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  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Finance representative job in Jackson, MS

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $42k-73k yearly est. 3d ago
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  • Personal Banker/Teller-Floating

    Renasant Bank 4.3company rating

    Finance representative job in Ridgeland, MS

    Job ID 2026-14990 Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc. Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved Execute and role model the Renasant service standards in every customer and teammate interaction Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships Participate in community activities as a representative of Renasant Bank; Serve as a back-up Teller or Head Teller, if needed Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions Properly complete all account maintenance activities Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations Perform other related duties as assigned Qualifications High school diploma or equivalent required, college education preferred Minimum of 1 year related customer experience and sales experience required Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations Ability to produce individual and team sales and customer experience results Ability to remain focused on customer financial needs and acts with the customers priorities in mind Knowledgeable of the financial services industry and local community to better serve the customer Effective written and verbal communication skills Attention to detail with strong record of accuracy in handling of transactions Comfortable using a variety of technology software products to process transactions Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Personal Bankers: Minimum of 2 years of successful personal sales experience Ability to handle complex transactions with limited supervision Operational strength with limited exceptions Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts For all Licensed Personal Bankers: Current State insurance license Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $28k-34k yearly est. 4d ago
  • Financial Representative Entry Level

    Fiorito Wealth Management

    Finance representative job in Madison, MS

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at Fiorito Wealth Management - Serving Northwestern Mutual in Greater Jackson! We are significantly investing in growth through the development of new internal leaders and eager to hear your story! Our District office is located: 210 Draperton Grove Ridgeland, MS 39157. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Follow this link to hear about a Day in the Life of a Northwestern Mutual Representative: **************************** Local Mississippi Charities Supported by Our District: Young Life: Consistently hosting pickelball tournaments and serving the local Board. Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives. The Mind Center: Serving the Board, supporting brain health and research efforts. Childrens Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause. Our Values: Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our teams commitment to excellence, and the deep relationships weve had the opportunity to build with our clients. SERVICE Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan. INTEGRITY Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect. DISCIPLINE Consistent, disciplined action leads to exceptional results. Our team believes in time- tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals. Meet some of our local leaders, the heartbeat of our business: Nick Fiorito, Managing Director: How long with NM? 20 years. Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system. Passions outside of business? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football. Nate Baker, Director of Operations: How long with NM? 1 year. Previous experience? COO of Learn Arena, joined NM for growth opportunities. Passions outside of business? Family, Little Lighthouse of Mississippi, running, and politics. Gates Willson, Financial Advisor: How long with NM? 5 years. Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college. Passions outside of business? Young Life, fitness, and strength training. Julie Colbert, Financial Advisor: How long with NM? 36 years. Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college. Passions outside of business? Swimming, athletics, and community service. Christopher Johnston, Wealth Management Advisor: How long with NM? 18 years. Previous experience? Old Miss graduate in Psychology, started with NM right out of college. Passions outside of business? Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting. Chase Patrizzi, Growth and Development Director, Financial Advisor: How long with NM? 9 years. Previous experience? Military background, passionately served the National Guard. Passions outside of business? Family (girl dad), Children's Hospital of Mississippi and golf. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.
    $26k-46k yearly est. 16d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance representative job in Jackson, MS

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500 - $96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 37d ago
  • Financial Advisor- Tupelo, MS

    Corebridgefinancial

    Finance representative job in Ridgeland, MS

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-LR1 #SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $31k-63k yearly est. Auto-Apply 18d ago
  • Financial Advisor- Tupelo, MS

    Corebridge Financial Inc.

    Finance representative job in Ridgeland, MS

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-LR1 #SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company
    $31k-63k yearly est. Auto-Apply 60d+ ago
  • Finance Intern

    Future Metals 4.2company rating

    Finance representative job in Pearl, MS

    Trilogy Communications Inc As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best. A Summer Experience. A Lifetime of Value. We'll meet you where you are and help you go further. This summer, we're committed to bringing early-in-career talent together, trusting you to own your work and help you level up through professional development, networking, and exposure to real-world projects. We're doing things that matter. Our wire and cable power our world. Join us as an intern and we'll help you move up and around Marmon's 120+ companies as you grow your skills. Join the Biggest Small Business You'll Ever Find. Marmon Industrial Energy & Infrastructure (MIEI) works with six specialty wire, cable, and tubing solution manufacturing companies located throughout North America. We have over 100 years of innovative engineered solutions for critical, industrial, and commercial applications. As part of Marmon, you get the best of both worlds. The strength and stability that comes with being part of Berkshire Hathaway, plus the autonomy and opportunity that comes with working at one of our 120+ companies. What You'll Do: As a Finance Intern, you will gain hands-on experience working within our finance and accounting team, contributing to key projects that support reporting requirements, monthly close activities, and process automation initiatives. This internship provides an excellent opportunity to apply your classroom knowledge to real-world accounting functions in a manufacturing environment. You'll assist in preparing and reviewing account reconciliations, performing data analytics, and supporting month-end close responsibilities. You'll also play a role in our ongoing automation and process improvement projects-validating data accuracy, verifying system functionality, and helping ensure a smooth transition to more efficient financial operations. Throughout this experience, you will gain exposure to enterprise resource planning (ERP) and financial management systems, learn GAAP-compliant accounting practices, and develop your analytical and technical skills while working closely with experienced finance professionals. This internship will give you valuable insight into how a finance department operates within a large industrial organization, while helping you build foundational skills for a future career in accounting or finance. What You'll Need: Currently pursuing a Bachelor's degree in Accounting, Finance, Business Administration, or a related field Proficiency in Microsoft Office Suite, with mid-level Excel and Outlook skills Familiarity with GAAP (Generally Accepted Accounting Principles) Strong attention to detail, accuracy, and organizational skills Ability to work independently and collaboratively within a team environment Entering Sophomore year or higher Compensation: $20-$24 per hour, commensurate with relevant experience and educational background Work Hours/Length of Program: The internship will run for 12 weeks from May to August Temporary Part/Full Time, targeting 40 hours per week Exact start and end dates are flexible based on school schedules and the needs of the business This is a paid internship Working Conditions and Physical Demands: This position is based in an office environment. Standard full-time hours at a desk or workstation Frequent computer use for data entry, reporting, and analysis Minimal lifting required Successful completion of a drug screening and a physical exam are required for this role Location: Pearl, Mississippi - Onsite Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
    $20-24 hourly Auto-Apply 16d ago
  • Private Client Banker - Greater Jackson - Jackson, MS

    JPMC

    Finance representative job in Jackson, MS

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $30k-60k yearly est. Auto-Apply 60d+ ago
  • Financial Adviser

    Crown Financial Group 4.1company rating

    Finance representative job in Jackson, MS

    Job DescriptionBenefits: Bonus based on performance Flexible schedule Opportunity for advancement Paid time off Training & development Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Responsibilities Gather information to understand each clients overall financial situation and needs and create individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain up-to-date knowledge of the market and industry trends Qualifications Bachelors degree in finance or a related field Previous experience as a Financial Adviser or related position Current certificate of qualifications (FCA, CII, DipFA, CISI, or other) Understanding of the markets financial data Ability to provide reliable, data-based financial advice Ability to explain complex financial information in simple terms Excellent negotiation, communication, and presentation skills
    $21k-32k yearly est. 17d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Zack Jordan-State Farm Agent

    Finance representative job in Jackson, MS

    Company Overview: Zack Jordan State Farm, a dynamic and forward-thinking player in the insurance industry, is actively seeking energetic and customer-focused individuals to join our team as Junior Insurance Account Representative. If you're a tech-savvy, people-oriented individual with a passion for making a positive impact, this is an exciting opportunity to launch your career in a modern and vibrant work environment. Job Description: As a Junior Insurance Account Representative, you'll be at the forefront of delivering an exceptional customer experience. Your responsibilities will include: Engaging with customers through various channels, including phone, email, and chat. Providing friendly and efficient assistance with policy inquiries, updates, and claims. Utilizing digital tools and platforms to connect with a younger demographic. Collaborating with a dynamic team to ensure timely and effective issue resolution. Proactively identifying opportunities to enhance customer satisfaction. Qualifications: Excellent communication skills, both written and verbal. Tech-savvy with a familiarity with digital communication tools. Customer-oriented mindset with a strong desire to exceed expectations. Ability to adapt to a fast-paced, evolving work environment. Previous customer service experience is a plus, but not required. Requirements: High school diploma or equivalent; college degree is a plus. A positive and proactive attitude towards learning and growth. Familiarity with social media platforms and digital communication tools. Ability to work in a collaborative team setting. Willingness to obtain relevant insurance licenses (training will be provided). Perks for Junior Insurance Customer Service Specialists: Competitive base salary with performance-based incentives. Comprehensive benefits package, including health insurance and retirement plans. Opportunities for professional development and career advancement. Fun and inclusive work environment with team-building events. Paid company training and trips. Emphasis on work-life balance. Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you! ******************** Zack Jordan State Farm Agency is an equal opportunity employer and encourages applications from individuals of all backgrounds.
    $31k-40k yearly est. 26d ago
  • Insurance Representative

    Mississippi Sports Medicine

    Finance representative job in Jackson, MS

    The Insurance Representation role plays an integral part in the success of our large, multi-physician Orthopaedic and Sports Medicine practice, as well as our Ambulatory Surgical Center. This position may be responsible for and assigned to a variety of insurance- and revenue-related functional areas, depending on the needs of the organization and the individual's experience. The ideal candidate is a self-starter who demonstrates a strong sense of ownership and urgency regarding assigned responsibilities. This individual must be a team player with an energetic, positive attitude and a commitment to accuracy, efficiency, and collaboration. A complete list of essential functions is outlined below. Characteristics of Work This position requires strong industry knowledge of insurance processes, revenue cycle management, and best practices. The individual in this role must demonstrate initiative, accountability, and attention to detail. Collaboration with management and team members to identify and resolve issues at their source is an essential component of this position. Experience / Educational Requirements High School Diploma or equivalent required Minimum of 2 years of healthcare physician revenue cycle experience related to the duties described Orthopaedic billing experience strongly preferred Ambulatory Surgery Center billing experience strongly preferred Experience with ModMed and/or HST EMR systems strongly desired Essential Functions Demonstrate an understanding of revenue cycle-related code sets, including CPT, HCPCS, and CARC/RARC Understand managed care and governmental insurance rates and requirements related to fees and prior authorizations Maintain appropriate levels of accuracy and daily productivity Respond to patient and insurance company inquiries in a professional and courteous manner Verify insurance benefits and ensure accurate data entry Perform timely follow-up on insurance claims, including rejections and denials, to secure prompt payment Obtain and enter referrals and pre-certifications for planned services and visits Work independently while maintaining focus and efficiency Identify trends or issues impacting timely claim resolution and proactively bring them to management's attention
    $28k-34k yearly est. 9d ago
  • Relationship Banker - Downtown Jackson Branch - Jackson, MS

    Jpmorgan Chase 4.8company rating

    Finance representative job in Jackson, MS

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $28k-35k yearly est. 32d ago
  • Financial Services Representative

    Worldacceptance

    Finance representative job in Magee, MS

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 60d+ ago
  • Insurance Account Representative - State Farm Agent Team Member

    Robin Covington-State Farm Agent

    Finance representative job in Madison, MS

    Job DescriptionBenefits: License reimbursement Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Insurance Account Representative - State Farm Agent Team Member with Robin Covington - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals. In this role, youll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. Youll have the opportunity to develop professionally while contributing to the agencys success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement. RESPONSIBILITIES: Generate leads and actively pursue new business opportunities. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. Maintain accurate client records and manage policy updates efficiently. QUALIFICATIONS: Excellent communication and relationship-building abilities. Experience in sales or customer service preferred. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment.
    $31k-40k yearly est. 21d ago
  • Relationship Banker I - Float

    Trustmark 4.6company rating

    Finance representative job in Jackson, MS

    Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement. Responsibilities * Identify customer needs and make the appropriate referrals through proactive sales/service efforts * Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. * Deliver an exceptional customer experience that follows Trustmark's service standards * Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts) * Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed * Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales * Making outreach calls to customers and/or prospects * Comply with the bank's guidelines, policies, procedures, and standards of performance * Travel between branch locations * Perform additional duties as assigned Qualifications * High school diploma or GED * One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable). * Able to use basic math concepts and can handle routine transactions and close out the cash drawer * Exceptional customer service skills with the ability to learn and communicate Trustmark products * Pass appropriate assessment tests related to customer service and math skills * Able to meet sales goals in a retail environment * Basic computer skills and the ability to learn internal technology systems to perform work tasks * Strong interpersonal and communication skills both verbal and written * Time management skills * Detail-oriented with a focus on quality and accuracy * Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis * Experience in maintaining and balancing a cash drawer preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
    $28k-32k yearly est. Auto-Apply 16d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance representative job in Jackson, MS

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 38d ago
  • Relationship Banker - Greater Jackson - Jackson, MS

    JPMC

    Finance representative job in Jackson, MS

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $28k-37k yearly est. Auto-Apply 60d+ ago
  • Personal Banker/Teller-Floating

    Renasant Corp 4.3company rating

    Finance representative job in Madison, MS

    Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. * Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model * Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc. * Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved * Execute and role model the Renasant service standards in every customer and teammate interaction * Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank * Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly * Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations * Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships * Participate in community activities as a representative of Renasant Bank; * Serve as a back-up Teller or Head Teller, if needed * Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions * Properly complete all account maintenance activities * Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations * Perform other related duties as assigned Qualifications * High school diploma or equivalent required, college education preferred * Minimum of 1 year related customer experience and sales experience required * Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations * Ability to produce individual and team sales and customer experience results * Ability to remain focused on customer financial needs and acts with the customers priorities in mind * Knowledgeable of the financial services industry and local community to better serve the customer * Effective written and verbal communication skills * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Personal Bankers: * Minimum of 2 years of successful personal sales experience * Ability to handle complex transactions with limited supervision * Operational strength with limited exceptions * Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts For all Licensed Personal Bankers: * Current State insurance license * Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable * Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $28k-34k yearly est. Auto-Apply 16d ago
  • Financial Services Representative

    Worldacceptance

    Finance representative job in Yazoo City, MS

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 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.
    $15 hourly Auto-Apply 25d ago
  • Relationship Banker II

    Trustmark 4.6company rating

    Finance representative job in Pelahatchie, MS

    Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Responsibilities * Identify customer needs and make the appropriate referrals through proactive sales/service efforts. * Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. * Deliver exceptional customer experience that follows Trustmark's service standards. * Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts). * Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed. * Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales. * Making outreach calls to customers and/or prospects. * Comply with the bank's guidelines, policies, procedures, and standards of performance. * Coach and serve as a mentor to Relationship Bankers and Tellers. * Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers. * Handle the cash shipment and vault management for a branch. * Ability to handle the origination of consumer loans. * Perform additional duties as assigned. Qualifications * High school diploma or GED * 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. * Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment * Be able to register with the National Mortgage Licensing System and Registry (NMLS) * Able to use basic math concepts and can handle routine transactions and close out the cash drawer * Exceptional customer service skills with the ability to learn and communicate Trustmark products * Pass appropriate assessment tests related to customer service and math skills * Able to meet sales goals in a retail environment * Basic computer skills and the ability to learn internal technology systems to perform work tasks * Strong interpersonal and communication skills both verbal and written * Time management skills * Detail-oriented with a focus on quality and accuracy * Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis Preferred: * Prior supervisory experience in a retail or bank environment * Prior experience processing consumer or mortgage loans * 2 years of banking industry knowledge specifically of the Relationship Banker position Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
    $28k-32k yearly est. Auto-Apply 36d ago

Learn more about finance representative jobs

How much does a finance representative earn in Jackson, MS?

The average finance representative in Jackson, MS earns between $20,000 and $59,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Jackson, MS

$35,000
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