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. 3d 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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If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 2d ago
Business Banker
Horizon Bank 4.5
Finance representative job in La Porte, IN
The business banker is responsible for attracting new business clients to the bank and managing a portfolio of small business clients. This is encompassed by business loans, business deposits, and Treasury Management products/services. Develop new relationships through outside sales activities, prospecting, and community involvement. Perform all work in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs).
Principal Accountabilities
Accountable for net merchant processing income, small business deposit gathering, and small business loan production to meet or exceed budgeted financial results. Support customer service activities, loan processing, collections, risk management and compliance requirements. Provide guidance to avoid bank losses and ensure that established policies and procedures are followed.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness, and volume of sales and service activity. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through active involvement in local organizations and events.
Duties
Communicate regularly with Market President; develop and implement strategic initiatives to achieve goals
Monitor sales reports and daily sales activities to identify opportunities for cross-sell and referrals to other business lines; Call on current and potential customers to develop new business and retain or expand existing relationships
Provide management with weekly, monthly and quarterly reports as directed.
Identify quickly any issues requiring a service recovery plan, take a leadership role in providing direction or personally offer corrective action and follow up to ensure customer satisfaction.
Accountable for ensuring periodic testing of controls, documentation and reports are completed and submitted timely.
Accountable for ensuring adherence to established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
Report suspicious transactions or unusual occurrences to supervisor.
Maintain customer confidence and protect bank operations by keeping information private and confidential.
Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.
Other duties as assigned.
Qualifications & Skills
High School diploma or GED required; Bachelor's degree infinance or business preferred
3+ years' management experience in retail or financial services; banking experience preferred.
3+ years' sales experience. Sales management is a plus.
Exhibit excellent sales skills with a high level of customer service orientation. Display a friendly and personable demeanor and a high degree of integrity.
Experience managing appropriate risk and making sound decisions.
Successful candidates must have strong leadership skills, excellent interpersonal skills, and a demonstrated attention to detail. Experience with complex math functions with capacity to analyze credit and financial information.
Ability to effectively respond to customer needs and willing to solicit feedback to improve service.
Ability to present information with diplomacy and tact.
Strong knowledge of Microsoft Office software applications.
Core Competencies
Adaptability & Flexibility
Decision Making & Judgment
Consultative Sales
Results Focus
Customer Focus
Time Management
Physical Requirements
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Physical Demands:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
75% - 100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the branch.
75% - 100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone
75% - 100%
Regularly move about the branch to access areas such as office space, common areas, and printer/copier
50% - 100%
Able to remain in stationary position
50% - 100%
Able to grasp, move and sort forms and papers.
75% - 100%
Occasionally position self to reach heights between floor and 6'
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI
$42k-67k yearly est. 2d ago
Personal Banker - Hamburg, Sellersburg IN - Sellersburg, IN
Wesbanco Bank Inc. 4.3
Finance representative job in Sellersburg, IN
Back Personal Banker - Hamburg, Sellersburg IN #41-8545 Sellersburg, Indiana, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Hamburg - Sellersburg, IN.
Market Louisville Work Hours per Week 37.5 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Job Description
SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross-selling of Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties may be assigned.
OTHER SKILLS AND REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Sellersburg, Indiana, United States
$31k-37k yearly est. 2d ago
Financial Representative Trainee (Sales) - Indianapolis, IN
Careers Mutual of Omaha
Finance representative job in Indiana
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a FinancialRepresentative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a FinancialRepresentative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Fair Chance Notices
$36k-75k yearly 60d+ ago
Financial Representative
Empire Growth Partners/Northwestern Mutual
Finance representative job in Crown Point, IN
As business owners, FinancialRepresentatives at Northwestern Mutual - Crown Point help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a FinancialRepresentative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representativesin 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, SIE, Series 6, Series 63, CFP , and more
NM-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
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
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.
1 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.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
$34k-66k yearly est. 40d ago
Financial Representative | Springfield, IL
RK Partners 4.6
Finance representative job in Indiana
Job DescriptionAbout the job
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
About you
Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.
Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.
Experience in the Finance and Insurance industry - for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities!
Responsibilities
Work with current or new members to provide them information about the financial services their families could utilize.
Networking with individuals throughout the community.
Continuously prospecting in order to secure appointments.
Participating in mentor-lead appointments.
Asking customers for favorable introductions.
Engaging in personal observation through the community.
Participating in fraternal activities.
Benefits and Perks
Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Non-contributory pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
$26k-34k yearly est. 18d ago
Personal Banker - Part Time
Civista Bank 3.9
Finance representative job in Milan, IN
A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.
Key Accountabilities, Responsibilities and Expectations:
Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank.
Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team.
Ensuring Operational tasks are followed & completed daily.
Execute customer requests with speed and accuracy.
Maintain cash levels and outages within the parameters of the established guidelines.
Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
Requirements:
Qualifications, Knowledge and Skills:
Customer service, sales, and cash handling experience preferred.
Excellent oral, written and presentation skills
Detail oriented with the ability to work under deadlines with frequent interruptions.
High School diploma or equivalent required.
Above average knowledge of technology and willingness to adapt to new software technologies.
Ability to work under deadlines with frequent interruption.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving objects up to 50 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time.
Please see job description
PI281270167
Job distributed by JobTarget.
$31k-38k yearly est. 2d ago
Future Positions
Reveal Risk
Finance representative job in Carmel, IN
Job Description
Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork.
If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise.
What We Look For:
Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more.
A proactive and solution-oriented mindset, with a passion for simplifying complex challenges.
Team players who thrive in dynamic, collaborative environments.
Why Join Us?
Be part of a boutique firm where your contributions make a direct impact.
Work with a team of passionate experts dedicated to delivering exceptional client results.
Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth.
Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future!
Ready to Connect?
Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking.
Powered by ExactHire:156623
$57k-103k yearly est. 18d ago
Financial Aid Representative
Pierce Mortuary Colleges
Finance representative job in Jeffersonville, IN
POSITION TYPE: Full-time
Manage and supervise all federal, state, private and institutional financial aid processed through the Financial Aid Offices at the Pierce Mortuary Colleges, Inc. Monitor federal and state regulatory updates, training manuals, audits, institutional reports, professional aid literature, etc. (e.g., Federal Register, NASFAA and others as needed.)
As a Financial Aid Representative, you will play a crucial role in assisting students and families in navigating the complex landscape of financial aid options. Your primary responsibilities will include providing personalized guidance, conducting financial aid workshops, managing scholarship programs, and ensuring compliance with federal and state regulations
RESPONSIBILITIES:
Provide one-on-one financial aid counseling to students and families, offering guidance on completing financial aid applications, understanding eligibility criteria, and exploring available options.
Conduct workshops and informational sessions to educate students and families about financial aid programs, including grants, loans, scholarships, and work-study opportunities.
Assess financial aid applications, review supporting documentation, and determine eligibility for various financial aid programs based on federal, state, and institutional policies.
Collaborate with academic advisors, admissions representatives, and other campus stakeholders to ensure seamless coordination of financial aid services and support.
Manage scholarship programs, including application processes, selection committees, award disbursement, and compliance with donor requirements.
Stay updated on changes to financial aid policies, regulations, and best practices, and communicate updates effectively to students and staff.
Assist with financial aid appeals and special circumstances requests, providing guidance and advocacy for students facing unexpected financial challenges.
Maintain accurate records and documentation related to financial aid transactions, communications, and student interactions.
Participate in outreach efforts to recruit and retain students, promoting financial literacy and accessibility to higher education.
Foster a welcoming and inclusive environment for students of diverse backgrounds, ensuring equitable access to financial aid resources and support services
Provide overall direction for interpretation and implementation of federal, state and institutional policies; and ensure that internal processing procedures are developed to meet regulatory guidelines and requirements.
Update and prepare training materials and office procedures in accordance with regulatory changes. Timely completion and submission of all required federal and state applications and reports. Track student aid awards, and expenditures; direct the draw down and disbursement of federal, resources; report expenditures, reconcile annual fund balances, and direct refunds. Ensure exception-free financial aid audits and program reviews. Initiate controls to limit over-awards, over earnings, account adjustments, etc.; apply academic progress and certification criteria to disbursement and refund programs; utilize student records system to fully implement rules, forms, processes and reports.
Performs miscellaneous job-related duties as assigned.
ENROLLMENT MANAGEMENT & RETENTION: Provide key assistance with the attraction and retention of all students who rely on financial aid in order to access the PMC educational programs. Develop policies and strategies for utilizing aid resources that assist the institution in meeting its optimal enrollment and retention goals. Proactively assist the campus Admissions and the academic departments in their recruitment activities by providing financial aid award packages for the prospective students in a timely way; counsel current and prospective students and their families about the costs of attendance, program eligibility via needs analysis and diverse academic criteria. Ensure staff at the PMC informs students and families about application procedures, award delivery time frames, payment plan options, long term debt management
CUSTOMER RELATIONS: Develop financial aid materials (e.g. brochures and web pages) that are readily understandable and inform and educate current and prospective students about financial aid opportunities, regulations, and processes. Assure exceptional customer service to all constituents, especially students, through prompt responses to all correspondence (e.g., letters, email, surveys, reports, budget forms) and telephone inquiries.
SKILLS:
Strong understanding of federal and state financial aid programs, regulations, and compliance requirements.
Excellent communication skills, both verbal and written, with the ability to effectively engage with diverse populations.
Strong interpersonal skills, attention to detail, and a passion for helping students achieve their educational goals.
Detail-oriented with strong organizational and time management skills, capable of managing multiple priorities and deadlines.
Empathetic and student-centered approach to advising, with a commitment to providing exceptional customer service.
Proficiency infinancial aid management software, databases, and Microsoft Office suite.
Commitment to upholding ethical standards and confidentiality in handling sensitive financial information.
Ability to work collaboratively in a team environment while also demonstrating initiative and autonomy.
Knowledge of federal and state regulatory guidelines and requirements. Experience with need analysis, counseling and packaging financial aid. Ability to work under pressure to meet timelines and objectives, and deal effectively with a diverse student body.
QUALIFICATIONS:
Associates degree in a related field such as education, counseling, finance, or business administration.
A minimum of 1 year experience infinancial aid administration, student services, or higher education advising.
Requirements are commensurate with education and experience.
WORKING CONDITIONS:
Work is normally performed in a typical interior/office work environment.
Light physical effort. Requires handling of average-weight objects up to 10 pounds or some standing or walking.
Limited exposure to physical risk.
Pierce Mortuary Colleges (PMC) is committed to fostering diversity and inclusivity, adhering to Equal Opportunity Employment principles and prohibiting all forms of discrimination and harassment. Emphasizing merit, competence, and performance, PMC ensures fair employment practices at all levels, without regard to race, color, religion, sex, sexual orientation, gender identity or expression, familial status, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. The organization recognizes the value of a diverse workforce in enhancing the quality of its services and endeavors to provide reasonable accommodations for individuals with disabilities to perform essential job duties effectively.
Salary Description $45,000 -
$45k yearly 60d+ ago
Inbound Financial Sales Representative
Group1001 4.1
Finance representative job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
How You'll Contribute:
* First line of client facing contacts on incoming calls, Phone Sales and Support
* Provides product and illustration sales support
* Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
* Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
* Generate illustrations and webinars from the incoming calls
* Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers
* Resolves client concerns
* Responds to voicemail/email requests
* Fulfills literature requests
* Participates in team meetings and training programs
* Identifies client situation and present options available
* Maintains integrity of broker database
* Demonstrates knowledge of Delaware Life's products
* Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
* Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
* Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
* Productively work together and collaborate with other home office departments
* Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
* Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
* Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned
What We're Looking For:
* Bachelor's degree or equivalent experience
* At least 2 years of sales, marketing, or customer service experience in the financial services industry
* Strong knowledge of annuity, insurance or investment products preferred
* Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 4 months of hire
* Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
* Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
* Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
* Working knowledge of office automation tools; experience with contact management tools a plus
* Organizational, communication (verbal and written)
* Problem solving, mathematical, statistical, and analytical
* Strong interpersonal, telephone and presentation skills
* Ability to adapt quickly to change and consistently demonstrate strong attention to detail
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-LG1
$35k-56k yearly est. Auto-Apply 60d+ ago
Banker I
Citizens Bank 3.7
Finance representative job in Greenwood, IN
Summary of Job Responsibilities:
Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.
Essential Duties:
Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
Cross-sells bank services in accordance with individual and branch performance goals.
Operates in a team environment and provides excellent customer service.
Responsible for the completion of tasks necessary to secure company assets.
Uphold the customer and employee service standards established
Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.
Skills and Abilities Required:
The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
Ability to exercise critical thinking skills.
Preference of one year of experience in a consultative sales environment.
Minimum Requirements:
A high school diploma or equivalent.
The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
Successful completion of credit check, drug screen, and background check.
Flexible schedule Monday-Friday and Saturday morning availability.
Two years of customer service experience OR completion of internal Banker Pathway I.
Working Conditions:
Minimum discomfort from noise, heat, dust, and other causes.
Required to stand for long periods when providing customer services
Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
$38k-61k yearly est. 13d ago
Junior Trader
Consolidated Grain and Barge
Finance representative job in 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
Multi- Site Financial Services Representative
Worldacceptance
Finance representative job in Fort Wayne, IN
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Multi-Site Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $18
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
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.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
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.
$15-18 hourly Auto-Apply 6d ago
Main Banker- Starting at $15/hr
Full House Resorts 3.2
Finance representative job in Rising Sun, IN
Essential Job Functions:
Accept Live Gaming Device Fills and Credits, BVU and Electronic Gaming Device drop after count/verification.
Post bets from patrons and redeem Sports Wagering Operations tickets or vouchers.
Reviews and files CTR and SARC under Title 31
Re-impressment of windows and banks in the cashier cage areas.
Exchanges from all cashier cage areas.
Impresses and exchanges for the Food and Beverage Department.
Accepts and verifies Food and Beverage drops.
Responsible for preparation of bank deposits, and ordering of funds needed.
Ensures excellent relations both external and internal.
Responsible for inventory and accountability of all funds.
Accepts chip credits from window cashiers.
Reconcile fill bank.
Inputs openers and closers in the LGS computer system.
Must have ability to meet tasks and responsibilities as assigned by the Marine and/or Security departments during times of emergency or otherwise, as required of the crew of a Coast Guard certified vessel.
Other Job Functions:
Perform miscellaneous duties as assigned.
All other duties as assigned with the normal operation of a cashier's cage.
Job Qualifications:
Experience Required: One year experience in a cashiers cage or bank preferred, money handling experience imperative.
Education Required: High school diploma or equivalent preferred.
Skills, Knowledge and/or Abilities Required: Basic mathematics skills and computer skills, ability to effectively interact with people.
Licenses, Certifications, Bonding, and/or Testing Required: Indiana Gaming Commission Occupational License - Level 2.
Other Specialized Requirements: Ability to remain in one position for long periods of time, ability to lift 25 pounds frequently, ability to work any shift.
$32k-38k yearly est. 60d+ ago
Relationship Banker
Old National Bank 4.4
Finance representative job in Muncie, IN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18731 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 2d ago
Financial Representative - Crown Point, IN
Empire Growth Partners/Northwestern Mutual
Finance representative job in Crown Point, IN
Job DescriptionFinancial Representative
As business owners, FinancialRepresentatives at Northwestern Mutual - Crown Point help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a FinancialRepresentative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representativesin 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, SIE, Series 6, Series 63, CFP, and more
NM-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
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
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.
1 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.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
$34k-66k yearly est. 11d ago
Accounting and Financial Reporting Intern
Group1001 4.1
Finance representative job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
We are seeking an enthusiastic intern to join us for a 12-week program. This person will work with the Life & Annuity Accounting and Financial Reporting team on various workstreams related to the monthly closing of the Company's general ledger, quarterly financial reporting requirements, and other ad-hoc reporting tasks and projects. This position will also have opportunities to work cross-functionally with the other accounting and finance teams to gain further insight into the Life & Annuity accounting functions at Group 1001. The internship will run from May 18 to August 7, 2026.
How You'll Contribute:
* Coordination of updating monthly close calendar, both day to day tracking and rolling forward of calendar for upcoming months.
* Assist with monitoring the monthly close process through updating various reports and queries, including the balance sheet and income statement.
* Preparation of monthly journal entries, including tax entries and equity pick-up.
* Rolling forward and updating of various financial reporting templates, including quarterly and annual footnotes and audited financial statements using Workiva.
* Assist in the preparation of the second quarter financial statements using Sovos Stat Reporting Client.
What We're Looking For:
* Undergraduate students completing their sophomore or junior year are preferred.
* Major in Accounting or Finance.
* Availability to work full-time hours over the summer.
* Detail oriented with strong focus on quality of deliverables.
* Ability to prioritize and meet deadlines.
* Ability to work independently and with a team.
* Strong written and communication skills.
* Ability to establish positive relationships and work effectively with any department.
* Familiarity with Microsoft Suite (Word, Excel, Outlook, Teams, PowerPoint)
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-ES1
$30k-39k yearly est. Auto-Apply 10d ago
Multi- Site Financial Services Representative
Worldacceptance
Finance representative job in Bloomington, IN
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 (Overstaff) 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: $16 - $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.
$16-19 hourly Auto-Apply 6d ago
Relationship Banker
Old National Bank 4.4
Finance representative job in Greencastle, IN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-19014
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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