Finance representative jobs in Louisiana - 257 jobs

JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT UNION Travel may be required during training. Additional details will be discussed during the interview. EXTRAORDINARY BENEFITS: Medical, dental, and vision insurance Short Term & Long Term Disability Benefits Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life Insurance 401(k) Retirement Plan with 100% match on the first 5% contributed by you Paid Leave 11 Paid Holidays Tuition Reimbursement Competitive Scholarships EAP (Employee Assistance Program) WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS Position: Financial Services Representative I (FSR I) Department: Retail Operations Reports To: Branch Manager FLSA: Non-Exempt SUMMARY Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the AIDINC process as outlined in The Member Advantage (TMA) training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs. Through the use of the Opening Act (OA) system, creates membership, new account, and deposit services in Symitar. Also uses Opening Act to build and submit loan applications to Central Lending Decision Makers for a decision. If an application is immediately approved by the system, (under the guidance of the Branch Manager, Assistant Branch Manager, or Loan Officer), takes steps to disburse the loan. Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns. ESSENTIAL FUNCTIONS Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit. Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes Card@Once to provide members with ATM and Debit cards instantly. Handles ATM and Debit card disputes and fraud disputes. Conducts quality interviews with members using the AIDINC system to meet member needs through credit union products and services. Within the scope of an FSR I authority, accepts deposits and payments and performs withdrawals or loan advances. These transactions are performed on a variety of transaction and savings products as well as a variety of loan types, including credit cards. At the conclusion of a member interaction, reads back members' receipts in order to verify and finalize the accuracy of the transaction. Within the scope of an FSRI authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2 nd party in any dual control procedure. In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC. A determination of collectability based on the actual check and the member presenting the item may require an extended hold. Utilizes True Checks within prescribed guidelines. Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts. Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns. Uses Opening Act system and the AIDINC process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications. Routes the loan applications and any supporting documentation to Central Lending Decision Makers for disposition via Opening Act Priority 1 or Priority 2 queue. In the event of a declined loan, the FSR I clearly communicates the decision and how it was determined to the member in a positive and tactful manner. The FSR I should be able to advise the borrower(s) on proactive steps they can take to hopefully improve their prospects on their next application or improve their credit score. Upon loan approval, disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed. The goal in loan closing is to ensure that the member and KFCU are fully protected. It is imperative that any collateral offered for security has KFCU listed as lienholder, the member is aware of their requirement to maintain collateral insurance, and the terms to avoid defalcation are fully understood by the borrower(s). Like a concierge and utilizing TMA behavioral styles as a guide, provides insightful guidance and assists members through the process of opening deposit accounts, loans and other services using the AIDINC process. Consistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union. Upholds all member information in the strictest confidence. Accurately interprets the Fair Credit Reporting Act as it applies to credit union loans. Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes. In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Effectively uses TMA skills to open new products and services for membership. Maintains proficiency in Symitar, COWWW, Synergy, Synapsys CRM, Outlook, Microsoft Office, Opening Act and any other computer systems necessary to perform the job satisfactorily. Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program and REG CC. Utilizes The Member Advantage AIDINC system to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department's policy and procedures. This can be affected through direct sale and in many cases referral to another team member. Effective use of the Synapsys CRM to create, monitor, and manage sales and referrals is required for consumer & business accounts. Provides merchant referrals directly to the merchant for business accounts. Other Duties and Responsibilities: Maintains branch office equipment and supplies necessary to keep office working efficiently. Assists in balancing the ATM as directed by the Branch Manager or Assistant Branch Manager. Assists in the balancing of Night Depository as directed by the Branch Manager or Assistant Branch Manager. Miscellaneous duties as assigned. KNOWLEDGE & SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A high school education or GED. Community college coursework is desired. Experience and Other Requirements: One year to three years of similar or related experience. Completion of Lending Class, New Accounts training, and Teller training through the KFCU Training Department required. Must possess ability to operate computer terminal, computer printers, calculator, fax machine, copier, telephone, fax machine, currency counter, and copier with accuracy and attention to detail. Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services. Must possess strong basic math skills, accuracy and attention to detail Must demonstrate an ability to understand and implement changing policies and procedures. Must be knowledgeable of teller transactions relevant to the position. Must maintain confidentiality and dependability. Exceptional oral and written communication skills required. Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Computer Skills: Extensive use of personal PC required. Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail. Must be able to navigate the internet to search for data and be able to complete online forms. Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media. Must be familiar with home banking and bill paying services. Certificates, Licenses and Registrations: Must actively participate in and successfully complete The Member Advantage (TMA) training within 9 months of employment. Must actively participate in and successfully complete TMA Annual Accelerator training classes. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 25-50 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Extensive use of desktop computer is required. The noise level is that of a normal office environment. DECLARATION: The human resources department retains the sole rights and discretion to make changes to this job description. #HPIND

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New Orleans area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater New Orleans, Covington, Mandeville, Slidell and Hammond areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description Build a practice from the ground up with support from mentors and training tools. Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances. After assessing your clients' needs, you will recommend and provide insurance and investment solutions to help meet their financial security goals. Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process ESSENTIAL FUNCTIONS: · Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations · Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs · Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class · Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications · Generates and prepares status and project reports for the financial aid and veterans' affairs program · Responds to student inquiries · Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed · Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner · Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files · Maintains responsibility for specific student portfolio group throughout the student's program · Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved · Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner · Scan all financial aid documents and send to Corporate Office · Run Expected Cash and Aged Report to assist in monitoring monies · Run daily ISIR Report to track possible issues with verification · Assist with the reconciliation of all Title IV programs EDUCATION: · Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred EXPERIENCE: · One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting · Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred KNOWLEDGE: · Federal, local and state programs that provide financial assistance to students · Pertinent laws, rules and regulations such as Federal Title IV regulations · Various software programs and data systems as they relate to financial aid SKILLS: · Planning and organizational skills · Effective oral and written communication skills · Interpersonal skills including tact, patience and courtesy · Demonstrate analytical, organizational and supervisory skills ABILITIES: · Ensure timely and efficient delivery of student financial assistance to qualified applicants · Interpret federal and state financial aid regulations and determine appropriate course of action · Monitor and award federal and state financial aid programs · Gather, compile and analyze data and prepare reports · Establish and maintain effective working relationships with faculty, staff, students and administration · Perform consistently under the pressure of deadlines and other administrative demands · Work cooperatively with others

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.

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

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Signing bonus Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Clifton Ourso Jr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Responsible for working with supervisor and student business editors of eight law journals to monitor and maintain their bookkeeping process; organize and support a major event and two budgetary meetings for Tulane Law Review; and serve as office lead for finance and administration. * Must be detail-oriented, extremely organized, and professional * Ability to become proficient in QuickBooks Pro and Tulane accounting software * Ability to become proficient in MS Office software * Ability to perform multiple tasks concurrently. * Ability to work independently and show initiative to meet department needs * High School diploma or equivalent * Two years of directly-related bookkeeping or accounting experience * College degree * More than two-years of experience in administrative / accounting work * Proficiency in QuickBooks Pro, MS Office software

Campus Federal Credit Union seeks a Financial Service Representative to join our team at our Our Lady of the Lake branch. The primary purpose of this position is to assist Campus Federal in our Mission, to enhance the lives of our members and the communities we serve. This is accomplished by providing excellent service to members and to team members. A key component of this service is to identify member needs and provide appropriate credit union product solutions that will enhance the lives of our members. Financial Service Representatives provide current and prospective members' exceptional service using a consultative sales approach to become the member's trusted advisor through every stage of their life. Responsibilities: Actively cross-sell additional products and services by identifying the financial needs of current and prospective members and offers appropriate credit union solutions Promotes business for the Credit Union by maintaining good member relations and referring members to appropriate in-house personnel and Credit Union affiliates for new services Assist in attaining established Credit Union and branch goals through active participation and promotion of sales management actives including outbound calling program Assumes responsibility and is accountable for adherence to Credit Union policies and procedures Handles routine member inquires, financial transactions, account maintenance and problem resolution in an accurate and timely manner Actively participates in in-house consumer lending training to prepare for basic lending limits. Maintains a working knowledge of all Credit Union products and services Ability to assist at other branches in the region based on staffing needs May assist the teller line, as needed to include processing teller transactions and mentoring tellers Travel as required for training and development Please note: This position may not have lending authority and will not be allowed to take mortgage loan applications without MLO registration. Education and Experience: High School Diploma/GED and minimum of two years of experience in a financial institution Knowledge of banking rules and regulations Excellent oral and written communication skills Why Campus Federal? We offer a supportive, mission-driven workplace with a comprehensive benefits package: 100% employer-paid health, dental, and long-term disability insurance for employees Competitive compensation and retirement plans Generous paid time off and sick leave Opportunities for growth and advancement If you're a financial professional with a passion for accuracy, leadership, and community impact, we invite you to apply today. Due to the high volume of applications, only the most qualified candidates will be contacted.

Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties: * Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission. * Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings. * Prepare and post journal entries in PeopleSoft to support financial close and reporting activities. * Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules. * Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense. * Maintain and update historical financial reporting data within centralized Excel workbooks. * Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate. Qualifications / Skills * Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables. * Ability to follow, understand, and recreate Excel formulas using prior support documentation. * Strong attention to detail with a high level of accuracy. * Ability to manage deadlines while maintaining strong organizational skills. * Effective time management skills with the ability to multitask and prioritize work. * Strong written and verbal communication skills. Preferred Major: Accounting Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Employee discounts Health insurance Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT UNION EXTRAORDINARY BENEFITS: Medical, dental, and vision insurance Short Term & Long Term Disability Benefits Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life Insurance 401(k) Retirement Plan with 100% match on the first 5% contributed by you Paid Leave 11 Paid Holidays Tuition Reimbursement Competitive Scholarships EAP (Employee Assistance Program) WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS Position: Financial Services Representative I (FSR I) Department: Retail Operations Reports To: Branch Manager FLSA: Non-Exempt SUMMARY Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the AIDINC process as outlined in The Member Advantage (TMA) training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs. Through the use of the Opening Act (OA) system, creates membership, new account, and deposit services in Symitar. Also uses Opening Act to build and submit loan applications to Central Lending Decision Makers for a decision. If an application is immediately approved by the system, (under the guidance of the Branch Manager, Assistant Branch Manager, or Loan Officer), takes steps to disburse the loan. Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns. ESSENTIAL FUNCTIONS Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit. Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes Card@Once to provide members with ATM and Debit cards instantly. Handles ATM and Debit card disputes and fraud disputes. Conducts quality interviews with members using the AIDINC system to meet member needs through credit union products and services. Within the scope of an FSR I authority, accepts deposits and payments and performs withdrawals or loan advances. These transactions are performed on a variety of transaction and savings products as well as a variety of loan types, including credit cards. At the conclusion of a member interaction, reads back members' receipts in order to verify and finalize the accuracy of the transaction. Within the scope of an FSRI authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2 nd party in any dual control procedure. In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC. A determination of collectability based on the actual check and the member presenting the item may require an extended hold. Utilizes True Checks within prescribed guidelines. Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts. Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns. Uses Opening Act system and the AIDINC process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications. Routes the loan applications and any supporting documentation to Central Lending Decision Makers for disposition via Opening Act Priority 1 or Priority 2 queue. In the event of a declined loan, the FSR I clearly communicates the decision and how it was determined to the member in a positive and tactful manner. The FSR I should be able to advise the borrower(s) on proactive steps they can take to hopefully improve their prospects on their next application or improve their credit score. Upon loan approval, disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed. The goal in loan closing is to ensure that the member and KFCU are fully protected. It is imperative that any collateral offered for security has KFCU listed as lienholder, the member is aware of their requirement to maintain collateral insurance, and the terms to avoid defalcation are fully understood by the borrower(s). Like a concierge and utilizing TMA behavioral styles as a guide, provides insightful guidance and assists members through the process of opening deposit accounts, loans and other services using the AIDINC process. Consistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union. Upholds all member information in the strictest confidence. Accurately interprets the Fair Credit Reporting Act as it applies to credit union loans. Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes. In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Effectively uses TMA skills to open new products and services for membership. Maintains proficiency in Symitar, COWWW, Synergy, Synapsys CRM, Outlook, Microsoft Office, Opening Act and any other computer systems necessary to perform the job satisfactorily. Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program and REG CC. Utilizes The Member Advantage AIDINC system to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department's policy and procedures. This can be affected through direct sale and in many cases referral to another team member. Effective use of the Synapsys CRM to create, monitor, and manage sales and referrals is required for consumer & business accounts. Provides merchant referrals directly to the merchant for business accounts. Other Duties and Responsibilities: Maintains branch office equipment and supplies necessary to keep office working efficiently. Assists in balancing the ATM as directed by the Branch Manager or Assistant Branch Manager. Assists in the balancing of Night Depository as directed by the Branch Manager or Assistant Branch Manager. Miscellaneous duties as assigned. KNOWLEDGE & SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A high school education or GED. Community college coursework is desired. Experience and Other Requirements: One year to three years of similar or related experience. Completion of Lending Class, New Accounts training, and Teller training through the KFCU Training Department required. Must possess ability to operate computer terminal, computer printers, calculator, fax machine, copier, telephone, fax machine, currency counter, and copier with accuracy and attention to detail. Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services. Must possess strong basic math skills, accuracy and attention to detail Must demonstrate an ability to understand and implement changing policies and procedures. Must be knowledgeable of teller transactions relevant to the position. Must maintain confidentiality and dependability. Exceptional oral and written communication skills required. Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Computer Skills: Extensive use of personal PC required. Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail. Must be able to navigate the internet to search for data and be able to complete online forms. Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media. Must be familiar with home banking and bill paying services. Certificates, Licenses and Registrations: Must actively participate in and successfully complete The Member Advantage (TMA) training within 9 months of employment. Must actively participate in and successfully complete TMA Annual Accelerator training classes. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 25-50 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Extensive use of desktop computer is required. The noise level is that of a normal office environment. DECLARATION: The human resources department retains the sole rights and discretion to make changes to this job description. #HPIND

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New Orleans area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater New Orleans, Covington, Mandeville, Slidell and Hammond areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description Build a practice from the ground up with support from mentors and training tools. Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances. After assessing your clients' needs, you will recommend and provide insurance and investment solutions to help meet their financial security goals. Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process ESSENTIAL FUNCTIONS: · Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations · Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs · Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class · Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications · Generates and prepares status and project reports for the financial aid and veterans' affairs program · Responds to student inquiries · Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed · Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner · Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files · Maintains responsibility for specific student portfolio group throughout the student's program · Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved · Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner · Scan all financial aid documents and send to Corporate Office · Run Expected Cash and Aged Report to assist in monitoring monies · Run daily ISIR Report to track possible issues with verification · Assist with the reconciliation of all Title IV programs EDUCATION: · Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred EXPERIENCE: · One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting · Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred KNOWLEDGE: · Federal, local and state programs that provide financial assistance to students · Pertinent laws, rules and regulations such as Federal Title IV regulations · Various software programs and data systems as they relate to financial aid SKILLS: · Planning and organizational skills · Effective oral and written communication skills · Interpersonal skills including tact, patience and courtesy · Demonstrate analytical, organizational and supervisory skills ABILITIES: · Ensure timely and efficient delivery of student financial assistance to qualified applicants · Interpret federal and state financial aid regulations and determine appropriate course of action · Monitor and award federal and state financial aid programs · Gather, compile and analyze data and prepare reports · Establish and maintain effective working relationships with faculty, staff, students and administration · Perform consistently under the pressure of deadlines and other administrative demands · Work cooperatively with others

The SBA Banker is responsible for generating SBA loan opportunities and driving them through Renasant's SBA loan process. The SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank's growth and income goals. The SBA Banker may be assigned to a geographical territory. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Develop new business opportunities that generate SBA loans (primarily SBA 7a program) and the various other ancillary Bank products required by SBA borrowers * Maintain knowledge of Bank loan and deposit products * Maintain thorough understanding of and adherence to the SBA SOP and the Bank's credit underwriting and closing policies and processes * Maintain effective working relationships with associates across department lines, particularly commercial bankers in the assigned footprint * Understand credit risk and be able to properly structure, evaluate, discuss and mitigate risk in a relationship * Present SBA loan requests and relevant considerations to credit team in an effort to screen and determine the Bank's appetite for the request * Perform basic analytical and financial analysis * Represent Renasant Bank in community activities * Attend and participate in all required Bank and Department meetings * Perform other related duties as assigned Qualifications The ideal candidate will possess the following traits: * Credit first approach to loan origination * Advanced problem solving skills along with a team orientation * Energetic, ambitious, entrepreneurial approach to business development * Trusted advisor to clients, ability to relate to borrowers with varying levels of sophistication * Ability to cultivate, teach and develop internal and external referral sources * Advanced organization and communication capabilities Minimum: * A high school diploma or equivalent * Previous credit or lending background and skills * Display professional interpersonal, verbal and written communication skills * Working (intermediate) knowledge of MS Word, Excel and Outlook * Technical knowledge and proficiency to handle the activities and responsibilities of job * Fluency in credit criteria and loan structure requirements * 2 years of experience in a financial sales role * Client service orientation Preferred: * Bachelor's degree * Commercial loan underwriting and account/relationship management experience Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

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.

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

Keesler Federal Credit Union team members enjoy competitive salaries and a wide range of benefits, some of which include: Medical, dental, and vision insurance Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life Insurance 401(k) Retirement Plan with 100% match on the first 5% contributed by you Paid Leave Tuition Reimbursement and Competitive Scholarships Short Term & Long Term Disability Benefits Employee Assistance Program WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS SPECIAL NOTE: On average our FSRs have the potential to earn $500 or more in monthly incentives. Position: Floating Financial Services Representative I (FSR I) Department: Retail Operations Reports To: Branch Manager or Assistant Branch Manager FLSA: Non-Exempt Grade 8 SUMMARY Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members while providing extraordinary service. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the sales and service process as outlined in training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs. Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns. This staff member is moved within the region's branch network at the discretion of the home base Branch Manager. The individual in this position can and will be moved frequently and without out prior notice. SUPERVISORY RESPONSIBILITIES None ESSENTIAL FUNCTIONS Creates new membership accounts. Opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit. Conducts quality interviews with members using the sales and service training to meet member needs through credit union products and services. Uses Loan Operating system and the sales and service process to complete quality consumer loan applications over the phone or in person. Clearly communicates decisions to the member in a positive and tactful manner. Disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed. Responsible for sales of ancillary products on qualified loan applications. Provides merchant referrals directly to the merchant for business accounts. Maintains a high level of productivity by meeting or exceeding established goals set by Branch Manager and Regional Director. Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes card printing system to provide members with ATM and Debit cards instantly. Submits ATM and Debit card disputes and fraud disputes. Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the CRM to effectively track member concerns. In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes. Maintains proficiency in all computer systems necessary to perform the job satisfactorily. Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program, Fair Credit Reporting Act and REG CC. Upholds all member information in the strictest confidence. Responsible for assisting the Member Contact Center with overflow calls using the credit union call system. Within the scope of an FSR I authority, assists the teller line with teller transactions in the event of a branch staffing shortage in accordance with written policies and procedures. Within the scope of an FSR I authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2 nd party in any dual control procedure. Utilizes check hold and cash transaction procedures when processing transactions and if applicable, Reg CC within prescribed guidelines. Other Duties and Responsibilities: Maintains branch office equipment and supplies necessary to keep office working efficiently. Assists in balancing the ATM and Night Depository as directed by the Branch Manager or Assistant Branch Manager. Assists in upholding the branch appearance (interior and exterior) and to maintain a clean and orderly workspace. Miscellaneous duties as assigned. KNOWLEDGE & SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A high school education or GED. Community college coursework is desired. Experience and Other Requirements: One year to three years of similar or related experience. Completion of Lending Class, New Accounts training, Sales and Service Training and Teller training through the KFCU Training Department required. Must possess ability to operate computer terminal, computer printers, calculator, fax machine, telephone, currency counter, and copier with accuracy and attention to detail. Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services. Must possess strong basic math skills, accuracy and attention to detail Must demonstrate an ability to understand and implement changing policies and procedures. Must be knowledgeable of teller transactions relevant to the position. Must maintain confidentiality and dependability. Exceptional oral and written communication skills required. Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Computer Skills: Extensive use of personal PC required. Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail. Must be able to navigate the internet to search for data and be able to complete online forms. Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media. Must be familiar with home banking and bill paying services. Certificates, Licenses and Registrations: Sales and Service Standard PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 10-15 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Extensive use of desktop computer is required. The noise level is that of a normal office environment. DECLARATION The human resources department retains the sole rights and discretion to make changes to this job description. #Be extraordinary #HPIND

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.

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