advancement within my agency
IRA matching
Compensation: $45,000.00 - $65,000.00 per year
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Our office is located in Fayetteville, AR.
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinancial Service Representative - Float
Finance representative job in North Little Rock, AR
Overview Working at Arkansas Federal Credit Union
Who we are…
Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work.
What we offer…
Earn up to $24/hr!
NO Weekends!
Opportunity to make a difference in the lives of our members, team & communities
Learning and development opportunities
Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees
Medical, dental, vision & life insurance
Long- & short-term disability
401(k) with employer match plus additional pension plan at $0 cost to employee
Tuition reimbursement
4 weeks paid time off plus 11 paid holidays in the first year
Advancement opportunities
Arkansas Federal Credit Union membership
The role…
In this role, you are required to float to various branch locations between North Little Rock, Jacksonville, Sherwood, Cabot, and Searcy. Your home branch will be in North Little Rock. Mileage reimbursement included.
As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success.
Build positive relationships and earn member trust to retain long-term connections
Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal
Use a proven model to identify members needs in order to make financial recommendations
Member account maintenance
Guide and assist members and business partners through loan applications and other member requests
To succeed, you are...
Friendly, conversational and trustworthy
Technologically proficient
Passionate and sincerely concerned for others
Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience
Educated with at least a high school diploma or equivalent
EEO Statement
Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Auto-ApplyFinancial Service Representative
Finance representative job in Clarksville, AR
Overview Working at Arkansas Federal Credit Union
Who we are…
Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work.
What we offer…
Earn up to $24/hr!
NO Weekends!
Opportunity to make a difference in the lives of our members, team & communities
Learning and development opportunities
Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees
Medical, dental, vision & life insurance
Long- & short-term disability
401(k) with employer match plus additional pension plan at $0 cost to employee
Tuition reimbursement
4 weeks paid time off plus 11 paid holidays in the first year
Advancement opportunities
Arkansas Federal Credit Union membership
The role…
As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success.
Build positive relationships and earn member trust to retain long-term connections
Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal
Use a proven model to identify members needs in order to make financial recommendations
Member account maintenance
Guide and assist members and business partners through loan applications and other member requests
To succeed, you are...
Friendly, conversational and trustworthy
Technologically proficient
Passionate and sincerely concerned for others
Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience
Educated with at least a high school diploma or equivalent
EEO Statement
Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Auto-ApplyStudent Financial Services Representative
Finance representative job in Siloam Springs, AR
Full-time position - Posted 11/12/2025 Customer-focused team member who plays a vital role in delivering day-to-day administration and exceptional service. Consistent interaction with students and families, ensuring positive experiences and efficient operations. Assists in guiding students and families through the financial aid, billing, and collections processes from the initial FAFSA application stage to the completion of the student's file.
Role qualifications
* Strong ability to create good will with staff, faculty, and students; servant attitude.
* Ability to complete work within short deadline periods in a fast-paced environment with varied responsibility.
* Effective communicator who conveys appropriate content and tone while maintaining confidentiality and regulatory compliance.
* Commitment to the Articles of Faith, Mission, and Objectives of the University; and desires to be a role model for students by demonstrating an active Christian faith in personal example and in work related responsibilities.
Position responsibilities
* Communicates with Traditional, Online Undergraduate, and Graduate program students and parents both in-person and by telephone regarding FAFSA, financial aid, and financial account concerns.
* Responds quickly and efficiently to customer needs or operational challenges.
* Stays attentive to detail and quality standards while maintaining speed and productivity.
* Maintains a positive, energetic attitude even during busy or stressful periods.
* Oversee Colleague (electronic processing) of FAFSA associated with Colleague software, including the verification process according to federal guidelines.
* Work with admissions counselors using Slate software to track incoming students from inquiry stage to accepted stage for financial aid purposes.
* Reviews and processes FAFSAs
* Prepare student files for awarding (creating offer letters) and disbursement of aid to student accounts.
* Outside scholarship management
* Oversee billing, deposit, refund, collections, and payment schedule processes for all students.
* Perform borrower contact and other duties for administration of Perkins and JBU institution loan programs.
* Responsible for learning and implementing federal financial aid and student account regulations as set by United States Department of Education.
* Set objectives and accomplishes them without the need for frequent follow-up.
* Perform other duties as assigned
Essential skills and experience
* Customer service oriented.
* Positive countenance and consistent patience.
* Adaptability and ability to learn quickly.
* Excellent written and verbal communication skills.
* Strong computer skills.
* Effective organization, attention to detail, and accuracy.
* Ability to receive constructive feedback.
Preferred skills and experience:
* One or more years of office experience with responsibility.
* Knowledge and experience in account collections, financial customer service, or student financial aid processes.
Education
Bachelor's degree preferred.
Physical demands and work environment
* Physical demands: While performing the duties of this job, the employee is frequently required to walk; stand; sit; use hands; reach with hands and arms; balance; stoop; talk, and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
* Work environment: The noise level in the work environment is usually minimal.
This is a safety Sensitive Position as defined by the Equal Employment Opportunity Commission (EEOC). This means that the employee's inability or impaired ability to perform job-related tasks could result in a direct threat to their safety and/or the safety of others.
The employee is expected to adhere to all University policies.
About JBU
Information describing the university is available online.
Apply
To apply, please upload the following documents to the "Upload Your Documents" page:
* Cover Letter
* Your resume
* A completed and signed staff employment application (Click Here to Access the Application)
Only complete materials will be reviewed. Applicants selected for an interview will be contacted by the university.
Contact information:
Office of Human Resources
John Brown University
2000 West University Street
Siloam Springs, AR 72761
Phone: ************
e-mail: ************
Easy ApplyPrivate Banker - OKC
Finance representative job in Oklahoma City, OK
Responsibilities include developing and managing a portfolio of deposits and loans for private banking. Deposits typically include personal, business and Treasury Management needs for clients. Loans typically include consumer mortgage, commercial, aircraft, unsecured, auto and securities loans as well as the ability to creatively structure complex credit facilities to accommodate client needs.
Clients include business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This includes medical groups, law firms and accounting firms. While primarily focused on lending and banking services, a successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.
Position Requirements:
Candidates for this position must possess a minimum of 5 years' experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment.
Strong understanding of credit, complex personal and business financials and tax returns is highly preferred.
Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives.
A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree.
In addition, commensurate experience in sales/management and business development will be considered.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Maumelle, AR
Job DescriptionBenefits:
Retirement Plan Matching
Bonus based on performance
Competitive salary
Training & development
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lee Tuxhorn - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Financial Services Representative (Overstaff)
Finance representative job in Stilwell, OK
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
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