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  • FINANCIAL ADVISOR

    Springs Valley Bank 3.4company rating

    Finance representative job in Jasper, IN

    JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business MAJOR DUTIES & RESPONSIBILITIES: * Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. * Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. * Work with internal team to effectively coordinate delivery of an exceptional client experience. * Build and maintain relationships with prospects and existing clients. * Develop and leverage a personal network in the local community. EDUCATION & EXPERIENCE: * Bachelor's degree in finance or related field. * Two to five years of experience in investments preferred. KNOWLEDGE, SKILLS, AND ABILITIES: * Knowledge of investment securities. * Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. EOE, including disability/vets
    $75k-117k yearly est. 60d+ ago
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  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Evansville, IN

    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.
    $63k-111k yearly est. Auto-Apply 19d ago
  • Financial Planner

    The Greater Midwest Financial Group 3.8company rating

    Finance representative job in Evansville, IN

    Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.
    $50k-75k yearly 20d ago
  • Patient Financial Representative

    Ohio County Healthcare 3.8company rating

    Finance representative job in Hartford, KY

    Principal Responsibilities and Competencies: o Liaison between Trubridge private pay outsourcing and OCH. Work with Trubridge to ensure soft pay collections run smoothly, address account issues thru Task Manager, make bi-weekly conference call with Trubridge. o Monthly key and build Medicare Bad Debt log. This entails receiving monthly info from CBS, printing files and itemized statements for keying of log to be turned in to Supervisor each month. o Process applications from patients who have applied for our inhouse Financial Assistance Program; whether they are denied, 100% approved or approved partially based on the sliding scale, discount accordingly for approvals, mail & contact patient with approval or denial. Log applications received with their approval and/or denial status. o Work with employees for payoffs on their hospital bills or set up payroll deduction and monitor those until paid in full. o Process employee payments in CPSI and ECW. o Keep ongoing insurance payments made by virtual credit cards cancelled due to high credit card processing fees. o Weekly review of past due letter 1's to ensure they are ready to mail. o Weekly review of accts for bad debt write-off. File sent by TB reviewed for accounts that do not meet the requirements for bad debt write-off. o Weekly review of report of Medicaid accounts that have a statement scheduled to send to patient. Work with Medicaid follow-up to verify if statement should be sent or if adjustment to balance is needed. o Answer incoming calls on main line to business office to take payments over the phone and resolve patient account concerns. o Alternate cashier's office coverage, process patient payments, answering the phone, reviewing daily receipts report for private pay receipt accuracy and reporting payments to Credit Bureau Systems as needed. o When needed, review inpatient/outpatient register for IC applications, work with pts using soft collections, process Indigent Care applications and/or denials, do IC pre-screenings when applicable and review of statement preview report. o Cover data processing when needed, posting of cash, entering charges into CPSI and bank statement reconciliation. o Generate Good Faith Estimates (GFE) for all scheduled self-pay services in compliance with the No Surprises Act. o Other duties as needed Qualifications Education: High school diploma or equivalent Experience: Preferred experience in insurance billing and follow-up. Work Environment: Office setting Physical Demand: Walking, frequent sitting at desk, occasionally stair climbing, occasionally lifting, looking at computer screen, writing. Schedule: Monday through Friday; 40 hours. Travel: Occasionally travels from off-site business office to hospital or clinic locations
    $26k-30k yearly est. 15d ago
  • Impressment Banker

    Casino and

    Finance representative job in Evansville, IN

    Why Bally's? Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business. With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas. The Role: • Performs daily drops of TRU Bill Validator (BV) and re-impressments of cash cassettes. • Performs weekly TRU coin reconciliation. • Performs replenishment of cash cassettes when necessary due to patron business. • TRU cart operation, loading of cassettes • Must be able to perform other necessary physical actions of TRU responsibilities. • Accurately redeems guest's gaming chips. • Redeem guest's slot payout tickets. • Cash guest's personal checks, electronic checks, credit card advances and markers. • Payouts for guest prizes verifying all appropriate identification. • Pay/reimburse jackpots for Slot Hosts. • Redeem chips and make change for Food & Beverage staff and any other Team Member transactions as deemed appropriate by Casino Management. • Must be able to stand and walk for prolong periods of time (7+ hours). • Knowledgeable of the Indiana Gaming regulations as well as the company's internal controls, policies, and procedures. • Knowledgeable of Title 31 Bank Secrecy Act for large cash transactions and recording/reporting requirements. • May redeem guest's Sports Book Tickets while adhering to all company, gaming, and Title 31 regulatory requirements. • Always follow the Company Service Standards model. • Must be able to work a variety of hours, holidays, and weekends as necessary. • Must be available for regularly scheduled work. • Performs other duties as assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have working knowledge of Microsoft Office products. Ability to learn multiple gaming software applications. Ability to learn software applications quickly. What's in it for you: · Competitive Salary with annual performance reviews · Comprehensive health coverage plan that includes medical, dental, and vision · 401(K)/ Company Match · Access Perks and Childcare discounts Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Let Bally's Bet on You - We can't wait to meet you!
    $34k-66k yearly est. 20d ago
  • Personal Banker

    German American Bancorp, Inc. 4.5company rating

    Finance representative job in Princeton, IN

    Job Title: Personal Banker As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You'll Do: * Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management. * What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products. Bonus Points: * Bilingual/Multilingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Education assistance program * Paid family bonding leave * Wellness benefits * Life event coverage * Service awards * Financial benefits including 401(k) match, stock purchase plan, loan discounts and more * National and local discounts on everything from computers and vacations to phones and retail shopping * Free checking account, checks and discounted bank services This position will be located at: Princeton 231 W Broadway Princeton, Indiana, 47670 United States About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
    $37k-42k yearly est. 41d ago
  • Financial Services Representative

    Worldacceptance

    Finance representative job in Morgantown, KY

    World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15-$18 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. 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. 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 It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-18 hourly Auto-Apply 6d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Gary Carver-State Farm Agent

    Finance representative job in Central City, KY

    Job DescriptionBenefits: Life Insurance Bonus based on performance Competitive salary Paid time off Training & development ROLE DESCRIPTION: As an Insurance Account Representative-State Farm Agent Team Member for Gary Carver State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $30k-39k yearly est. 12d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Marcy King-State Farm Agent

    Finance representative job in Fort Branch, IN

    Job Description*Now Inviting Candidates to Apply* Join a winning insurance and financial services team at Marcy King State Farm. Apply for this sales position and be coached to earn a high level based on your hard work. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens. This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. RESPONSIBILITIES: Establish customer relationships and follow up with customers and prospects as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Love for providing a high level of customer service Confidence in dealing with the public (Previous sales experience preferred but not required.) Able to obtain Property/Casualty License & Life/Health License Excellent communication skills - written, verbal, and listening People-oriented Proactive in problem solving Interested in marketing products and services based on customer needs Competitive & goal-oriented Thrive in a fast-paced environment BENEFITS: Salary plus commission/bonus Great bonus potential for top performers Paid time off (vacation, sick time and holidays) Flexible hours Growth potential/Opportunity for advancement within my office Extensive training available Employees should expect to make between $40,000 - $100,000+/year depending on individual results.
    $32k-42k yearly est. 8d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Candace Crossan-State Farm Agent

    Finance representative job in Owensboro, KY

    Job DescriptionBenefits: Bonus based on performance Paid time off 401(k) State Farm Insurance Agent Candace Crossan located in Owensboro, KY is seeking an outgoing, career-oriented professional to join their team. Candace Crossan State Farm Insurance Agency is searching for a competitive producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance and Financial Services Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with customers, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Candace Crossan State Farm Insurance Agency, you are vital to our daily business operations and success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. Provide prompt, accurate, friendly, cost-effective sales service by responding to inquiries regarding insurance availability, eligibility, coverages, and payment plans and procedures. Be knowledgeable of all products offered. Pivot for sales opportunities and referrals with each transaction. Meet individual sales goals as directed by Agent. Prepare forms, policies, and endorsements when required. Proactively contact prospects and current policyholders for sales appointments. Perform other related duties as assigned by the agent. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. Strong listening, oral and written communications skills. Initiative and Self Reliance: make decisions on a timely basis and take necessary actions without direction from others. Goal oriented: highly motivated and resourceful to achieve results. Ability to learn and apply product and customer knowledge to professionally service and assist in the marketing of State Farm products. Ability to pay close attention to detail and accuracy. Ability to create and maintain business relationships with prospects and policyholders. Proven track record of trustworthiness, dependability and ethical behavior. Ability to be organized, and act on several activities concurrently and effectively. Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening Proactive in problem solving Able to learn computer functions Ability to work in a team environment Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Self-motivated Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) As an Agent Team Member, you will receive: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Training & development Valuable experience ************************ This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $30k-39k yearly est. 23d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Chad Mabry-State Farm Agent

    Finance representative job in Evansville, IN

    Job DescriptionBenefits: Simple IRA (matching) Bonus based on performance Paid time off ROLE DESCRIPTION: Chad Mabry - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Work alongside your agencys team to ensure successful long-lasting customer relations. QUALIFICATIONS: Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Ability to effectively relate to a customer Property & Casualty license BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office Licensing reimbursement after 3 months Signing bonus for pre-licensed professionals
    $32k-42k yearly est. 7d ago
  • Impressment Banker

    Bally's Corporation 4.0company rating

    Finance representative job in Evansville, IN

    Why Bally's? Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business. With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas. The Role: * Performs daily drops of TRU Bill Validator (BV) and re-impressments of cash cassettes. * Performs weekly TRU coin reconciliation. * Performs replenishment of cash cassettes when necessary due to patron business. * TRU cart operation, loading of cassettes * Must be able to perform other necessary physical actions of TRU responsibilities. * Accurately redeems guest's gaming chips. * Redeem guest's slot payout tickets. * Cash guest's personal checks, electronic checks, credit card advances and markers. * Payouts for guest prizes verifying all appropriate identification. * Pay/reimburse jackpots for Slot Hosts. * Redeem chips and make change for Food & Beverage staff and any other Team Member transactions as deemed appropriate by Casino Management. * Must be able to stand and walk for prolong periods of time (7+ hours). * Knowledgeable of the Indiana Gaming regulations as well as the company's internal controls, policies, and procedures. * Knowledgeable of Title 31 Bank Secrecy Act for large cash transactions and recording/reporting requirements. * May redeem guest's Sports Book Tickets while adhering to all company, gaming, and Title 31 regulatory requirements. * Always follow the Company Service Standards model. * Must be able to work a variety of hours, holidays, and weekends as necessary. * Must be available for regularly scheduled work. * Performs other duties as assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have working knowledge of Microsoft Office products. Ability to learn multiple gaming software applications. Ability to learn software applications quickly. What's in it for you: * Competitive Salary with annual performance reviews * Comprehensive health coverage plan that includes medical, dental, and vision * 401(K)/ Company Match * Access Perks and Childcare discounts Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Let Bally's Bet on You - We can't wait to meet you!
    $32k-38k yearly est. 21d ago
  • Relationship Banker

    Old National Bank 4.4company rating

    Finance representative job in Huntingburg, IN

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 60d+ ago
  • Insurance Account Representative - State Farm Agent Team Member

    Steve Crisp-State Farm Agent

    Finance representative job in Greenville, KY

    Job DescriptionBenefits: Competitive hourly rate + Monthly bonus based on performance Quarterly Incentives License reimbursement Opportunity to Join State Farm Agent Aspirant Program 401(k) Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Steve Crisp - State Farm Agent, you are vital to our daily business operations and customers success. You will oversee, participate and direct all aspects of sales and service operations at our Greenville, KY location. You will be responsible for growing the Greenville Steve Crisp State Farm location through meaningful customer relations and acting as a liaison between customers, Steve Crisp and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Develop leads, schedule appointments, and use your knowledge of our insurance products to offer solutions to current and potential customers. Strive to obtain company goals and objectives while maintaining the utmost of integrity and highest ethical standards. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.
    $30k-39k yearly est. 4d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Anne Boyd-State Farm Agent

    Finance representative job in Henderson, KY

    Anne Boyd - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401k Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency License reimbursement Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment State Farm experience preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $30k-39k yearly est. 25d ago
  • Digital Banking Specialist I/II

    Field & Main Bank 3.9company rating

    Finance representative job in Henderson, KY

    Digital Banking Specialist I DEPARTMENT: Deposit Administration-Customer Care Department REPORTS TO: Customer Care Center Officer, AVP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: E HOURS: Regular full-time 40 hours, no Saturday rotation required. SUMMARY: Responds to a variety of customer inquiries via telephone and mobile messaging while meeting customer service quality and production standards. Performs research to resolve issues, educate clients, and promotes products and services. Recognizes selling and referral opportunities and offers new products, services, and solutions to meet customers' needs as appropriate. Meets the needs of customers by becoming familiar with all bank products and services, to assist and refer them to appropriate departments for additional sales opportunities. Proficient in navigating multiple online computer applications with technical proficiency. Provides consistent, courteous, professional, accurate, timely, knowledgeable, and patient service to the customer while performing duties within the realm of banking regulations which protects the customer and the bank. EDUCATION & EXPERIENCE: High school diploma or equivalent. Minimum of (1) year call center experience preferred. Experience with Jack Henry core banking system preferred. Ability to work with CRM. Attends and completes Field & Main University courses. Prior customer service experience preferred. Knowledgeable in a variety of bank products and services. Excellent sales, interpersonal communication, organizational skills, and computer skills. Above average computer and keyboard skills. Strong interpersonal and customer service skills. Ability to work independently and in a team environment. Ability to work in an open-office environment with interruptions. Proven problem-solving skills. Cash handling/teller experience preferred. Understanding basic mathematical skills. ESSENTIAL DUTIES & RESPONSIBILITIES: Prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud. Responds to inquiries from internal and external customers. Has meaningful conversations to identify customer needs and offers new opportunities by cross-selling and/or referring appropriate business lines to deepen customer relationships. Proficient in a wide variety of bank products and services. Processes electronic transactions; deposits, withdrawals, safe deposit box payments, credit card payments, etc. Identifies and corrects discrepancies found in customer information profiles (CIF). Scan and indexes all necessary documents in Synergy. Research transactions in 4Sight image repository. Performs maintenance at CIF and account level. CUSTOMER EXPERIENCE: Assist employees from other departments with customer inquiries. (Including CRM requests) Assists customers through all means of digital communication (Telephone, Banno, Digital First, Email, etc.) Monitor and assist customers using ITM. Responds to inquiries and assists with debit cards, online banking, bill pay, telephone banking, apple pay/google pay and all other electronic banking products and services in compliance with all financial institution regulations. Research and resolve issues with Zelle payments through PayCenter. Resolves problems through diagnoses and discussion with other team members and the user. Then takes necessary steps to research, isolate, and resolve the issue. Manages difficult customer situations and follows through with resolutions to ensure customer satisfaction. Assist customers with various types of fraud including debit card, remotely created check, compromised online banking credentials, etc. Proficient in bank software used to print instant issue debit cards. Interacts with customers using chat features to answer questions and provide solutions in a professional manner. Knowledgeable of and explains products and services offered by the bank (Retail, Loan, Trust) to; either assist with needs or refer customers to the proper department for issues that cannot be resolved in the customer care center. Check and respond to the Customer Care email inbox. Completes account verifications through SSA, Lexus Nexus, Thomas Reuters, Mailed/Faxed. DEPOSIT OPERATIONS: Completes E-Statement Report. Completes dormant and charged off account netteller report. Completes weekly Case Tracker report. Completes ACH Origination report. SALES: Explains, promotes, and enrolls customers in self-service products, including touchtone banking, debit cards, online banking, bill pay, and mobile banking. Cross-sells bank products and services. Progressively learns all electronic services offered by the bank. Proactively prospects for new business. Actively refers loans, trust, and brokerage services to appropriate financial institutions specialists. Has meaningful conversations to identify customers' needs and offers new opportunities by cross-selling or referring to appropriate business lines to deepen customer relationships. OTHER: Participates in sales, service, and product training meetings. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Knowledgeable in all aspects of fraud prevention and detection regarding all electronic services provided by the bank. Lives and represents the Field & Main culture and brand. Other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Digital Banking Specialist II DEPARTMENT: Deposit Administration - Customer Care Department REPORTS TO: Customer Care Center Officer, AVP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours, no Saturday rotation required. SUMMARY: Responds to a variety of customer inquiries via telephone and mobile messaging while meeting customer service quality and production standards. Performs research to resolve issues, educate clients, and promotes products and services. Recognizes selling and referral opportunities and offers new products, services, and solutions to meet customers' needs as appropriate. Meets the needs of customers by becoming familiar with all bank products and services, to assist and refer them to appropriate departments for additional sales opportunities. Proficient in navigating multiple online computer applications with technical proficiency. Provides consistent, courteous, professional, accurate, timely, knowledgeable, and patient service to the customer while performing duties within the realm of banking regulations which protects the customer and the bank. This position will also provide basic cash receipt and payment services to customers in accordance with financial institution procedures on an “as-needed basis.” (Vacations, Sick Days, etc.) EDUCATION & EXPERIENCE: High school diploma or equivalent. Minimum of (2) year of banking experience preferred. Experience with Jack Henry core banking system preferred. Ability to work with CRM. Attends and completes Field & Main University courses. Prior customer service experience preferred. Knowledgeable in a variety of bank products and services. Excellent sales, interpersonal communication, organizational skills, and computer skills. Above average computer and keyboard skills. Strong interpersonal and customer service skills. Ability to work independently and in a team environment. Ability to work in an open-office environment with interruptions. Proven problem-solving skills. Cash handling/teller experience preferred. Understanding of basic mathematical skills. ESSENTIAL DUTIES & RESPONSIBILITIES: Prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud. Responds to inquiries from internal and external customers. Has meaningful conversations to identify customer needs and offers new opportunities by cross-selling and/or referring appropriate business lines to deepen customer relationships. Proficient in a wide variety of bank products and services. Processes electronic transactions; deposits, withdrawals, safe deposit box payments, credit card payments, etc. Identifies and corrects discrepancies found in customer information profiles (CIF). Scan and indexes all necessary documents in Synergy. Research transactions in 4Sight image repository. Performs maintenance at CIF and account level. RETAIL: Performs all teller functions as a Relationship Banker I as needed. Work a cash drawer as needed. Balances cash drawer as needed. Balances TCR as needed. Balances ATM as needed. Assists in opening and closing of vault and night depository as needed. Research any outages and reports any unresolved discrepancies to supervisor and Senior Customer Care Specialist. Opens and closes the banking center by following established security procedures. CUSTOMER EXPERIENCE: Assist employees from other departments with customer inquiries. (Including CRM requests) Assists customers through all means of digital communication. (Telephone, Banno, Digital First, Email, etc.) Monitor and assist customers using ITM. Responds to inquiries and assists with debit cards, online banking, bill pay, telephone banking, apple pay/google pay and all other electronic banking products and services in compliance with all financial institution regulations. Research and resolve issues with Zelle payments through PayCenter. Monitor, review, and process checks through mobile deposit, Smart Pay. Review MRDC access requests in Banno. Monitor, review, and process checks through CFS. Monitor daily Zelle reports from PayCenter. Monitor and input Zelle cases in EWS as needed. Resolves problems through diagnoses and discussion with other team members and the user. Then takes necessary steps to research, isolate, and resolve the issue. Manages difficult customer situations and follows through with resolutions to ensure customer satisfaction. Assist customers with various types of fraud including debit card, remotely created check, compromised online banking credentials, etc. Proficient in bank software used to print instant issue debit cards. Interact with customers using a chat feature to answer questions and provide solutions in a professional manner. Knowledgeable of and explains products and services offered by the bank (Retail, Loan, Trust) to; either assist with needs or refer customers to the proper department for issues that cannot be resolved in the customer care center. Check and respond to the Customer Care email inbox. Completes account verifications through SSA, Lexus Nexus, Thomas Reuters, Mailed/Faxed. DEPOSIT OPERATIONS: Completes E-Statement Report. Completes dormant and charged off account netteller report. Completes weekly Case Tracker report. Completes ACH Origination report. Reviews and processes fraud items in Yellowhammer. SALES: Explains, promotes, and enrolls customers in self-service products, including touchtone banking, debit cards, online banking, bill pay, and mobile banking. Cross-sells bank products and services. Progressively learns all electronic services offered by the bank. Proactively prospects for new business. Actively refers loans, trust, and brokerage services to appropriate financial institutions specialists. Has meaningful conversations to identify customers' needs and offers new opportunities by cross-selling or referring to appropriate business lines to deepen customer relationships. OTHER: Participates in sales, service, and product training meetings. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Knowledgeable in all aspects of fraud prevention and detection regarding all electronic services provided by the bank. Lives and represents the Field & Main culture and brand. Other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 08/12/2025 KBS EOE/Minorities/Women/Vets/Disabled
    $29k-38k yearly est. 60d+ ago
  • FINANCIAL PLANNER

    Springs Valley Bank 3.4company rating

    Finance representative job in Jasper, IN

    JOB DESCRIPTION: FINANCIAL PLANNER DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager SUPERVISES: No supervisory responsibilities JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals. MAJOR DUTIES & RESPONSIBILITIES: * Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning. * Manage, monitor and evaluate financial plans. * Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background. * Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client. * Gather, organize and maintain client personal and financial wealth plan profile data. * Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution. * Meet with participants to answer any personal questions about the plan or possible other financial matters. * Development of new business relationships and management of an existing book of business. EDUCATION & EXPERIENCE: * Bachelor's degree in finance or related field. * Master's degree in business, finance or related area preferred. * CFP designation or similar preferred. * Four to eight years of experience in financial services. KNOWLEDGE, SKILLS, AND ABILITIES: * Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. * Comprehensive knowledge of investments, securities market structure and portfolio management. EOE, including disability/vets
    $62k-94k yearly est. 60d+ ago
  • Financial Planner

    The Greater Midwest Financial Group 3.8company rating

    Finance representative job in Evansville, IN

    Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.
    $50k-75k yearly 21d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance representative job in Evansville, IN

    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 19d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Finance representative job in Evansville, IN

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 22d ago

Learn more about finance representative jobs

How much does a finance representative earn in Owensboro, KY?

The average finance representative in Owensboro, KY earns between $21,000 and $71,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Owensboro, KY

$39,000
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