Finance representative jobs in Metairie, LA

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

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

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.

Blue Cliff College is seeking a Financial Aid Representative. 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. In addition the person in this position will offer information and advice regarding eligibility criteria and responsibilities, help explain policies, provide guidance through the application process, and is responsible for tracking all financial aid documents during the process. JOB DUTIES Interprets, implements, and ensures the College complies 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. Communicate 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 groups throughout the student program. Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved. Assists the Corporate Office with the collection of funds and resolving verification issues in a timely manner. Scan all financial aid documents and send them to the Corporate Office. Run Expected Cash and Aged Reports to assist in monitoring monies. Run daily ISIR Report to track possible issues with verification. Assist with the reconciliation of all Title IV programs. Other duties as assigned. QUALIFICATION REQUIREMENTS Bachelor's Degree in Education, Finance, Business Administration, or Accounting preferred. 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 of federal, local, and state programs that provide financial assistance to students. Knowledge of pertinent laws, rules, and regulations such as Federal Title IV regulations. Various software programs and data systems as they relate to financial aid. Planning and organizational skills. Effective oral and written communication skills. Interpersonal skills including tact, patience, and courtesy. Demonstrate analytical, organizational, and supervisory skills 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. COMPENSATION In the spirit of pay transparency, we can share that the pay range for this position is $40,000-$50,000 annually, commensurate with experience. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. COMPANY OVERVIEW Education Management, Inc. (dba Blue Cliff College) is committed to preparing students to function proficiently in a competitive society in the career of their choice and to create within them an awareness of professional and social responsibility, along with an appreciation of principles of ethical conduct. Blue Cliff College employs a diverse team of individuals dedicated to inspiring students to strive for excellence and to achieve maximum personal potential. We offer an excellent salary and benefits package, as well as a business casual work environment and flexible work schedule because we understand your personal life is as important as your professional life. If you're dedicated and ready to work for an organization that cares about you, please apply online. BENEFIT PROGRAM Featured benefits for full-time team members include: Health, dental, and vision insurance Life and disability insurance Critical illness, accident, and hospital indemnity insurance Pet insurance and pet discount program 401(k) plan Paid time off Equal Opportunity Employment Blue Cliff College and Current HR ("organizations") provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation.

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Description 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: **************************************************************************

PRIMARY FUNCTION As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience. DUTIES AND RESPONSIBILITIES Assist members with financial transactions, including deposits, withdrawals, transfers, and loan payments. Provide accurate and efficient processing of transactions while ensuring compliance with policies and procedures. Deliver excellent customer service by addressing member inquiries, resolving concerns, and offering financial solutions. Promote credit union products and services by identifying member needs and cross-selling appropriate solutions. Assist with opening new accounts, including savings, checking, and certificates, as well as loan applications. Process instant issue debit card requests and support digital banking inquiries. Maintain a secure, organized, and professional workspace. Adhere to all security, compliance, and confidentiality policies to protect member information. Support lobby management by assisting members and directing them to the appropriate department or representative. Other duties as assigned by the supervisor. BENEFITS Competitive salary Health, dental, and vision insurance Retirement savings plan Paid time off and holidays Ongoing training and professional development opportunities The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position. If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply!

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

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

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.

Full-time Description Perform various back-office functions that support and maintain Consumer Digital Banking operations, including bank customer set up, support and troubleshooting. Assists with new system and process implementations. Location: This position may be in-person in office at a location on the Southshore or Northshore depending on a variety of factors including but not limited to candidates' geographical preference and company office space availability. Responsibilities Perform all functions and provide support for all systems, products and services relating to Digital (Internet) Banking, mobile banking, and Bill Pay including setting up new Digital Banking customers, resetting passwords, report review and troubleshooting. Professionally answer telephone calls and respond to Digital Banking Support Messages and emails to troubleshoot and resolve issues related to Digital Banking products quickly and efficiently utilizing Digital Banking back-office systems and Core Banking system Redirect non-Retail Digital Banking Messages to applicable Departments. Perform all Bill Payment functions for Consumer and Business iPay Bill Pay Perform all Zelle functions for Consumer and Business Digital Banking Maintain failed eStatement processes and notification system; run eStatement Delivery Process from Q2 Central back-office system and Foxtrot Review and input limit override requests for Mobile Deposit, Transfers, Zelle, and Bill Payment Perform fraud review processes and take appropriate action Assist with various Digital Corporate Banking customers Process change of address and contact information requests Stay up to date on various Regulations and processes regarding Digital Banking Review and work various Digital Banking, Bill Pay and Zelle reports Assist with upgrades and implementations new Digital systems, services, and processes Requirements Skills/Experience/Education High school diploma or equivalent 2 years experience in Digital (Electronic) Banking products Proficient on computer and mobile phone (Internet, smartphone apps, Bank applications) Excellent customer service skills Excellent communication skills Attention to detail Accuracy Neatness Punctual Organized Adhere to deadlines Essential Mental & Physical Requirements Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to read and interpret a document if required to perform the essential job functions. Prolonged periods of sitting at a desk and working on a computer may be required. Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

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 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 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. 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. #HPIND #LI-onsite

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.

Job Description Blue Cliff College is seeking a Financial Aid Representative. 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. In addition the person in this position will offer information and advice regarding eligibility criteria and responsibilities, help explain policies, provide guidance through the application process, and is responsible for tracking all financial aid documents during the process. JOB DUTIES Interprets, implements, and ensures the College complies 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. Communicate 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 groups throughout the student program. Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved. Assists the Corporate Office with the collection of funds and resolving verification issues in a timely manner. Scan all financial aid documents and send them to the Corporate Office. Run Expected Cash and Aged Reports to assist in monitoring monies. Run daily ISIR Report to track possible issues with verification. Assist with the reconciliation of all Title IV programs. Other duties as assigned. QUALIFICATION REQUIREMENTS Bachelor's Degree in Education, Finance, Business Administration, or Accounting preferred. 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 of federal, local, and state programs that provide financial assistance to students. Knowledge of pertinent laws, rules, and regulations such as Federal Title IV regulations. Various software programs and data systems as they relate to financial aid. Planning and organizational skills. Effective oral and written communication skills. Interpersonal skills including tact, patience, and courtesy. Demonstrate analytical, organizational, and supervisory skills 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. COMPENSATION In the spirit of pay transparency, we can share that the pay range for this position is $40,000-$50,000 annually, commensurate with experience. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. COMPANY OVERVIEW Education Management, Inc. (dba Blue Cliff College) is committed to preparing students to function proficiently in a competitive society in the career of their choice and to create within them an awareness of professional and social responsibility, along with an appreciation of principles of ethical conduct. Blue Cliff College employs a diverse team of individuals dedicated to inspiring students to strive for excellence and to achieve maximum personal potential. We offer an excellent salary and benefits package, as well as a business casual work environment and flexible work schedule because we understand your personal life is as important as your professional life. If you're dedicated and ready to work for an organization that cares about you, please apply online. BENEFIT PROGRAM Featured benefits for full-time team members include: Health, dental, and vision insurance Life and disability insurance Critical illness, accident, and hospital indemnity insurance Pet insurance and pet discount program 401(k) plan Paid time off Equal Opportunity Employment Blue Cliff College and Current HR ("organizations") provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation. Powered by JazzHR AZyU132IYm

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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 Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Job Description PRIMARY FUNCTION As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience. DUTIES AND RESPONSIBILITIES Assist members with financial transactions, including deposits, withdrawals, transfers, and loan payments. Provide accurate and efficient processing of transactions while ensuring compliance with policies and procedures. Deliver excellent customer service by addressing member inquiries, resolving concerns, and offering financial solutions. Promote credit union products and services by identifying member needs and cross-selling appropriate solutions. Assist with opening new accounts, including savings, checking, and certificates, as well as loan applications. Process instant issue debit card requests and support digital banking inquiries. Maintain a secure, organized, and professional workspace. Adhere to all security, compliance, and confidentiality policies to protect member information. Support lobby management by assisting members and directing them to the appropriate department or representative. Other duties as assigned by the supervisor. BENEFITS Competitive salary Health, dental, and vision insurance Retirement savings plan Paid time off and holidays Ongoing training and professional development opportunities The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position. If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply!

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