Finance representative jobs in Oak Creek, WI - 246 jobs
All
Finance Representative
Relationship Banker
Finance Service Representative
Finance Internship
Banker
Finance Advisor
Business Banker
Bank Specialist
Futures Trader
Relationship Banker
Bank of America Corporation 4.7
Finance representative job in Waukegan, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 7d ago
Looking for a job?
Let Zippia find it for you.
Financial Representative
Empire Growth Partners/Northwestern Mutual
Finance representative job in Milwaukee, WI
As business owners, FinancialRepresentatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a FinancialRepresentative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
$29k-57k yearly est. 60d+ ago
Future Positions
HP Tuners 4.9
Finance representative job in Buffalo Grove, IL
Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
$86k-128k yearly est. 60d+ ago
Financial Representative - State Farm Agent Team Member
Manuel Torres II
Finance representative job in Waukegan, IL
Benefits:
Competitive salary
Opportunity for advancement
Training & development
🌟 Join the Team at Manuel Torres State Farm in Waukegan! 🌟 Bilingual Spanish Sales Representative
Type: Full-Time
Are you ready to make a difference while speaking your native language? Manuel Torres State Farm is on the hunt for a vibrant, bilingual Spanish Sales Representative to join our dynamic team in Waukegan! If you're passionate about helping others, love building relationships, and thrive in a fast-paced environment, this is the role for you!
What You'll Be Doing:
🌟 Connect & Engage: Use your Spanish-speaking skills to build lasting relationships with our diverse clients. Your ability to communicate clearly and effectively will be key in delivering exceptional customer service.
💼 Sales & Solutions: Dive into the exciting world of insurance! Help clients understand their options, recommend products that fit their needs, and close sales with confidence and enthusiasm.
🛠️ Team Player: Collaborate with our awesome team to reach sales goals and contribute to a fun, supportive work environment. Your positive attitude and teamwork will shine here!
📈 Grow & Learn: Take advantage of professional development opportunities and advance your career with us. We're committed to your growth and success!
What We're Looking For:
🗣️ Bilingual Brilliance: Fluency in Spanish and English is a must! Your language skills will be the key to connecting with our clients.
🌟 Sales Savvy: Experience in sales is a plus, but if you're a quick learner with a passion for customer service, we want to hear from you!
💬 People Person: Excellent communication skills, a friendly demeanor, and a knack for problem-solving. We need someone who can build rapport and make clients feel valued.
🎉 Energetic & Enthusiastic: Bring your positive energy and enthusiasm to our team. We're looking for someone who's ready to dive in and make an impact!
Perks & Benefits:
Competitive salary with performance-based incentives
Paid time off and holidays
Opportunities for career advancement and professional development
A fun, inclusive, and supportive work environment
Ready to join a team where your skills and personality will truly shine? Apply today and let's make a difference together at Manuel Torres State Farm in Waukegan!
How to Apply:
Send your resume and a brief cover letter highlighting why you're the perfect fit for this role to [email address]. We can't wait to meet you!
Manuel Torres State Farm is an Equal Opportunity Employer.
Compensation: $17.00 - $20.00 per hour
We're Hiring!
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$17-20 hourly Auto-Apply 60d+ ago
Financial Advisor - Libertyville, IL
Country Financial 4.4
Finance representative job in Libertyville, IL
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and or financial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered Financial Analyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and or financial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
#LI-Agency
$64k-105k yearly est. 5d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Finance representative job in Milwaukee, WI
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$31k-67k yearly est. Auto-Apply 59d ago
Financial Services Representative - State Farm Agent Team Member
Joe Woelfle-State Farm Agent
Finance representative job in Mequon, WI
Job DescriptionBenefits:
Hiring bonus
Health stipend
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
FINRA Series 6/63/65 or 7 licenses will be required.
$26k-41k yearly est. 10d ago
Financial Services Representative State Farm Agent Team Member
Jeffrey Smith-State Farm Agent
Finance representative job in Lake Forest, IL
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Jeffrey Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses
Excellent analytical, organizational, and problem-solving skills
Effective communication skills
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Health Benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
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.
$29k-46k yearly est. 27d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Vernon Hills, IL
College FinancialRepresentatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financialrepresentatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time FinancialRepresentative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College FinancialRepresentative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time FinancialRepresentative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 23d ago
Financial Services Representative
Worldacceptance
Finance representative job in Watertown, WI
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 Rate: $16 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$16-19 hourly Auto-Apply 10d ago
Main Banker
Full House Resorts 3.2
Finance representative job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
$19-30 hourly 60d+ ago
Business Banker
Citizens Bank 3.7
Finance representative job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-49k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Finance representative job in Buffalo Grove, IL
Vernon Hills, Illinois;Arlington Heights, Illinois; Highland Park, Illinois; Palatine, Illinois; Buffalo Grove, Illinois; Lake Zurich, Illinois; Waukegan, Illinois
**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 (********************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
+ Collaborates effectively to get things done, building and nurturing strong relationships.
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
+ Is confident in identifying solutions for new and existing clients based on their needs.
+ Communicates effectively and confidently, and is comfortable engaging all clients.
+ Has the ability to learn and adapt to new information and technology platforms.
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
+ Applies strong critical thinking and problem-solving skills to meet clients' needs.
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
+ Efficiently manages time and capacity.
+ Focuses on results, while acting in the best interest of the client.
+ Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions.
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
+ Six months of cash handling experience.
+ Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**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.
$31k-36k yearly est. 7d ago
Financial Advisor - Libertyville, IL
Country Financial 4.4
Finance representative job in Libertyville, IL
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
#LI-Agency
$64k-105k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Milwaukee, WI
College FinancialRepresentatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financialrepresentatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time FinancialRepresentative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College FinancialRepresentative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time FinancialRepresentative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 23d ago
Financial Services Representative - State Farm Agent Team Member
Manuel Torres II
Finance representative job in Waukegan, IL
Benefits:
Competitive salary
Opportunity for advancement
Training & development
Job Title: Bilingual Spanish Sales and Service Representative Join the Winning Team with Manuel Torres!
Are you ready to be part of a dynamic team that values both hard work and fun? Manuel Torres, a State Farm Chairman's Circle Agent and Great Lakes Leader Club Agent, is looking for a Bilingual Spanish Sales and Service Representative to join his amazing crew in Waukegan!
About Manuel: Since 2001, Manuel has been dedicated to providing exceptional service and support to his clients. With a passion for helping people and a commitment to excellence, he's not just an agent-he's an ambassador of trust and reliability. He has also earned the prestigious Ambassador Travel award, proving that he knows how to take care of business (and have a good time)!
What You'll Do:
Connect with clients in both Spanish and English to provide top-notch service.
Help customers understand their insurance needs and find the right solutions.
Be the friendly face of our agency, creating lasting relationships in the community.
Collaborate with a supportive team that celebrates every success-big or small!
What We're Looking For:
Bilingual in Spanish and English-your language skills are key!
A knack for sales and a passion for customer service.
A positive attitude and a willingness to learn and grow.
Previous experience in sales or customer service is a plus, but not required!
Why Join Us?
Be part of a successful team with a leader who values your contribution.
Enjoy a fun, collaborative work environment where your ideas are welcomed.
Opportunities for career advancement and professional development.
Competitive salary and benefits-because we believe in rewarding hard work!
Ready to take your career to the next level with a top-tier agent? If you're enthusiastic, motivated, and ready to make a difference in people's lives, we want to hear from you!
Join Manuel's Team and Help Shape the Future-One Conversation at a Time!
Compensation: $17.00 - $19.00 per hour
We're Hiring!
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$17-19 hourly Auto-Apply 60d+ ago
Business Banker
Citizens Bank 3.7
Finance representative job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-49k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America Corporation 4.7
Finance representative job in Buffalo Grove, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 7d ago
Digital Banking Specialist
Citizens Bank 3.7
Finance representative job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a Digital Banking Specialist to join our Electronic Banking Operations team.
Description:
Provide professional support to both internal and external customers in regards to all Digital Banking products.
Duties and Responsibilities:
Respond to emails and calls from customers or Bank staff on any Digital Banking product. Requests may include a wide variety of items, such as password resets, changes due to upgrades, system problems, date discrepancies, explanation of functionality, etc.
Place support calls to vendors when needed to fix or get answers to questions in regards to Digital Banking products.
Utilize the CRM system to track and resolve issues
Handle all communications with extreme confidentiality and privacy, including password and user name protection.
Provide authorizations for the setup of Apple, Samsung and Google Pay.
Provide administrative support for Digital Banking products, including Banno, Bill Pay, Cash Management, Remote Deposit Capture (RDC) and Zelle.
Setup Users for Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services.
Travel to customer locations to provide training on Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services.
Travel to customer locations to fix or replace RDC scanners or trouble shoot system issues.
Assist in keeping documented procedures for all Digital Banking products up to date.
On a daily, weekly, monthly or yearly basis, produce and review reports as required by the Digital Banking Department.
Stay current on Digital Banking products by reviewing documentation about those products as given by the Digital Banking Officer.
Scan and verify documents uploaded into Synergy by the Digital Banking area.
Recognize opportunities for business services referrals.
Assist in fraud prevention, education, and mitigation.
Non-Essential Duties:
Assist Digital Banking Officer in testing new products when requested.
Assist in tracking annual ACH Security Framework audits.
Any other duties as assigned.
Critical Competencies:
Accountability
Problem Solving
Communication
Job Knowledge
Customer Service Excellence
Requirements:
High school diploma or general education degree (GED) required
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience
Current or prior experience preferred
Understanding and adherence to Bank policies and procedures as well as regulatory requirements
Excellent verbal and written communication skills
Must be able to prioritize simultaneous projects and meet deadlines in a very busy, fast paced environment
Demonstrate computer skills including:
Microsoft Office (Word, Excel, and Outlook and Bank software programs)
Internet usage and applications
Understanding of Jack Henry at an intermediate level
Experience with general office equipment
Excellent customer service skills
High accuracy in all work and attention to detail
High level of professionalism
Confidentiality
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$30k-38k yearly est. Auto-Apply 15d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance representative job in Elm Grove, WI
College FinancialRepresentatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financialrepresentatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time FinancialRepresentative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College FinancialRepresentative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time FinancialRepresentative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
How much does a finance representative earn in Oak Creek, WI?
The average finance representative in Oak Creek, WI earns between $22,000 and $78,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Oak Creek, WI
$41,000
What are the biggest employers of Finance Representatives in Oak Creek, WI?
The biggest employers of Finance Representatives in Oak Creek, WI are: