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Finance representative jobs in Logan, UT

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  • Financial Counseling Rep I

    R1 4.8company rating

    Finance representative job in Ogden, UT

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: High School Diploma or GED Excellent customer service skills Compassionate communication For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #LI-TJ2022 #healthcare #hospital #financialcounseling #rcm #banking #insurance
    $17.8-24.7 hourly Auto-Apply 60d+ ago
  • Financial Advisor

    Wealth Enhancement Group 3.8company rating

    Finance representative job in Logan, UT

    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit ************************** Our Logan Utah team has an exciting opportunity for an experienced Financial Advisor. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. This role has a flexible work arrangement, with some time spent in the office for meetings. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Manage existing client relationships to WEG's planning-based standard of identity Facilitate the financial planning process Discover a prospect or client's values, goals and objectives Understand their current financial situation Engage them in the financial planning process Prepare and conduct annual reviews, including both planning and investment topics Ensures on going client support and communication Source and close prospects Proactively follow up with clients who have not implemented financial plan Close leads provided by various WEG channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Mentor and train individuals on the team in technical areas of financial planning and client service Educate on the Wealth Enhancement Group planning process Educate on the overall financial planning matters Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing Education/Qualifications Requires a 4-year degree; business, finance, economics preferred 5 - 10 years experience in the wealth management industry servicing clients Advanced designation (CFP) strongly preferred Series 7/66 or Series 65 required Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community #LI-TO1 #LI-HYBRID IND123 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance - employer paid and voluntary options Short-term and long-term disability, workers compensation - employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at ************ Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
    $35k-67k yearly est. Auto-Apply 31d ago
  • Entry Level Insurance Representative

    R.I.S.E. Financial

    Finance representative job in Logan, UT

    Job Description Entry Level Insurance Representative Join a Purpose-Driven Team at R.I.S.E Financial If you find fulfillment in making a real difference in others' lives while striving for personal success and have a proven track record of achieving your goals, this is the role for you. At R.I.S.E Financial, we are looking for individuals who embody resilience and growth, and who are passionate about helping their community thrive. Our team believes in helping employees reach new heights while supporting businesses and individuals with the right health solutions. Your efforts will directly contribute to something much bigger than just your own success. If you're passionate about making an impact and achieving great things in the process, this role is an ideal fit. What We Offer: A Purpose-Driven Role: Your work will directly contribute to the well-being of businesses and individuals, providing the satisfaction of knowing you're making an impact every day. Growth & Development: We invest in your professional development and provide all the tools, training, and support you need to reach your personal and career goals. Collaborative Environment: Thrive in a team-oriented space where collaboration, accountability, and resilience lead to collective success. About Us: At R.I.S.E Financial, we are more than just a businesswe're a force for good in our communities, offering supplemental health insurance solutions designed to make a difference. Our core values are centered around growth, support, and service, and we believe our employees are the key to our success. If you're driven, passionate about helping others, and committed to achieving success, we want you on our team! Position Overview: As an Entry-Level Insurance Sales Representative at R.I.S.E Financial, you will play a crucial role in expanding our reach by introducing businesses to our valuable supplemental health insurance products. This role is designed for individuals who are eager to begin their sales career, learn from an experienced team, and most importantly, embrace the autonomy to shape their own success. You will be responsible for identifying new business opportunities, building meaningful relationships, and customizing solutions that meet clients' needs. With our supportive environment, you will be equipped with the training, guidance, and resources to grow and achieve your professional goals. Key Responsibilities: Identify and engage with potential business clients who would benefit from supplemental health insurance products. Build strong relationships with decision-makers by understanding their needs and presenting tailored solutions that effectively communicate the value of our products while addressing their pain points. Collaborate with a growth-focused team, actively participating in sales meetings, training, and team-building events, while consistently meeting and exceeding both individual and team sales goals. Qualifications: You should have over 4 years of professional experience (post-high school) with a proven history of consistently achieving goals and delivering results. Exceptional communication, interpersonal, and relationship-building skills. A strong desire to learn, grow, and improve, coupled with resilience, determination, and the ability to stay focused in a fast-paced, sales-driven environment. A passion for helping others and making a lasting impact on businesses and communities. Benefits: Competitive weekly draw pay with commission and bonuses from day one. Quarterly and annual incentives including cash bonuses, trips, and stock options. Short sales cycle, typically less than 3 business days, meaning quicker results and rewards. CRM and training provided, with licensing reimbursement for state fees. Supportive, inclusive, and growth-focused team environment. Job Details: Job Type: Full-Time Pay: $65,000 $85,000 per year (with commissions and bonuses) Schedule: Monday to Friday (weekends as needed) Location: In-person, business-to-business environment Apply Today: Join R.I.S.E Financial and take your first step toward a rewarding career in sales! We are excited to help you rise to your potential! To learn more about us, visit our website: *****************************************
    $65k yearly 7d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Logan, UT

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $38k-66k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    First Command Financial Services, Inc. 4.7company rating

    Finance representative job in Layton, UT

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $44k-71k yearly est. 60d+ ago
  • Financial Service Representative (PT)

    Goldenwest 3.5company rating

    Finance representative job in Logan, UT

    WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding benefits, including: • Paid time-off (we pay you to take 22 days off!) • Tuition reimbursement (we pay for your tuition cost, up to the IRS maximum!) • Retirement (we pay 100% of your pension and match your 401K!) • And many, many more… If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We'd love to create a mutually beneficial partnership! WHAT WE LOOK FOR Ideal candidates will exhibit an energetic, friendly and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day and aren't afraid to grow! We are an organization of people helping people! Key Competencies • Strong ability to think critically and solve problems. • Timely and meticulous attention to verbal and written communication. • Devotion to earning and maintaining member trust. • Attentiveness to professionalism in appearance and action. WHAT YOU CAN EXPECT Our Financial Service Representatives eagerly assist members and prospective members with currency transactions, opening new accounts, and consumer loan needs. Location, Schedule Availability & Salary Information •198 North Main Street Logan, Utah • Monday through Friday 8:30 AM - 6:15 PM, rotating Saturdays 8:30 AM - 2:30 PM • Part-time, 25 hours per week • $15.00 per hour, based on experience and performance + Bonus + Incentive Essential Duties & Responsibilities • Cultivate and effectively manage long-term, trusting relationships. • Complete teller transactions. • Open new accounts. • Process consumer loan applications. • Assist members by phone while business is being developed. • Pair corresponding credit union products and services with members' financial needs. • Provide consistent member follow-up. • Comply with all regulations as required by law. • Actively participate in continuing education related to credit union career development. Experience, Education & Certification • High school diploma required • Prior retail or consumer lending experience is preferred
    $15 hourly 60d+ ago
  • Financial Services Representative (Overstaff)

    Worldacceptance

    Finance representative job in Ogden, UT

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative (Overstaff) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $17 - $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.
    $17-19 hourly Auto-Apply 42d ago
  • Financial Services Representative (Overstaff)

    World Finance 4.2company rating

    Finance representative job in Ogden, UT

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative (Overstaff) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $17 - $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.
    $17-19 hourly Auto-Apply 41d ago
  • Patient Financial Services Representative

    Franklin County Medical Center 3.9company rating

    Finance representative job in Preston, ID

    Job Title: Patient Financial Services Representative Department: Business Office Reports To: Revenue Cycle Director/Patient Service Supervisor FLSA Status: Non-Exempt Hours: 40/week Shift: Days JOB DESCRIPTION The Patient Financial Services Representative supports Patient Service Representatives and assists patients with financial inquiries related to their care. This role helps patients understand their financial responsibilities, provides clear explanations of billing statements, and facilitates payment processing. The representative ensures a positive and professional patient experience while upholding hospital policies and maintaining confidentiality. The duties listed below are intended only as illustrations of the various types of work performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to this job. Provide patient financial support Respond to patient calls and inquiries regarding financial questions, billing concerns, and account details Explain insurance coverage, out-of-pocket costs, and patient financial responsibility in a clear and compassionate manner Review and interpret billing statements, insurance explanations of benefits (EOBs), and account balances Process patient payments accurately and securely Assist patients with setting up payment plans when appropriate Document all interactions and transactions in the hospital's billing or EMR systems Work closely with Patient Service Representatives to provide support for complex billing questions Escalate issues to the Revenue Cycle Director or Patient Service Supervisor as needed Maintain strong working relationships with other business office team members Follow hospital financial policies and procedures Ensure accuracy in all patient account updates, documentation, and payment handling Maintain confidentiality by protecting sensitive, proprietary, or confidential information. Adhere to HIPAA privacy and security requirements Protects patients and employees by adhering to infection-control policies and protocols Must wear Personal Protective Equipment (PPE) as required to maintain Infection Control Standards as set by the facility Performs other related duties as assigned REQUIRED SKILLS/ABILITIES/COMPETENCIES Proficient in Microsoft Office Suite or related software Thorough understanding of education tracking practices and techniques Excellent leadership skills Ability to interact effectively with people who have widely differing backgrounds Excellent oral and written communication skills in English Attention to detail and follow-through on work tasks Ability to handle many tasks at one time Ability to develop and maintain relationships with vendors Excellent interpersonal and conflict resolution skills Excellent organizational skills and attention to detail Excellent time management skills Strong analytical and problem-solving skills Ability to prioritize educational courses Ability to act with integrity, professionalism, and confidentiality Proficiency with or the ability to quickly learn the organization's electronic medical record, medical equipment, and other technologies Proficiency in faxing, emailing, and Google Suite Ability to perform basic mathematical calculations, balance and reconcile figures, and perform some statistical analysis Requirements MINIMUM QUALIFICATION Must have a High School Diploma or GED Equivalent Ability to understand and explain basic billing and insurance concepts Basic proficiency with computers and office software Previous experience in healthcare billing, patient financial services, customer service, or a related field Familiarity with medical terminology, insurance processes, or hospital billing systems ESSENTIAL JOB FUNCTIONS Regular and predictable attendance Regularly required to sit, bend, stoop, and stretch Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment Requires a normal range of hearing and eyesight to record, prepare, and communicate appropriate reports Frequently able to lift/carry up to 50 pounds This job's specific visual abilities include reading and interpreting reports and data Prolonged periods sitting at a desk and working on a computer Must be able to access and navigate throughout the department within the organization's facilities Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing, accessing necessary information, emailing, and relocating educational equipment to classrooms, among other tasks WORK ENVIRONMENT FCMC operates 24 hours a day, every day of the year. The operational needs of departments may require that you be available to work all shifts, including weekends and holidays, to meet the needs of patients. The employee generally works in typical office conditions, with a quiet noise level. Occasional exposure to emotional or physical stress. The employee works in the hospital setting. May be required to travel to other facilities to obtain training as necessary.
    $24k-29k yearly est. 4d ago
  • Branch Relationship Banker - South Ogden

    Zions Bank 4.5company rating

    Finance representative job in South Ogden, UT

    Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Join a company where your efforts will make a difference to our community. We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today! This role will: Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Open new accounts, consumer loans, and refer other banking products as applicable. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources. Make appropriate referrals for other bank products and services, including commercial lending products. Potentially perform cash transactions, open or update accounts, originate and close consumer or small business loans. Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer. Perform other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Bilingual in Spanish and English a plus. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
    $25k-29k yearly est. 12d ago
  • Personal Banker

    Keybank 4.4company rating

    Finance representative job in Ogden, UT

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome goals and expectations. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate in-person morning huddles and end of day debriefs. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred) Work Experience Minimum of 1 year's experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications Notary License (preferred) Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts. Strong work ethic and high level of integrity. Excellent time management skills. Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs. Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank. Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies. Understanding and managing risks associated with banking operations and client transactions. Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services. Accurate and efficient handling of cash transactions. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $20.2-30.8 hourly Auto-Apply 36d ago
  • Private Client Banker - Wall & 12th - Ogden, UT - Rocky Mountains

    JPMC

    Finance representative job in Ogden, UT

    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: **************************************************************************
    $29k-51k yearly est. Auto-Apply 60d+ ago
  • Personal Banker

    Wells Fargo 4.6company rating

    Finance representative job in Layton, UT

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + **12 W. State Street, Farmington, UT 84025** + **320 E. Gentile, Layton, UT 84041** + **1435 N. Hill Field Rd., Layton, UT 84041** + **250 N. Main St., Kaysville, UT 84307** **Posting End Date:** 7 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-509801
    $29k-34k yearly est. 13d ago
  • Entry Level Insurance Representative

    R.I.S.E. Financial

    Finance representative job in Roy, UT

    Job Description Entry Level Insurance Representative Join a Purpose-Driven Team at R.I.S.E Financial If you find fulfillment in making a real difference in others' lives while striving for personal success and have a proven track record of achieving your goals, this is the role for you. At R.I.S.E Financial, we are looking for individuals who embody resilience and growth, and who are passionate about helping their community thrive. Our team believes in helping employees reach new heights while supporting businesses and individuals with the right health solutions. Your efforts will directly contribute to something much bigger than just your own success. If you're passionate about making an impact and achieving great things in the process, this role is an ideal fit. What We Offer: A Purpose-Driven Role: Your work will directly contribute to the well-being of businesses and individuals, providing the satisfaction of knowing you're making an impact every day. Growth & Development: We invest in your professional development and provide all the tools, training, and support you need to reach your personal and career goals. Collaborative Environment: Thrive in a team-oriented space where collaboration, accountability, and resilience lead to collective success. About Us: At R.I.S.E Financial, we are more than just a businesswe're a force for good in our communities, offering supplemental health insurance solutions designed to make a difference. Our core values are centered around growth, support, and service, and we believe our employees are the key to our success. If you're driven, passionate about helping others, and committed to achieving success, we want you on our team! Position Overview: As an Entry-Level Insurance Sales Representative at R.I.S.E Financial, you will play a crucial role in expanding our reach by introducing businesses to our valuable supplemental health insurance products. This role is designed for individuals who are eager to begin their sales career, learn from an experienced team, and most importantly, embrace the autonomy to shape their own success. You will be responsible for identifying new business opportunities, building meaningful relationships, and customizing solutions that meet clients' needs. With our supportive environment, you will be equipped with the training, guidance, and resources to grow and achieve your professional goals. Key Responsibilities: Identify and engage with potential business clients who would benefit from supplemental health insurance products. Build strong relationships with decision-makers by understanding their needs and presenting tailored solutions that effectively communicate the value of our products while addressing their pain points. Collaborate with a growth-focused team, actively participating in sales meetings, training, and team-building events, while consistently meeting and exceeding both individual and team sales goals. Qualifications: You should have over 4 years of professional experience (post-high school) with a proven history of consistently achieving goals and delivering results. Exceptional communication, interpersonal, and relationship-building skills. A strong desire to learn, grow, and improve, coupled with resilience, determination, and the ability to stay focused in a fast-paced, sales-driven environment. A passion for helping others and making a lasting impact on businesses and communities. Benefits: Competitive weekly draw pay with commission and bonuses from day one. Quarterly and annual incentives including cash bonuses, trips, and stock options. Short sales cycle, typically less than 3 business days, meaning quicker results and rewards. CRM and training provided, with licensing reimbursement for state fees. Supportive, inclusive, and growth-focused team environment. Job Details: Job Type: Full-Time Pay: $65,000 $85,000 per year (with commissions and bonuses) Schedule: Monday to Friday (weekends as needed) Location: In-person, business-to-business environment Apply Today: Join R.I.S.E Financial and take your first step toward a rewarding career in sales! We are excited to help you rise to your potential! To learn more about us, visit our website: *****************************************
    $65k yearly 25d ago
  • Financial Service Representative (PT)

    Goldenwest 3.5company rating

    Finance representative job in Providence, UT

    WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding benefits, including: • Paid time-off (we pay you to take 22 days off!) • Tuition reimbursement (we pay for your tuition cost, up to the IRS maximum!) • Retirement (we pay 100% of your pension and match your 401K!) • And many, many more… If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We'd love to create a mutually beneficial partnership! WHAT WE LOOK FOR Ideal candidates will exhibit an energetic, friendly and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day and aren't afraid to grow! We are an organization of people helping people! Key Competencies • Strong ability to think critically and solve problems. • Timely and meticulous attention to verbal and written communication. • Devotion to earning and maintaining member trust. • Attentiveness to professionalism in appearance and action. WHAT YOU CAN EXPECT Our Financial Service Representatives eagerly assist members and prospective members with currency transactions, opening new accounts, and consumer loan needs. Location, Schedule Availability & Salary Information • 84 South Highway 165, Providence, Utah 84332 • Monday through Friday 8:30 AM - 2:30 PM, rotating Saturdays 8:30 AM - 2:30 PM • Part-time, 25 hours per week • $15.00 per hour, based on experience and performance + Bonus + Incentive Essential Duties & Responsibilities • Cultivate and effectively manage long-term, trusting relationships. • Complete teller transactions. • Open new accounts. • Process consumer loan applications. • Assist members by phone while business is being developed. • Pair corresponding credit union products and services with members' financial needs. • Provide consistent member follow-up. • Comply with all regulations as required by law. • Actively participate in continuing education related to credit union career development. Experience, Education & Certification • High school diploma required • Prior retail or consumer lending experience is preferred
    $15 hourly 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance representative job in Logan, UT

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 18d ago
  • Branch Relationship Banker - South Ogden

    Zions Bancorporation 4.5company rating

    Finance representative job in South Ogden, UT

    Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Join a company where your efforts will make a difference to our community. We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today! This role will: + Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. + Open new accounts, consumer loans, and refer other banking products as applicable. + Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources. + Make appropriate referrals for other bank products and services, including commercial lending products. + Potentially perform cash transactions, open or update accounts, originate and close consumer or small business loans. + Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer. + Perform other duties as assigned. Qualifications: + High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience. + An equivalent combination of education and experience may meet qualifications. + Previous experience in a financial sales representative oriented role preferred. + Working knowledge of mathematical calculations and standard banking products, services and transactions. + Solid knowledge of all retail products and services. + Basic knowledge of consumer lending applications. + Proven customer service, interpersonal and communication skills, both verbal and written. + Effective selling, cross-selling and referral skills. + Solid mathematical, problem-solving and negotiation skills. + Solid interpersonal & relationship building skills. Strong attention to detail and time management. + Proficient in basic computer skills. + Bilingual in Spanish and English a plus. Benefits: + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **Req ID:** 069075 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $25k-29k yearly est. 12d ago
  • Relationship Banker - Northern Utah area - Rocky Mountains

    JPMC

    Finance representative job in Layton, UT

    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: **************************************************************************
    $27k-33k yearly est. Auto-Apply 60d+ ago
  • Personal Banker

    Wells Fargo 4.6company rating

    Finance representative job in Layton, UT

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * 12 W. State Street, Farmington, UT 84025 * 320 E. Gentile, Layton, UT 84041 * 1435 N. Hill Field Rd., Layton, UT 84041 * 250 N. Main St., Kaysville, UT 84307 Posting End Date: 7 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $29k-34k yearly est. 13d ago
  • Financial Service Representative (PT)

    Goldenwest 3.5company rating

    Finance representative job in Smithfield, UT

    WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive schedule. We provide outstanding benefits, including: • Paid time-off (we pay you to take 22 days off!) • Tuition reimbursement (we pay for your tuition cost, up to the IRS maximum!) • Retirement (we pay 100% of your pension and match your 401K!) • And many, many more… If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We'd love to create a mutually beneficial partnership! WHAT WE LOOK FOR Ideal candidates will exhibit an energetic, friendly and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day and aren't afraid to grow! We are an organization of people helping people! Key Competencies • Strong ability to think critically and solve problems. • Timely and meticulous attention to verbal and written communication. • Devotion to earning and maintaining member trust. • Attentiveness to professionalism in appearance and action. WHAT YOU CAN EXPECT Our Financial Service Representatives eagerly assist members and prospective members with currency transactions, opening new accounts, and consumer loan needs. Location, Schedule Availability & Salary Information • 890 South Main Street, Smithfield, Utah 84335 • Typical hours of operation are Monday through Friday 8:45 AM - 2:00 PM, rotating Saturdays 8:30 AM - 2:30 PM • Part-time, 25 hours per week • $15.00 per hour, based on experience and performance + Bonus + Incentive Essential Duties & Responsibilities • Cultivate and effectively manage long-term, trusting relationships. • Complete teller transactions. • Open new accounts. • Process consumer loan applications. • Assist members by phone while business is being developed. • Pair corresponding credit union products and services with members' financial needs. • Provide consistent member follow-up. • Comply with all regulations as required by law. • Actively participate in continuing education related to credit union career development. Experience, Education & Certification • High school diploma required • Prior retail or consumer lending experience is preferred
    $15 hourly 60d+ ago

Learn more about finance representative jobs

How much does a finance representative earn in Logan, UT?

The average finance representative in Logan, UT earns between $20,000 and $42,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Logan, UT

$29,000

What are the biggest employers of Finance Representatives in Logan, UT?

The biggest employers of Finance Representatives in Logan, UT are:
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