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Bank of America 4.7
Finance representative job in West Valley City, UT
Riverton, Utah;West Jordan, Utah; Sandy, Utah; West Jordan, Utah; Taylorsville, Utah **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! **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. ****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.**** **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 + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance + **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's 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.
$26k-30k yearly est. 1d ago

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Branch Relationship Banker-Provo/University
Banktalent HQ
Finance representative job in Provo, UT
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Join a company where your efforts will make a difference to our community. We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today! This role will: Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Open new accounts, consumer loans, and refer other banking products as applicable. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources. Make appropriate referrals for other bank products and services, including commercial lending products. Potentially perform cash transactions, open or update accounts, originate and close consumer or small business loans. Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer. Perform other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
$27k-33k yearly est. 3d ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Finance representative job in Salt Lake City, UT
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication For this US-based position, the base pay range is $18.00 - $25.44 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
$18-25.4 hourly Auto-Apply 8d ago
2026 Intern - Data Scientist, Predictive Finance
Adobe 4.8
Finance representative job in Lehi, UT
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Are you looking for a thrilling opportunity in the field of predictive finance? This internship at Adobe gives you the chance to collaborate with industry professionals, using data to make financial predictions and develop strategies. Our Digital Experience business unit is seeking a motivated individual to join their team in the field of planning and analytics, working under the direct supervision of the Sr. Manager of Strategic Analytics. All 2026 Adobe interns will be co-located hybrid. This means that interns will work between their assigned office and home. Interns will be based in the office where their manager and/or team are located, where they will get the most support to ensure collaboration and the best employee experience. Managers and their organization will determine the frequency they need to go into the office to meet priorities. What You'll Do As a Data Science Intern - Predictive Finance, you will: Gather, analyze, summarize, and prepare data to train predictive AI/ML models for finance. Develop a robust program and method to maintain and govern existing and future models. Collaborate with cross-functional teams to integrate predictive models into business processes. Conduct data validation and ensure the accuracy and reliability of datasets. Help in crafting comprehensive documentation and reports that summarize model performance and insights. Contribute to the continuous improvement of our data science practices and methodologies. What You Need to Succeed Currently enrolled full time and pursuing a Data Science, Statistics, Computer Science, Finance, or a related field; or equivalent degree required with an expected graduation date of December 2026- June 2027 Ability to participate in a full time internship between May-September Strong analytical skills and a proven ability to work with large datasets. Proficiency in programming languages such as SQL, Python or R. Familiarity with AI/ML concepts and tools. Outstanding problem-solving skills and a keen attention to detail. Strong communication skills and the ability to collaborate effectively with team members. Experience with data visualization tools like Power BI or Tableau is a plus. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $38.00 -- $51.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$38-51 hourly Auto-Apply 35d ago
Entry-Level Financial Representative
Cambridge Financial Network
Finance representative job in South Jordan, UT
Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Attend virtual and in-person training to enhance financial expertise. Utilize marketing tools and resources to grow your client base. Work with clients to assess financial needs and develop personalized strategies. Provide guidance on insurance, investments, and retirement planning. Engage in structured coaching, mentorship, and training programs. Qualifications: Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior financial experience is required, and comprehensive training is included. Demonstrated leadership or a proven track record of success. Must be authorized to work in the US. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$24k-36k yearly est. 24d ago
Sales / Finance Representative
Lease End
Finance representative job in Lehi, UT
Lease End is revolutionizing the auto leasing industry and is rapidly growing across the nation! Our Vision is to be the only loved end of lease experience in the nation! Weve created a way for someone who has leased a vehicle to finalize that lease from the comfort of their home, instead of dealing with the headache of the car dealership! Last year we were on the Inc 5000 list for fastest growing companies in the nation! Our standards are simple: stay customer focused, get 1% better daily, keep it lean, have fun, and get the job done! Job Description: If youre a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call the customer, review their approval, sell them additional products (VSC & GAP Insurance), and get all documentation signed! Benefits: Consistent schedule Competitive pay structure with uncapped commissions Exciting incentives to recognize your hard work Ongoing training and opportunities for career advancement Joining a reputable brand with a success focused team Responsibilities: Take approved credit applications and convert them into Lease End Customers Follow guidelines within our software to get the correct documents signed Be detail oriented so all paperwork is completed properly Ensure the customer has a 5-star sales experience using our services Requirements: Work in office at our Lehi location 5 days a week Ability to properly help the customer understand the benefits of purchasing VSC and Gap insurance with the purchase of their vehicle Ability to adapt to the customers needs Demonstrated professionalism and strong interpersonal skills. Proven ability to be metrics and results driven! Why Join Us? At Lease End, we foster an environment that values growth, excellence, and team satisfaction. If youre ready to improve your life and work hard, join Lease End. We value employee growth and excellence in all we do.To apply, please submit your application below, and well be in touch soon. Job Type: Full-time Pay: Commission averaging $7,000 - $14,000 ++ per month
$52k-82k yearly est. 24d ago
Finance & Operations Intern
Magleby Professional Services LLC 3.7
Finance representative job in Lindon, UT
Magleby Construction is an award-winning custom, luxury residential builder located in the heart of Utah. For 50 years Magleby Construction has been well known for its professionalism and leadership. The company operates in Utah, priding itself in many successful residential, commercial and remodel projects. Twice recognized by the National Association of Home Builders as Custom Builder of the year in 2006 and 2016, Magleby Construction made history as the first custom builder to receive this prestigious award twice. Magleby Construction is seeking a motivated Finance & Operations Intern to support key functions across our finance, fleet, and insurance operations. This role is ideal for a self-starter pursuing or holding a degree in Accounting, Finance, or Business Analytics who enjoys working with data and learning how financial and operational systems come together to drive a company forward. The intern will support key financial and operational functions, including financial analysis, budgeting, cash flow forecasting, fleet and equipment tracking, and insurance program initiatives. This part-time position offers hands-on experience in a real-world business environment and reports directly to the CFO. The internship duration will be determined at the time of hire. Key Responsibilities Financial Analysis & Reporting Assist with monthly financial reports, trend analysis, and variance reviews Help track KPIs and performance metrics for company divisions and projects Support data collection and visualization using Excel, Power BI, or Business Central Cash Flow & Budget Support Participate in the preparation and review of company and project-level budgets Help update and maintain 13-week cash flow forecasts Support analysis of vendor spend, purchasing trends, and cost-saving opportunities Fleet & Equipment Management Help organize and analyze data for the company's fleet and equipment tracking systems Assist with utilization and cost analysis to inform replacement or purchasing decisions Support initiatives around fuel tracking, maintenance, and asset reporting Insurance & Risk Support Assist with data gathering for policy renewals and claims tracking Support documentation and reporting related to builder's risk, vehicle, and liability policies Recommend process improvements that align with company safety and insurance goals Qualifications Currently pursuing or recently completed a bachelor's degree in accounting, finance, construction management or business (with analytical or data emphasis) Strong analytical, organizational, and problem-solving skills High proficiency in Excel and familiarity with financial modeling or data visualization tools Ability to work independently and manage multiple tasks in a fast-paced environment Detail-oriented with excellent written and verbal communication skills What You'll Gain Real-world experience in construction finance and operations Exposure to leadership-level decision-making and cross-functional collaboration Mentorship from seasoned professionals in finance, operations, and risk management Potential for continued employment or future opportunities within Magleby Construction Magleby Construction is an equal opportunity employer and does not discriminate against any protected class including, but not limited to, race, gender, color, national origin, veteran status, disability, sexual orientation, and gender identity. We participate in E-Verify and pre-employment drug screening.
$32k-37k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Farmington, UT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$38k-66k yearly est. Auto-Apply 15d ago
Financial Services Representative (Bilingual Preferred)
Worldacceptance
Finance representative job in Salt Lake City, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative (Bilingual Preferred) 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: $18- $19.75 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.
$18-19.8 hourly Auto-Apply 60d+ ago
Financial Service Representative (Teller)
Cyprus Credit Union 3.7
Finance representative job in Millcreek, UT
Join Our Team as a Part-Time Member Service Representative (Teller) for Our Northern Branches! Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine! At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer: * Competitive pay with opportunities for bonuses and incentives. * A bilingual pay increase for English/Spanish speakers. * Comprehensive benefits, including health, dental, vision, life insurance, and more. * Retirement savings plans like 401k. * Generous PTO from day one, with additional time off for your birthday and volunteer work. * Tuition reimbursement for ongoing education and professional development. * A vibrant, inclusive environment focused on community impact and sustainability. It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2025! What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact. What You'll Do: Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities. Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations. Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future. Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being. Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience. Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support. Your Skills & Experience: Education: A high school diploma or equivalent (or work release papers). Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members. Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals. Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success. Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation. Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment. Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives. Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge! Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community, apply today!
$24k-32k yearly est. 5d ago
Private Client Banker - One Utah - Salt Lake City, UT
JPMC
Finance representative job in Salt Lake City, UT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$29k-52k yearly est. Auto-Apply 60d+ ago
Branch Business Development Banker
Banktalent HQ
Finance representative job in Herriman, UT
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Join a company where your efforts will make a difference to our community. We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today! This role will: Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Open new accounts, consumer loans, and refer other banking products as applicable. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources. Make appropriate referrals for other bank products and services, including commercial lending products. Potentially perform cash transactions, open or update accounts, originate and close consumer or small business loans. Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer. Perform other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
$43k-77k yearly est. 3d ago
Relationship Banker
Bank of America 4.7
Finance representative job in West Jordan, UT
Riverton, Utah;West Jordan, Utah; Sandy, Utah; West Jordan, Utah; Taylorsville, Utah **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! **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. ****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.**** **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 + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance + **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's 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.
$26k-30k yearly est. 1d ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Finance representative job in Salt Lake City, UT
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication Skills Not Specified Physical Demands * Sitting * Standing * Extended Computer Usage * Walking Work Environment * Well-lit * Remote * Noise Level -Quite * Climate Controlled For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
$17.8-24.7 hourly Auto-Apply 8d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Provo, UT
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Financial Service Representative (Teller)
Cyprus Credit Union 3.7
Finance representative job in Salt Lake City, UT
Job Description Join Our Team as a Part-Time Member Service Representative (Teller) for Our Northern Branches! Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine! At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer: Competitive pay with opportunities for bonuses and incentives. A bilingual pay increase for English/Spanish speakers. Comprehensive benefits, including health, dental, vision, life insurance, and more. Retirement savings plans like 401k. Generous PTO from day one, with additional time off for your birthday and volunteer work. Tuition reimbursement for ongoing education and professional development. A vibrant, inclusive environment focused on community impact and sustainability. It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2025! What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact. What You'll Do: Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities. Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations. Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future. Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being. Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience. Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support. Your Skills & Experience: Education: A high school diploma or equivalent (or work release papers). Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members. Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals. Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success. Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation. Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment. Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives. Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge! Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community, apply today !
$24k-32k yearly est. 5d ago
Relationship Banker
Bank of America Corporation 4.7
Finance representative job in West Jordan, UT
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! 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. 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. 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 Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance 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's 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
$26k-30k yearly est. 2d ago
Branch Relationship Banker-West Jordan/78th South
Banktalent HQ
Finance representative job in West Jordan, UT
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Join a company where your efforts will make a difference to our community. We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today! This role will: Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Open new accounts, consumer loans, and refer other banking products as applicable. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources. Make appropriate referrals for other bank products and services, including commercial lending products. Potentially perform cash transactions, open or update accounts, originate and close consumer or small business loans. Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer. Perform other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
$27k-33k yearly est. 4d ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Finance representative job in Provo, UT
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. * This role is FULL TIME Tuesday through Saturday 9:00am - 5:30pm. Bilingual Spanish preffered.* To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
$15.4-23.1 hourly Auto-Apply 8d ago
Financial Service Representative (Teller)
Cyprus Credit Union 3.7
Finance representative job in West Jordan, UT
Join Our Team as a Part-Time Member Service Representative (Teller) for Our Southern Branches! Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine! At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer: * Competitive pay with opportunities for bonuses and incentives. * A bilingual pay increase for English/Spanish speakers. * Comprehensive benefits, including health, dental, vision, life insurance, and more. * Retirement savings plans like 401k. * Generous PTO from day one, with additional time off for your birthday and volunteer work. * Tuition reimbursement for ongoing education and professional development. * A vibrant, inclusive environment focused on community impact and sustainability. It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2025! What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact. What You'll Do: Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities. Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations. Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future. Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being. Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience. Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support. Your Skills & Experience: Education: A high school diploma or equivalent (or work release papers). Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members. Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals. Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success. Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation. Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment. Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives. Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge! Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community, apply today!
$24k-32k yearly est. 5d ago

Learn more about finance representative jobs

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

The average finance representative in Orem, UT earns between $20,000 and $43,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Orem, UT

$29,000

$20,00010%

$29,000Median

$43,00090%

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

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

Delaney Educational Enterprises
R1 RCM
R1 Revenue Cycle Management
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Finance representative jobs in Orem, UT - 137 jobs

Relationship Banker

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Financial Counseling Representative I

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Financial Services Representative (Bilingual Preferred)

Financial Service Representative (Teller)

Private Client Banker - One Utah - Salt Lake City, UT

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Relationship Banker

Financial Counseling Representative I

College Financial Representative, Internship Program

Financial Service Representative (Teller)

Relationship Banker

Branch Relationship Banker-West Jordan/78th South

Financial Counseling Representative I

Financial Service Representative (Teller)

Learn more about finance representative jobs

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

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