Finance representative jobs in Montgomery, AL - 45 jobs
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Financial Associate
River Bank & Trust 4.2
Finance representative job in Montgomery, AL
Job Description
Financial Associate FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
Position Summary:
While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
Answer incoming calls, whether externally or internally;
Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
Balance cash drawer periodically throughout the day and/or at least daily
Miscellaneous projects and other duties as requested by Management
Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
High School diploma or equivalent
Previous banking or cash handling experience preferred
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Ability to apply general accounting knowledge processes (debits, credits, balancing)
Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are absolutely essential
Willingness to adapt to change
Work within a variety of different software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work on a regular basis, on time, and withstand varying degrees of stress
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
$43k-68k yearly est. 19d ago
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Financial Services Representative
Worldacceptance
Finance representative job in Montgomery, AL
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: $16
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$16 hourly Auto-Apply 42d ago
Financial Services Representative State Farm Agent Team Member
Danny Cox-State Farm Agent
Finance representative job in Montgomery, AL
Job DescriptionBenefits:
Bonus based on performance
Opportunity for advancement
Training & development
State Farm Insurance Agent located in Montgomery, AL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Danny Cox, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People oriented
Self motivated
Proactive in problem solving
Ability to effectively relate to a customer
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$20k-30k yearly est. 15d ago
Senior Bank Teller- Senior Financial Services Representative
Smartbank Careers
Finance representative job in Montgomery, AL
At SmartBank, our benefits package is designed to enhance your life. You'll enjoy medical, dental, vision, life, and disability insurance, as well as a 401(k) plan with a 4% employer match. Our generous paid time off (PTO), SmartFlex Days, and 11 Paid Company Holidays promote work-life balance. Engage in paid community involvement, enjoy company apparel, and access tuition reimbursement for your growth.
About Us
SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way.
Your Role as a Financial Services Representative
As a Financial Services Representative (FSR), you'll play a vital role in our mission. Your responsibilities will include:
Embodying SmartBank's Core Values and Core Purpose.
Follow and embrace the SmartBank Way
Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels.
Engage in daily Lobby Management tasks, including warmly greeting clients, offering hospitality, making introductions, and ensuring refreshments are available.
Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information.
Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
Provides special services as needed; including, redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders.
Processes payments for SmartBank credit cards, local utilities, and other services. Ensures that payment information is transmitted to appropriate agencies by daily cut-off.
Qualifications for the Ideal Candidate
To excel in this role, you should possess the following qualifications:
High School Diploma or equivalent.
Prior experience in cash handling.
Exceptional customer service skills.
Work Schedule
The Financial Services Representative typically works during standard business hours from 8:30 a.m. to 5:00 p.m. Monday through Friday.
SmartBank Associate Benefits
SmartBank can offer you a comprehensive benefits package, including:
Medical, dental, vision, life, and disability insurance.
A 401(k) plan with an employer match of up to 4%.
Generous paid time off (PTO), including a minimum of 3 weeks.
SmartFlex Days.
Up to 11 Paid Company Holidays.
Mental health benefits, include 8 free sessions with a coach or certified professional.
Paid community involvement opportunities.
Company-provided apparel at no cost.
Learning and development opportunities, including professional and career development and tuition reimbursement.
Are you ready to be a part of the SmartBank team and experience all these incredible benefits? We look forward to welcoming you to our exceptional team!
$20k-30k yearly est. 3d ago
Member Contact Center Financial Services Representative
ASE Credit Union 3.1
Finance representative job in Montgomery, AL
Role
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities 35%
Works loan queues and conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Assists with answering the loan line and provides backup and support to the call center and processor as needed. Answers incoming department calls and emails and helps maintain a high level of service.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and Skills Experience
Two years of financial industry experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Excellent written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office.
ADA Requirements Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
$21k-24k yearly est. 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Montgomery, AL Merrill Office
Bank of America 4.7
Finance representative job in Montgomery, AL
Montgomery, Alabama **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************************************************************
**Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$46k-75k yearly est. 39d ago
Insurance Account Representative - State Farm Agent Team Member
Stephanie Tarver-State Farm Agent
Finance representative job in Selma, AL
Job DescriptionBenefits:
Paid time off
Training & development
Bonus based on performance
Opportunity for advancement
Successful State Farm Agent is seeking a qualified, licensed professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced sales driven office environment, then this is your opportunity for a rewarding career with excellent income and growth potential. This is an "in office" position, not remote.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Competitive hourly pay plus commission/bonus
Annual Bonus
Paid time off (vacation and personal/sick days/holidays)
Growth potential/Opportunity for advancement within my agency
License Reimbursement
Benefits
Training and development
Sign on bonus*
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Successful track record of meeting sales goals/quotas preferred.
Excellent interpersonal skills.
Excellent communication skills - written, verbal and listening.
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Self-motivated.
Detail oriented.
Experience in a variety of computer applications, particularly Windows.
Must be able to type a minimum of 30 wpm.
Ability to multi-task and prioritize.
Property and Casualty license (must have)*
Life and Health license (must have)*
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
Must be available to work the following schedule: Monday - Friday, 8:30 am - 5:00 pm.
Associate's degree or higher preferred.
Salesforce experience preferred.
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$36k-47k yearly est. 18d ago
Insurance Account Representative - State Farm Agent Team Member
Mike Shelton-State Farm Agent
Finance representative job in Troy, AL
Job DescriptionROLE DESCRIPTION: Mike Shelton State Farm is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success each and every day.
Work alongside your agencys team to ensure successful long-lasting customer relations.
QUALIFICATIONS:
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Ability to effectively relate to a customer
Property & Casualty license
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Simple IRA matching contributions
$36k-47k yearly est. 6d ago
Financial Associate
Auburn University 3.9
Finance representative job in Auburn, AL
Details Information Requisition Number S4986P Home Org Name Chemistry & Biochemistry Division Name College of Sciences & Math Position Title Financial Associate Job Class Code DE02AB Appointment Status Full-time Part-time FTE Limited Term No Limited Term Length Job Summary
The Department of Chemistry and Biochemistry (DCB) at Auburn University is excited to recruit candidates for the role of Financial Associate. This position will help provide administrative and financial assistance to the department.
Essential Functions
* Prepare, examine, code, and process financial transactions both internal to Auburn University as well as from outside suppliers.
* Prepare requisition requests for purchases requiring a purchase order, monitor encumbrances, and submit purchase change orders as necessary.
* Process collection reports for outside payments and reimbursement of unallowed charges on purchasing card.
* Reconcile monthly purchasing card transactions for the department to ensure they comply with Auburn University, State, and Federal spending policies.
* Assist faculty, students, guests, and staff with travel and meal reimbursements.
* Coordinate with invited guests and their hosts to make lodging accommodations. Work with guests to ensure that correct documentation is provided to process reimbursements.
* Secure reservations and coordinate with venue managers and DCB Chair to support departmental events (e.g., faculty retreat, DCB Awards Banquet, etc.)
* Submit work orders for repairs in DCB buildings/spaces. Communicate with facilities and custodial providers to maintain appearance and function of these spaces.
* Assist faculty, staff, and students with the purchase of equipment and supplies.
* Assist faculty, staff, and students with key/card swipe access
* Train faculty, staff, and students to use the online purchasing platform, as well as process purchases assigned in the online platform.
* Other duties as assigned by the department accountant and Chair of the department.
Why Work at Auburn?
* Life-Changing Impact: Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
* Culture of Excellence: We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
* We're Here for You: Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
* Sweet Home Alabama: The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
* A Place for Everyone: Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
Minimum Qualifications
Level I: High school diploma or equivalent with four years of experience in financial support services.
Level II: High school diploma or equivalent plus six years of experience in financial support services.
When a candidate has the required education, but lacks the required experience, they may normally apply additional appropriate education toward the experience requirement, at a rate of one-year relevant education per year of required experience.
Minimum Skills, License, and Certifications
Minimum Skills and Abilities
* Candidates must possess excellent written and interpersonal communication skills.
* Candidates must work well in a team setting.
* Candidates must be extremely organized and familiar with current office technology and programs
* Candidates must have strong attention to detail.
Minimum Technology Skills Minimum License and Certifications
Desired Qualifications
Desired Qualifications
Experience with Auburn University systems such as Banner and Tiger Buy.
Posting Detail Information
Salary Range $36,640 - $60,460 Job Category Business/Accounting/Finance Working Hours if Non-Traditional City position is located in: Auburn State position is located: Alabama List any hazardous conditions or physical demands required by this position Posting Date 01/08/2026 Closing Date Equal Opportunity Compliance Statement
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit their website to learn more.
Special Instructions to Applicants Quick Link for Internal Postings *******************************************
Documents Needed to Apply
Required Documents
* Resume
* Cover Letter
Optional Documents
* Other
Supplemental Questions
Required fields are indicated with an asterisk (*).
* * Please tell us how you first heard about this opportunity.
(Open Ended Question)
* * Please select the answer that best describes your current employment relationship with Auburn University:
* Current full-time Auburn or AUM employee within probationary period
* Current full-time Auburn or AUM employee outside of probationary period
* Current part-time Auburn or AUM employee
* Not an Auburn or AUM employee
* * Do you have a high school diploma or equivalent?
* Yes
* No
* * Do you have 4 years of experience in financial support services OR a degree to use in lieu of experience?
* Yes
* No
$36.6k-60.5k yearly 18d ago
Insurance Account Representative - State Farm Agent Team Member
Mitch Devers-State Farm Agent
Finance representative job in Prattville, AL
Job DescriptionROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Mitch Devers - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Results oriented and goal driven and can work independently without close supervision.
Interest in marketing products and services based on customer needs.
Must be able to pass insurance exam. Training provided and expenses paid.
Excellent communication skills - written, verbal, and listening.
Dedicated to customer service.
BENEFITS:
Competitive hourly wage plus commission.
Lucrative bonus based on performance.
Opportunity for advancement.
Training & development.
We don't work nights or weekends.
Start your new career now!
$36k-47k yearly est. 26d ago
Financial Associate
River Financial Corporation 4.2
Finance representative job in Auburn, AL
FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
* Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
* Answer incoming calls, whether externally or internally;
* Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
* Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
* Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
* Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
* Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
* Balance cash drawer periodically throughout the day and/or at least daily
* Miscellaneous projects and other duties as requested by Management
* Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
* High School diploma or equivalent
* Previous banking or cash handling experience preferred
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
* Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
* Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
* Ability to apply general accounting knowledge processes (debits, credits, balancing)
* Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
* Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
* Detail oriented and organized
* Excellent interpersonal and communication skills
* Integrity, discretion, and respect for confidential information are absolutely essential
* Willingness to adapt to change
* Work within a variety of different software and web applications
* Able to prioritize duties and effectively manage time
* Analytical and problem-solving skills
* Attend work on a regular basis, on time, and withstand varying degrees of stress
* Excellent interpersonal and communication skills
* Maintaining a professional, business-like appearance and demeanor
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
$33k-56k yearly est. 60d+ ago
Associate Relationship Banker - Taylor Rd Branch (New Build) - Montgomery, AL
Jpmorgan Chase & Co 4.8
Finance representative job in Montgomery, AL
JobID: 210687278 JobSchedule: Full time JobShift: : 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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$22k-27k yearly est. Auto-Apply 4d ago
Associate Relationship Banker - Taylor Rd Branch (New Build) - Montgomery, AL
JPMC
Finance representative job in Montgomery, AL
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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
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.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
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.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$22k-29k yearly est. Auto-Apply 5d ago
Relationship Banker I
Trustmark 4.6
Finance representative job in Montgomery, AL
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities
* Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
* Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
* Deliver exceptional customer experience that follows Trustmark's service standards.
* Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
* Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
* Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
* Making outreach calls to customers and/or prospects.
* Comply with the bank's guidelines, policies, procedures, and standards of performance.
* Perform additional duties as assigned.
Qualifications
* High school diploma or GED
* One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
* Able to use basic math concepts and can handle routine transactions and close out the cash drawer
* Exceptional customer service skills with the ability to learn and communicate Trustmark products
* Pass appropriate assessment tests related to customer service and math skills
* Able to meet sales goals in a retail environment
* Basic computer skills and the ability to learn internal technology systems to perform work tasks
* Strong interpersonal and communication skills both verbal and written
* Time management skills
* Detail-oriented with a focus on quality and accuracy
* Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Preferred:
* Experience in maintaining and balancing a cash drawer
Physical Requirements/Working Conditions:
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment
$22k-25k yearly est. Auto-Apply 3d ago
Community Banker I - Clanton
Marion Community Bank 4.1
Finance representative job in Clanton, AL
COMMUNITY BANKER I
About us:
Through unmatched service and innovative solutions, Marion Community Bank helps make financial success achievable for all customers. For over 90 years, we have been a cornerstone of financial trust and service in the communities we serve.
The bank is currently seeking a Community Banker I to join our team!
This is a full-time, in-office position based in our Clanton Branch. The position generally follows a standard schedule of Monday through Thursday, 8:00 AM to 4:30 PM and Friday, 8:00 AM to 5:00 PM; hours may vary based on business needs.
Key responsibilities include:
Leadership:
Proactively seek opportunities for personal and professional development. Be growth minded.
Enthusiastically support bank initiatives. Reinforce company-wide communication.
Develop and maintain a supportive relationship with branch and interdepartmental teammates.
Sales & Service:
Exhibit strong communication and presentation skills.
Have a strong working knowledge of ALL bank products/services and cross-sell these products/services to new and existing customers.
Assist Branch Managers in identifying new and existing sales opportunities.
Deliver unmatched service by consistently executing the MCB PROMISE.
Job Functions:
Bring in new bank customers and enhance existing customer relationships by developing and executing a sales plan. The plan should include a minimum of 5 sales calls per week and have a good mix of customers, prospects, and centers of influence.
Set, plan, and execute weekly sales calls on existing customers, prospects and centers of influence.
Actively network in the community to build relationships that lead to referrals.
Consistently meet or exceed loan, deposit, and cross selling goals.
Manage and monitor your loan portfolio within the guidelines set by the Chief Credit Officer and Loan Operations Manager.
Complete all assigned training by required deadlines.
Other duties as assigned.
Qualifications
Marion Community Bank offers a competitive benefits package, including health, dental, vision and life insurance, a flexible spending account (FSA), and a 401(k)-retirement plan with company match. We are committed to supporting the well-being and financial security of our team members.
Marion Community Bank is an Equal Opportunity Employer. We are committed to building a diverse and inclusive team and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other legally protected status in accordance with applicable laws.
Employment offers may be contingent upon successful completion of a background check. Marion Community Bank participates in E-Verify to confirm the employment eligibility of all newly hired employees.
If you require assistance or accommodation during the application or interview process due to a disability, please contact us directly, and we will make every effort to accommodate your needs.
$25k-37k yearly est. 16d ago
Member Contact Center Financial Services Representative
ASE Credit Union 3.1
Finance representative job in Montgomery, AL
Job DescriptionRole
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities35%
Works loan queues and conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Assists with answering the loan line and provides backup and support to the call center and processor as needed. Answers incoming department calls and emails and helps maintain a high level of service.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and SkillsExperience
Two years of financial industry experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Excellent written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office.
ADA RequirementsPhysical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
Job Posted by ApplicantPro
$21k-24k yearly est. 22d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Montgomery, AL Merrill Office
Bank of America Corporation 4.7
Finance representative job in Montgomery, AL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
* Unlimited potential for financial growth.
* A strong referral base from across the business through our relationship with one in every two households.
* Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
* Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
* Displays confidence working in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$46k-75k yearly est. 38d ago
Financial Services Representative
Worldacceptance
Finance representative job in Selma, AL
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15 hourly Auto-Apply 13d ago
Associate Relationship Banker - Taylor Rd Branch (New Build) - Montgomery, AL
Jpmorganchase 4.8
Finance representative job in Montgomery, AL
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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
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.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
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.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$22k-27k yearly est. Auto-Apply 5d ago
Financial Associate (Part-time)
Auburn University 3.9
Finance representative job in Auburn, AL
Details** Information **Requisition Number** S4707P **Home Org Name** Entomology and Plant Pathology **Division Name** College of Agriculture Title** Financial Associate (Part-time) **Job Class Code** DE02A **Appointment Status** Part-time
**Part-time FTE**
.50
**Limited Term**
Yes
**Limited Term Length**
**Job Summary**
**This is a part-time (50%) one year, limited term appointment renewable upon satisfactory job performance and availability of funds.**
The individual selected for this position will assist with routine financial transactions and payment services for the department of Entomology and Plant Pathology.
**Essential Functions**
Responsibilities include, but are not limited to the following:
+ Assist faculty, staff, and students with general financial matters, including travel vouchers and payment of invoices on vendor vouchers.
+ Assist with purchasing card reconciliations each month.
+ Prepare collections reports and journal vouchers (budget transfers and departmental error corrections).
+ Prepare purchase requisitions and work with faculty and staff to secure all required backup documentation (quotes, vendor disclosures, sole source, software approvals, etc.).
+ Assist the departmental accountant and department chair with other financial matters as needed, including generating reports, entering salary wage transfers, entering labor distribution EPAFs, etc.
+ Perform other duties as assigned.
**Why Work at Auburn?**
+ **Life-Changing Impact** : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
+ **Culture of Excellence** : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
+ **We're Here for You** : Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
+ **Sweet Home Alabama** : The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
+ **A Place for Everyone** : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
**Minimum Qualifications**
High school diploma or equivalent and 4 years of experience in financial support services.
Degrees accepted in lieu of experience
Minimum Skills, License, and Certifications
**Minimum Skills and Abilities**
**Minimum Technology Skills**
Demonstrated proficiency and experience working with MS Excel
**Minimum License and Certifications**
Desired Qualifications
**Desired Qualifications**
Desired qualifications include knowledge of or experience with Auburn University's financial policies and procedures.
Posting Detail Information
**Salary Range**
$31,200 - $37,200
**Job Category**
Business/Accounting/Finance
**Working Hours if Non-Traditional**
**City position is located in:**
Auburn
**State position is located:**
Alabama
**List any hazardous conditions or physical demands required by this position**
**Posting Date**
08/25/2025
**Closing Date**
**Equal Opportunity Compliance Statement**
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit theirwebsite (*************************************** to learn more.
**Special Instructions to Applicants**
**Quick Link for Internal Postings**
*******************************************
**Documents Needed to Apply**
**Required Documents**
1. Resume
2. Cover Letter
**Optional Documents**
How much does a finance representative earn in Montgomery, AL?
The average finance representative in Montgomery, AL earns between $16,000 and $49,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Montgomery, AL
$28,000
What are the biggest employers of Finance Representatives in Montgomery, AL?
The biggest employers of Finance Representatives in Montgomery, AL are: