Finance representative jobs in South Bend, IN

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. Skills Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability Education Bachelors Degree (B), High School (Grade 12) (Required) Closing Date 30 December 2025 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives Responsibilities: Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth. Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives. They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification. They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans. Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts. Requirements Bachelor's Degree in finance, economics, accounting or business administration Series 7 and Series 66 (or Series 63 and Series 65) Book of business available to transfer

About the Company OsborneKlein, an Ameriprise private wealth advisory practice, is seeking experienced Financial Advisors with a demonstrated history of growing their business through mastering referrals and other lead generating tactics. To be considered for this position, you must have an existing Book of Business, with annual GDC in excess of $200k. OsborneKlein is skilled in the art and science of finance. We understand the intricacies of planning - from insurances and investments, to tax planning, retirement and estate planning, with a focus on wealth accumulation and preservation. OsborneKlein is one of the top Ameriprise franchises in the country. To learn more about who we are, please visit our website. Position requires: A motivated individual to work as a Financial Advisor with a primary focus on marketing to acquire new financial planning clients. Responsibilities: * Develop a marketing strategy, with actionable tactics, to generate and qualify new leads * Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment; focused on exceeding goals * Build/maintain Strategic Alliances and a robust network of Centers of Influence to provide personalized service to clients and referrals for opportunities * Participate in seminars and client appreciation events * Handle unsolicited calls from prospects to schedule appointments * Follow the OsborneKlein client service model * Understand and utilize client management system * Utilize and understand unique tools and processes available * Schedule and conduct financial planning and advice meetings with clients and client prospects; providing comprehensive financial planning/advice and asset management services * Service existing clients of other advisors, as may be needed * Build deep, meaningful relationships with clients and execute a service model to provide solutions that support their financial goals * Manage and resolve complex client service issues * Review and interpret financial statements * Read, analyze, and interpret general business periodicals and professional journals * Demonstrate excellent verbal and written communication skills * Work within OsborneKlein's systems and guidelines * Assist in various projects including portfolio reviews and preparing financial projections * Participate in all aspects of preparing for client meeting activities including; data gathering, preparing agendas, assisting with client paperwork and asset allocations * Be responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals * Perform other tasks as assigned by the Chief Operating Officer or Franchise Advisor * Adhere to rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA Required Qualifications * Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status * Regulatory licensing * FINRA Series 7 * State Securities (Series 63 or Series 66) * State IAR (Series 65 or Series 66) * State Life, Health Insurance and Variable Products lines * Three+ years of work experience with a proven track record of success * Showcase a background in building strong relationships and delivering superior client service * Ability to work independently and keep practice leadership aware of progress and challenges * Strong financial and analytic skills * Strong persuasive and interpersonal skills * Computer skills: Word, Excel, Outlook * Continuing education - lifelong learning is required Preferred Qualifications * Bachelor's degree from four-year college or university; three+ years related experience and/or training; or equivalent combination of education and experience * Advanced degrees or designations in related disciplines * Have a network of personal and professional contacts within your local area that you may engage for referrals Misc Necessary Job Competencies * High emotional competency * Excellent listening skills * High attention to details * Ability and willingness to learn and adapt * Comfortable communicating with clients in person, over the phone and virtually * Team player; able to contribute and work in a team environment * Disability Insurance * Health Insurance * Life Insurance * Paid Time Off * Professional Development Assistance * Vision Insurance Additional Compensation: * Hiring bonus; depends on licensing status and current Book of Business * Job Type: Full-time * Pay: Compensation structure is based upon candidate's experience * Schedule: Day shift At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an experienced Business Banker for their Elkhart, Indiana location. This role is focused on growing and managing a commercial banking portfolio of $15-$25MM. Key Responsibilities: Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products. Develop new business opportunities by expanding the client base and promoting bank services. Assess credit risks and recommend risk mitigation strategies. Effectively manage and document client relationships and commitments. Ensure compliance with bank policies, legal requirements, and complete necessary training. Qualifications: Minimum of 3 years in commercial banking as a credit analyst or underwriter (preferred). Bachelor's degree in business, economics, or finance (preferred). Proven relationship-building skills and strong communication abilities. Proficiency in Microsoft Word and Excel; knowledge of treasury services products. Customer-focused with the ability to multitask in a fast-paced environment.

Dexter is the premier manufacturer and supplier of axles, suspension, brakes, doors, venting products, trailer parts, accessories, and towing components serving the commercial trailer, RV, heavy-duty, marine, agriculture, and manufactured housing markets has an opportunity for a Finance Intern for Summer 2026 at our manufacturing facility located in either Elkhart, IN or Bristol, IN or Springfield, MO. Headquartered in Elkhart, Indiana, Dexter has manufacturing and distribution locations throughout the U.S. and Canada. Employing state-of-the-art robotics, precision welding equipment, and automated machining processes, Dexter has achieved many years of success through a commitment to the principles of superior quality, continuous improvement, and unparalleled customer service. For more information about our company, access Dexter's web site at ******************** JOB DESCRIPTION The Finance Intern will assist in financial analysis, reporting, budgeting, forecasting and other various day to day accounting/controller functions. This role is a very fast paced environment covering multiple industries, products, processes, and production plants. Potential locations for this internship include Elkhart, IN and Bristol, IN and Springfield, MO. As a Finance Intern, you will be working on robust, hands-on projects. Potential projects may include, but not limited to: * Sales forecasting and trends analysis. * Contributing to the preparation/consolidation of monthly and quarterly reporting * Facilitating improvement in historic data upkeep and the consistency/organization of reporting * Assisting with budgeting and forecasting processes * Supporting the finance team in day-to-day operations Minimum Qualifications To be successful in this role, you must possess the following: * Strong computer skills * Strong Excel and data analysis skills * Administrative experience with great attention to detail * Excellent sense of ethics and accountability * Clear, professional written, verbal and interpersonal communication skills * Strong organizational, time management and problem-solving skills EDUCATION You must be actively enrolled an accredited university working towards a bachelors or masters degree in Finance, Accounting, Economics or related area of study. Apply now to join an industry leader and make a difference in what we do for the customers we serve! Equal Opportunity Employer Offers of employment are contingent upon successfully passing a background check and drug screen. Dexter Axle Company is an equal opportunity employer. Applicants are considered for positions without discrimination on the basis of race, color, creed, religion, national origin, gender, age, disability, veteran status, citizenship status or any other characteristic protected by federal, state or local law. Work Authorization Dexter will only employ those who are legally authorized to work in the United States or Canada. We do not provide sponsorship. Individuals with temporary visas such as E, F-1 (including those with OPT or CPT), H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Job DescriptionBenefits: Life Insurance Company parties Competitive salary Free food & snacks Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Mariano Oliveri - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. 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: Sales duties: Develop new business opportunities from internal customers. Contact customers via phone, email, and virtual meetings to present insurance options. Conduct needs-based assessments to determine the most suitable products for customers. Provide comprehensive quotes and tailor insurance packages to meet individual customer goals. Meet or exceed monthly sales goals. Customer Service duties: Serve as the primary point of contact for existing customers regarding policy questions, billing issues, and claims processing. Process policy applications, renewals, endorsements, and changes accurately and efficiently. Guide cust6omers through the claims process and liaise with the claims department to ensure timely resolution. Conduct proactive policy reviews with customers to ensure their coverage remains adequate. Document all customer interactions and policy changes. Job Type: Full-time Benefits: Disability insurance Paid time off Work Location: In person QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

Application Deadline: 12/30/2025 Address: 750 S Washington Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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.)

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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.

Bank Michigan is seeking career-minded candidates for a Full Time Personal Banker (aka Teller) to assist in our Brooklyn Branch. In addition to a professional, customer-focused demeanor, candidates should have previous customer service and cash handling experience, an appetite to learn/grow and be proficient with technology required. JOB SUMMARY Provides superior customer service while performing over-the-counter deposit/loan transactions, product/service sales and problem solving. Prior banking experience preferred. Job Responsibilities: Primary: Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records. Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances. Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit boxes, traveler's checks and money orders. Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into computer. Generates customer receipts. Places holds on accounts for uncollected Counts, checks and packages coins and Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary. Is responsible for checking night depository bags and recording proper information on the financial institution's forms. Uncovers customer needs and assists them in opening accounts/services to meet their Next day review of all account documentation/CIP Scanning and uploading all necessary account Daily balancing of ATM Ordering of customer checks/deposit Process daily night drop Assisting customers with Online Banking Services: set up, password resets, Responsible for opening and closing the Works harmoniously and collaboratively with team members to accomplish bank Other: Assist with other duties as assigned. See attached job description for full position details EEO Statement: Bank Michigan provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.

Job DescriptionBenefits: High Earnings Potential Bonus based on performance Company parties Paid time off Training & development Health insurance Join Our Team as an Insurance Sales Representative at Jaden Gebbink State Farm! Role Description: Are you looking for a fulfilling career that allows you to make a meaningful impact in your community? As an Insurance Sales Representative for Jaden Gebbink State Farm, you will be at the heart of our mission to protect what matters most to our customers. Your role is vital in building lasting relationships that not only drive our agencys success but also enhance the lives of those we serve. Why Join Us? Career Advancement: We believe in investing in our team members. Enjoy ongoing training and professional development opportunities that will help you grow your skills and advance your career. Supportive Environment: Work in a collaborative atmosphere where your contributions are valued and celebrated. Our team is dedicated to your success, and we provide the tools and resources you need to excel. Community Impact: Be a part of something bigger! Your work will help families and businesses safeguard their futures, creating a positive ripple effect in the community. No Cold Calling: Focus on warm leads and engage with customers who are already interested in our services. Your ability to connect with people will shine without the pressure of cold calling! Responsibilities: Provide personalized consultations and comprehensive information on a wide range of insurance products, including life, auto, home, business, and liability insurance. Collaborate with our sales manager to develop strategies and achieve sales goals. Assist customers in completing policy applications and navigating their options with confidence. Conduct outbound quoting and follow up with warm leads to foster relationships and close sales. Qualifications: Exceptional communication and interpersonal skills that allow you to connect with a diverse range of customers. Detail-oriented with strong multitasking abilities to manage customer inquiries effectively. Willingness to obtain your Property, Casualty, Life, and Health licenses (well support you through this process!). Ready to Make a Difference? If you are a motivated, sociable, and sales-driven professional looking for a rewarding career with opportunities for growth and community impact, we want to hear from you! Apply today and take the first step towards a fulfilling career with State Farm!

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to develop and maintain a digital marketing system to promote the office. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to identify and support local community events in our market. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Experience in a variety of computer applications, particularly Windows Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) Mortgage License (must be able to obtain) Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable 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.

Starting Pay Rate is Based on Experience - Minimum Hourly Rate: $19.00 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. Supervisory Responsibilities: None Summary: This position is designed for associates who have recently completed an undergraduate degree or associates with some banking experience. The position offers a comprehensive training program that provides exposure to credit analysis and sales development. The Associate Business Banker will work closely with the Business Banking team to review Small Business loan applications, complete credit analysis, monitor lending portfolio, identify lending opportunities, and develop a knowledge of Business lending products including SBA loans. They will gain a strong understanding of the SBA program requirements and be able to accurately present credit structure, collateral, and financial information. Additionally, they will work to develop essential sales skills and understand how to effectively communicate with Business clients to meet their banking needs. It is expected that this individual will have the opportunity to choose a career path in credit or in sales. Essential Duties and Responsibilities: Provide the highest level of quality service to the Business Bankers and the Retail Relationship Managers. Review loan applications submitted, communicating any deficiencies in a friendly, positive, professional manner, where turnaround time is essential. Compile, examine and evaluate the financial viability of a credit request pursuant to the analysis of financial statements. Prepare, organize, and submit financial data into the Credit Quest Scoring System. Analysis may encompass evaluations of commercial and industrial credits, SBA loan opportunities, as well as commercial real estate properties. Establish rapport with the Business Bankers, Retail Relationship Managers, and Business Banking AAs. Associate will exhibit an understanding of credit and work closely with and advise the Business Bankers on how to enhance the credit structure of their credit request. Develop an understanding and proficiency of SBA loan products and offerings. This person will be asked to gather and submit appropriate SBA documentation and establish a quality working relationship with SBA personnel. Identify opportunities to expand the Bank/Client relationships. Prepare analysis and loan packages for loans requiring submission to the U.S. Small Business Administration when appropriate. Prepare monthly / quarterly reports for presentation to Senior Management and the Board of Directors. May include small business loan exceptions and portfolio data. Help monitor all technical exceptions associated with the Small Business loan portfolio and provide monthly exception reports as directed. Attend seminars, classes, or other educational opportunities to stay informed regarding changes, product offerings, and best practices pertaining to Business and SBA lending. Knowledge, Skills, and Abilities: Strong organizational skills and attention to detail. Basic understanding of accounting procedures. Strong working knowledge of personal computer and software programs (Microsoft Excel, Microsoft Word, CSI, and Loan Scoring Systems (i.e. Credit Quest, etc.). Limited travel may be required. Minimum Qualifications: Bachelor's degree or associate degree in accounting or finance preferred. Will consider equivalent experience in accounting/finance or credit analysis knowledge with another financial institution if no degree. 6 months to 2 years of professional experience. What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************. Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC

The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank's products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities. Key Responsibilities: Client Service: Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience. Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone. Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate. Educates and demonstrates existing, new, or enhanced products to improve a client's banking experience. Understands and implements security protocols to protect the client, staff, and institution. Transactional Activity: Process clients' deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier's checks, and wire transfers. Demonstrates efficient and accurate cash handling skills. Understands and follows dual control procedures as required. Mitigates fraud through utilization of knowledge of the client and the client's typical transactional activity. Additionally following Security policies and procedures. Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds. Balances each day's transactions and verifies drawer cash totals. Review work, report offages to the Personal Banker Supervisor, and work with banking team to resolve offages. Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations. Miscellaneous Responsibilities: Attends weekly Frontline Meetings. Implements new practices, procedures, and insights into daily operations. Attends any branch meetings called by the Personal Banker Supervisor or Branch Manager. May be requested to assist at other branches due to business need. Supports Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts. Other tasks as assigned. Supervisory Responsibilities - None Qualifications Ability to work with public. Prior Client Service experience preferred. Cash handling experience preferred. Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions. Must have the ability to perform basic math skills and to calculate simple to complex transactions. Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner. Must be able to use office equipment. This includes computers, phones, fax machine, scanners, printers, etc. Education and/or Experience High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED. Certificates, Licenses, Registrations Not applicable. Work Environment: Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.

The Financial Aid Services Specialist has the first responsibility for welcoming visitors to the Office of Financial Aid, answering general department phone calls and emails, and coordinating the financial aid application and process flow, manages office supplies, and supervises the financial aid student employees. The Financial Aid Services Specialist will monitor the aid application and awarding processing flow and communicates with current and prospective students and parents regarding the aid application process, status of aid processing, next steps required and understanding aid information. This position is the main contact in the Office of Financial Aid for student employment questions from campus supervisors. The Financial Aid Services Specialist trains and supervises the office's student employees, and will run reports, generates emails and mails appropriate correspondence, including letters such as Missing Pieces letter, SAP letters, special mailing, etc The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities and requirements . Minimum Qualifications Graduation from high school or an equivalent combination of education and experience. At least two years of prior experience of a qualifying nature. The ability to type at a rate of 60 wpm. One-year prior experience in using a personal computer. One-year prior experience working with spreadsheets, databases, mail merges, report generation. Excellent communication and customer service skills, both verbal and written. The ability to organize and prioritize a variety of competing job responsibilities. Comfort in talking to individuals about their personal financial issues while maintaining the guidelines of FERPA privacy. The ability to project a positive public image. Preferred Qualifications Prior working experience in financial aid or an understanding of financial aid principles. Schedule 40 Hours/ 12 Months/ Monday - Friday 8:00am - 5:00pm

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. Skills Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent Closing Date 30 January 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Angott Search Group is proud to partner witha respected and relationship-driven financial institution, in the search for a Business Banker to serve clients across Northwest Indiana. This is an excellent opportunity for an experienced commercial lender with strong credit skills who thrives on building relationships with local businesses and helping them achieve their financial goals. Key Responsibilities: Develop and manage a portfolio of business and commercial banking relationships Originate and structure commercial loans with sound credit analysis Deliver customized banking solutions, including deposits, treasury, and lending services Partner with internal teams to ensure exceptional client experience Actively engage in community and business development efforts Qualifications: 3+ years of commercial or business banking experience Strong credit analysis and financial structuring skills Proven business development and relationship management abilities Bachelor's degree in Business, Finance, or related field preferred

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service Job responsibilities Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want. Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************