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Finance representative jobs in Springfield, MO

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  • Day Ahead Energy Trader

    Associated Electric Cooperative 4.3company rating

    Finance representative job in Springfield, MO

    At Associated Electric Cooperative, we're committed to providing reliable energy to the communities we serve with passion and precision. We're a tight-knit team dedicated to keeping the lights on and the energy flowing smoothly across our expansive network! From technical to operational to professional disciplines, our team brings a wide variety of skills, talents, and expertise to the table. We believe in both dedicating ourselves to excellence and investing in your growth. Help drive energy reliability in tomorrow's market-today. As a Day Ahead Energy Trader at Associated Electric Cooperative, Inc., you'll play a critical role in optimizing our power and natural gas resources, ensuring reliability, and identifying value in a fast-moving energy landscape. If you're energized by high-stakes decisions, evolving gas markets, and collaborative strategy-this role is built for you. What you'll do: Manage Day Ahead load forecasting and generation schedules with a focus on securing fuel for a fleet of natural gas resources; includes trading and scheduling natural gas across multiple pipelines. Optimize natural gas and power purchases and sales across bilateral markets, exchanges, and RTO platforms-from next day through balance of the month. Execute gas trading strategies that align with operational dispatch and hedging goals. Collaborate with Marketing team members to support position management, dispatch strategy, and dynamic gas pipeline operations. Analyze market fundamentals to identify opportunities in both gas and power markets. Monitor and ensure compliance with all regulatory requirements including NERC, FERC, SERC, and natural gas pipeline tariffs. Present clear, data-driven trading strategies to internal stakeholders and leadership. What you'll need: A technical degree (engineering, economics, finance, etc.) or 5+ years of relevant experience in wholesale gas and/or power trading. Deep understanding of gas market mechanics-including supply and demand fundamentals, pipeline capacity, storage, and nomination cycles. Strong quantitative and analytical skills for evaluating complex market scenarios. Proven multitasking skills in a time-sensitive, detail-oriented environment. Excellent communication and interpersonal skills for interfacing with counterparties, schedulers, and internal teams. Proficiency in Microsoft Excel, Word, and PowerPoint; Power BI experience is a plus. Working knowledge of RTO operations, virtual transactions, ARRs/FTRs, and hedging strategies. What Associated provides: We are committed to rewarding talent with top pay. Your efforts will be recognized with a total compensation package that reflects your experience and contributions. Plan for your future with confidence! We offer a robust 401(k) program with a generous employer match to help you build the financial future you deserve. We know how important work-life integration is. Recharge with PTO and enjoy paid holidays, ensuring you have time to unwind and pursue your passions outside of work. Your health matters to us! Stay covered beginning on your first day of employment with our premier healthcare plan that includes medical, dental, and vision coverage for you and your family. At Associated Electric Cooperative, all of our 700+ employees across MO/AR/OK territory play a crucial role in powering our mission! Whether you're an experienced professional or just starting your career, you'll find endless opportunities for career development here. Join us in an environment where your contribution is valued, and your career can thrive as we work together to keep the lights on! Ready to Energize your career? Visit our website at ******************** to learn more about Associated and apply for a position. Equal Opportunity Statement: AECI is fully committed to the concept and practice of equal opportunity in all aspects of employment. Please reference the contact information below if you require assistance in filling out an application. Individuals with disabilities should request reasonable accommodations in accordance with the Americans with Disabilities Act prior to an appointment. An equal opportunity employer and provider/disability/veteran.
    $87k-117k yearly est. Auto-Apply 60d+ ago
  • Financial Aid Representative

    Midwest Technical Institute 3.7company rating

    Finance representative job in Springfield, MO

    We are seeking an organized and personable Financial Aid Representative to join our team at our Springfield, MO Campus. The Financial Aid Representative plays a critical role in supporting prospective and current students as they navigate the financial aid process. This position is responsible for providing clear, accurate, and personalized guidance on funding options, eligibility requirements, and application procedures. Success in this role requires excellent communication skills, strong attention to compliance and detail, a student-centered approach, and a solid understanding of financial aid regulations. Key Responsibilities 1. Student Support & Communication * Serve as the primary point of contact for students seeking information about financial aid, including grants, loans, scholarships, and payment plans. * Communicate clearly and compassionately with students via phone, email, text, and virtual meetings. * Explain complex financial aid processes in an accessible and supportive manner. * Guide students through FAFSA completion and verification processes, ensuring required documentation is submitted accurately and in a timely manner. 2. Financial Aid Processing * Review and assess financial aid applications to determine eligibility based on federal, state, and institutional guidelines. * Package financial aid awards and communicate details to students clearly and promptly. * Ensure timely processing of all documents and updates in the student information system and financial aid software. * Monitor student records for changes in eligibility, enrollment status, or compliance requirements. 3. Compliance & Regulatory Adherence * Maintain current knowledge of Title IV regulations, institutional policies, and federal/state financial aid guidelines. * Ensure all activities are conducted in accordance with FERPA, DOE standards, and internal audit requirements. * Safeguard student financial data and handle sensitive information with confidentiality and integrity. 4. Collaboration & Team Support * Partner with admissions, student accounts, and academic teams to support a seamless enrollment and financial aid experience. * Participate in team meetings, training sessions, and compliance workshops. * Share feedback with leadership on process improvements, student trends, or recurring concerns. 5. Other Duties as Assigned * Assist with special projects, audits, and departmental goals as needed. * Demonstrate flexibility and a proactive mindset in supporting the overall success of the Financial Aid department and the institution. 6. Exhibit Core Values All employees are expected to consistently exhibit Midwest Technical Institute's core values in their daily interactions and work performance. These values are central to our success and culture, and we expect every team member to embody them. i. Positive Attitude ii. Respect iii. Initiative iv. Dedication v. Excellence Qualifications: Education & Experience ā— High School Diploma or Equivalent required ā— 2 Years of related work experience required ā— Previous work in a financial aid office or related department is a plus. Skills & Competencies: ā— Ability to solve problems effectively and efficiently. ā— Reliable with strong attendance, punctuality, and follow-through. ā— Excellent verbal and written communication skills. ā— Customer focused mindset with a professional and friendly demeanor. ā— Self-starter who can stay motivated and work well on their own. ā— Well-organized and able to manage time and tasks effectively. ā— Proficiency with CRM systems, student information systems, and Microsoft Office software. Working Conditions: ā— Infrequent Travel to campuses for off-site training - Less than 5% ā— Full-Time role with a standard 40-hour workweek, occasional overtime can be required. Compensation & Benefits: ā— Salary - $40,000 - $50,000 ā— Benefits - o Comprehensive health, dental and vision insurance. o Paid Time Off and Holiday Pay. o 401K Retirement Plan with employer match. o Professional Development Opportunities o Access to wellness programs and resources. ā— Other Perks - Possibility of remote work, Professional Development. IND1 Job Type: Full-time Pay: $40,000.00 - $50,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Work Location: In person
    $40k-50k yearly 29d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance representative job in Springfield, MO

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • Part-Time Associate Relationship Banker - S. Glenstone

    Guaranty Bank 4.6company rating

    Finance representative job in Springfield, MO

    Job DescriptionDescription: TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs. ESSENTIAL FUNCTIONS: Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. Answer questions, address service challenges, and provide resolutions. Maintain a system of orderly follow-up by mail and phone to onboard new clients. Collaborate with business development and lending teams to seek and establish new clients in the marketplace. Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols. Accept and process loan and other types of payments and issues receipts. Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances. Follow security procedures consistently and protect client confidentiality. Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: High school diploma or equivalent required One-year experience in banking, client service, or related field with cash handling experience. Capability to perform lending, sales, or account management. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: Duties performed in a professional office environment. Availability to work Saturdays. Requires travel to other bank locations or client sites. Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment. Requirements:
    $30k-34k yearly est. 11d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Howie Wehmeyer-State Farm Agent

    Finance representative job in Springfield, MO

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development As a Insurance Account Representative - State Farm Agent Team Member with Howie Wehmeyer - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals. In this role, youll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. Youll have the opportunity to develop professionally while contributing to the agencys success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement. Responsibilities: Generate sales leads and convert them into policies. Write and issue a minimum of 100 policies within 6 months or 200 policies annually to maintain position. Attend mandatory training sessions 2-3 times a week (unless otherwise instructed by agent). Participate in one-on-one training sessions as needed. Maintain compliance with company policies and regulations. Maintain professionalism during customer interactions, minimizing background noise during phone calls. Adhere to ethical sales practices, avoiding any form of manipulation or misrepresentation. Ensure accuracy and integrity in all policy documentation and customer communications. Meet bonus eligibility criteria by achieving specified milestones and targets. Commission Structure: Tier 1: Property & Casualty (P&C): 5% Term Life: 10% Permanent Life: 12% Health: 12% Tier 2 (20 issued policies, 2 of which must be life): P&C: 10% Term Life: 20% Permanent Life: 25% Health: 20% Commission is only paid on issued policies. Bonuses: $500 bonus for 5 issued life policies $800 bonus for 10 issued life policies $500 bonus for 35 issued policies $1000 bonus for 50+ issued policies All family and friends that you write to achieve bonuses must keep policies in place for 1 year. If they do not keep them in force for at least 1 year, the commission that was paid out to you will be returned to the agent. Qualifications: Previous insurance experience. Currently hold Property/Casualty & Life/Health licenses. Strong communication and interpersonal skills. Self-motivated with the ability to work independently. Familiarity with insurance products is an advantage. Must possess a high level of integrity and honesty. Termination/Resignation: Upon termination or resignation, the final paycheck will be issued only after the return of equipment in good working order, with no signs of tampering or misuse, and in possession of the agent or postal services. If you're ready to embark on a rewarding career in sales, apply now to join our team as an Insurance Account Representative. Grow your career with us and be part of a team committed to integrity, professionalism, and success. Note: All applications will be reviewed, and only qualified candidates will be contacted for further consideration.
    $28k-36k yearly est. 23d ago
  • Personal Banker II

    Cadence Bank 4.7company rating

    Finance representative job in Springfield, MO

    What The Role Is As a Personal Banker you will provide the best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. This position requires travel to branches as needed within the market. How You Will Make An Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. Education * High school diploma required; college coursework preferred. Experience * Previous banking or demonstrated sales experience in business, retail or other industries preferred. * 2 + years of cash handling experience in a banking or retail environment preferred. Characteristics * Regular and reliable attendance. * Works cooperatively with others. This position does NOT require S.A.F.E. registration at the time of employment. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $34k-40k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Maureen Darby-State Farm Agent

    Finance representative job in Reeds Spring, MO

    Job DescriptionBenefits: License reimbursement Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency has been proudly serving Stone County for over 50 years, with Maureen leading the team since 2016 after 15 years on the corporate side of State Farm. With 43 years of industry experience, she is deeply rooted in the community and passionate about giving back. Were active in local events like the Rotary 5K, Easter Egg Hunt, Trunk or Treat, and the Fire Auxiliary Chili Cookoff. Maureen also serves on the Board of Directors for the Table Rock Lake Chamber of Commerce and supports numerous local fundraisers. Our team is growing! We currently have five full-time, one part-time member, and a high school internand were looking for a compassionate, quick-learning, tech-savvy problem solver with a great sense of humor to join us. Plus, you'll get to meet Taco, our beloved office mascot, on Taco Tuesdays! If youre looking for a team that values its customers, community, and each other, check out our Facebook page and Google Reviews to see what were all about! ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Maureen Darby - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with life insurance and annuity needs. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Analytical and communication skills. Ability to make presentations to customers. Strong sales ability. Life/Health insurance license (must be able to obtain, current licensees preferred). Series 6, 63, 65, 7 or SIE license (must be able to obtain, current licensees preferred).
    $33k-47k yearly est. 19d ago
  • Relationship Banker - Springfield Glenstone Marketplace Branch - Springfield, MO

    JPMC

    Finance representative job in Springfield, MO

    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: **************************************************************************
    $31k-39k yearly est. Auto-Apply 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance representative job in Springfield, MO

    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.
    $500 weekly Auto-Apply 60d+ ago
  • Personal Banker

    Dickinson Financial Corporation 4.4company rating

    Finance representative job in Springfield, MO

    Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. **Responsibilities** + Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. + Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. + Achieves specific sales goals on a daily, monthly, quarterly and annual basis. + Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. + Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. + Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels. + Works closely with clients and business partners to refer products and services to other business lines. + Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. + Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. + Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. + When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. + Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. + Protect all client and bank information confidentially and follow all company policies. + Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). + Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. + Working at the worksite during regular business hours and/or assigned hours. + Other specified duties as assigned. **Compensation & Benefits** The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: + Medical + Dental + Vision + 401(k) plan + Company paid life insurance + Short and Long-term disability insurance + Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. **Skills** + Strong written and verbal communication skills required. + Strong attention to detail and ability to complete work accurately. + Ability to organize work. + Strong sales skills. + Basic math skills including the ability to calculate figures and amounts such as cash back and percentages. + Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. + Ability to be NMLS licensed and registered. **Education & Experience** + High school diploma, GED, or equivalent, required, Associate degree or higher preferred. + Previous banking experience preferred. + 6 months in a client service experience role preferred. + 6 months sales experience preferred. + Minimum 6 months cash handling experience preferred. + Ability to be NMLS licensed and registered and obtain a state notary license. **Physical Requirements** The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
    $32k-38k yearly est. 30d ago
  • Part-Time Associate Relationship Banker - S. Glenstone

    QCR Holdings 4.1company rating

    Finance representative job in Springfield, MO

    TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs. ESSENTIAL FUNCTIONS: * Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. * Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. * Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. * Answer questions, address service challenges, and provide resolutions. * Maintain a system of orderly follow-up by mail and phone to onboard new clients. * Collaborate with business development and lending teams to seek and establish new clients in the marketplace. * Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. * Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. * Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols. * Accept and process loan and other types of payments and issues receipts. * Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances. * Follow security procedures consistently and protect client confidentiality. * Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Foster and preserve a culture of diversity, equity, and inclusion. * Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: * High school diploma or equivalent required * One-year experience in banking, client service, or related field with cash handling experience. * Capability to perform lending, sales, or account management. * Excellent client service skills. * Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. * Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. * Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: * Duties performed in a professional office environment. * Availability to work Saturdays. * Requires travel to other bank locations or client sites. * Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
    $32k-37k yearly est. 46d ago
  • Personal Banker

    Commerce Bancshares 4.4company rating

    Finance representative job in Springfield, MO

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer. Additional Job Description Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Battlefield location. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs. As a Personal Banker, you'll: Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank. Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs. Actively listen to our customers so you can make appropriate recommendations that match their needs. Educate customers on a variety of retail products and digital solutions that improves their financial wellness. Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified. Be able to earn more than your base pay through our quarterly incentive program. Work Schedule Monday - Friday 10:15 AM - 5:15 PM, Rotating Saturdays 8:45 AM - 12:15 PM Essential Functions Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements Identify complex financial needs and refer customers to bank specialists when appropriate. Perform other duties as assigned Knowledge, Skills & Abilities Required Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. Ability to meet personal and branch sales and customer services expectations Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values Proficient with Microsoft Word, Excel and Outlook Education & Experience High School diploma or equivalent combination of education and experience required 1+ years sales or customer service experience required Experience working in an environment with individual and team sales goals preferred Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1345 E. Battlefield St, Springfield, Missouri 65804 Time Type: Part time
    $20-24.4 hourly Auto-Apply 9d ago
  • Insurance Account Representative - State Farm Agent Team Member

    David Dupree-State Farm Agent

    Finance representative job in Nixa, MO

    Benefits: Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Job description Are you energetic, outgoing, and ready to join a dynamic team? We're looking for a new team member to join our Nixa office, where youll not only have fun but also learn the skills needed to eventually run your own State Farm Agency. While the job has its challenges, we believe in a "work hard, play hard" philosophy that makes our office a lively and engaging place to be. What We Offer: - Competitive Annual Salary - Bonus Opportunities - Paid Time Off - A supportive and fun team environment - The chance to represent a top-tier brand like State Farm Our Ideal Candidate: - Strong Work Ethic: You are committed and driven. - Great Sense of Humor: We like to keep things light and fun. - Team Player: You enjoy working closely with others. - Self-Starter: You can take initiative and work independently. - Tech-Savvy: Youre comfortable with technology. - Excellent Communication Skills: You enjoy engaging with people both in person and on the phone. - Customer Service Oriented: You can handle multiple tasks while remaining patient and helpful to customers. Experience: - Insurance Experience: A plus but not required. - Training: We provide comprehensive training to help you become an expert in insurance. Key Responsibilities: - Develop Leads: Identify potential clients. - Schedule Appointments: Set up meetings with customers. - Understand Customer Needs: Determine what insurance products best meet their needs. - Market Products and Services: Promote the right solutions for clients. - Meet Marketing Goals: Collaborate with the agent to achieve key objectives. - Educate Customers: Guide customers through their insurance options using a needs-based approach. Career Development: As a member of one of Missouris leading State Farm agencies, youll develop valuable skills and experience in: - Leadership and Business Management - In-depth Knowledge of the Insurance Industry - State Farm Operations and Best Practices - Sales and Marketing Strategies - Building and Maintaining Customer Relationships - Strategies for Growing and Expanding an Agency This role offers the chance to learn from a seasoned agent, grow professionally, and contribute to a thriving business. If youre looking for a rewarding career in the insurance industry, wed love to hear from you! **Apply today and take the next step in your career!**
    $28k-37k yearly est. 30d ago
  • A/R Student Financial Services Advisor

    Drury University 3.9company rating

    Finance representative job in Springfield, MO

    Generates and processes statements, works with several governmental agencies, coordinates collection efforts. Primary contact for all Drury GO students. Explains charges, financial aid, loans and the impact on billing to students. Explains/administers Nelnet payment plans. Reviews and mails/emails statements to students. Calculates refunds for Drury GO students. Coordinates with local campuses to assist remote students with financial questions and issues. Collects tuition and other payments from students, parents, and University departments. Enters, edits, and posts monies collected. Prepares daily bank deposit. Duties/Responsibilities: This job description is not to be construed as an exhaustive statement of duties or responsibility requirements. Employees may be required to perform other job-related instructions as requested by the supervisor, subject to reasonable accommodation . Uses communication skills, reasoning, and understanding of payment plans, charges, and financial aid in order to explain to students balances due, payment options, and payment amounts. Determines if a student is eligible for bookstore credit. Explains Nelnet payment plans and collects payments due. Receives monies via mail, bank transmittals, or directly from students/parents in the office. Verifies amount of monies collected at point of receipt. Fills change orders for the CX, Bookstore, OFEC and Athletics. Collects gift monies from the Development office. Bills multiple government and local agencies for students semester costs. Issues Petty Cash Reimbursements. Orders and writes petty cash checks, enters information in to a batch, and balances transactions. Uses queries in Jenzabar to apply flags and late fees to delinquent accounts. Creates spreadsheets to communicate past due student account information to satellite campuses so that they may facilitate collection efforts locally. Processes refunds for Drury GO student groups. Verifies hours enrolled, scans data for charges or adjustments for reasonableness. Generates statements for various Accounts Receivable types. Reviews, corrects, and mail statements. Uploads a digital copy of statement to Perceptive Content Imaging Software. Creates records of all correspondence connected to past due balances. Prepares and sends unpaid accounts to a professional collection agency. Calculates interest and collection cost. Serves as a Point of Contact for Drury. Reviews Drury GO accounts for accuracy, by coordinating with the Registrar's Office, Financial Aid, Drury GO local campus advisors, and Bookstore. Maintains electronic student files of correspondence, statements, and contracts by student. Reviews and processes change of status, and other billing adjustments submitted by Registrar and other departments. Imports bookstore charges Enters and edits journal entries verifying that entries have two approval signatures. Pull data for various State and Federal report concerning VA and third party payments. Performs other duties as assigned. Required Skills/Abilities: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. All job requirements listed indicate the minimum knowledge, skills, and/or ability deemed necessary to perform the job proficiently. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Possess a two-year degree in related field and two years of related experience; or equivalent combination of education and experience. Ability to accurately type data. Ability to communicate on the phone, in person and in writing. Ability to interpret complex rules for applying college and federal regulations regarding payment policies, financial aid guidelines, billing regulations, refund policies, calculation of payment plan amounts, and student refunds. Ability to exercise discretion for maintaining confidentiality of student's financial status. Ability to maintain meticulous files in order to pass financial audit reviews, and prove compliance with collection procedures on student accounts, prior to initiation of registration or diploma holds, or impact credit status. Attention to detail for consistency in billing and accuracy of information. Excellent communication skills, including good grammar, in order to communicate complex data, enforce policies and maintain goodwill by phone, in person, or in written matter with students/parents. Ability to use software (i.e., Jenzabar), to update student accounts, enter batches, and journal entries. Ability to use calculator to determine payment plan amounts, payment amounts, and account balances. Ability to use a copy machine to duplicate information for college records. Ability to use personal computer and software (i.e., Microsoft Office software, specifically Word and Excel) to generate collection letters, registration hold notices, and reports. Excellent math skills are necessary in order to computer interest, add, subtract and so forth to calculate contract amounts, payment amounts, total college costs, financial revisions, refunds, and balance accounts receivable. Ability to use a laser printer for printing letters, statements, edit reports, and other misc. reports. Ability to create specs and queries on computer software for utilization in collection procedures, communication to students, and administration. Ability to proofread and audit information to ensure accuracy of data collected and distributed. Ability to work with computer programs to revise complex program data related to billing rates each year. Education and Experience: Possess a two-year degree in related field and two years of related experience; or equivalent combination of education and experience. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. The noise level in the work environment is usually quiet. WORKING AT DU HAS ITS BENEFITS: Generous time off including 4+ weeks of paid time off starting your first year Free tuition for your whole family Free tickets to Drury home sporting events Health and wellness benefits at extremely competitive rates Free use of onsite fitness center on Springfield campus Discounted meals and Drury merchandise on campus
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Financial Aid Representative

    Midwest Technical Institute 3.7company rating

    Finance representative job in Springfield, MO

    We are seeking an organized and personable Financial Aid Representative to join our team at our Springfield, IL Campus. The Financial Aid Representative plays a critical role in supporting prospective and current students as they navigate the financial aid process. This position is responsible for providing clear, accurate, and personalized guidance on funding options, eligibility requirements, and application procedures. Success in this role requires excellent communication skills, strong attention to compliance and detail, a student-centered approach, and a solid understanding of financial aid regulations. Key Responsibilities 1. Student Support & Communication * Serve as the primary point of contact for students seeking information about financial aid, including grants, loans, scholarships, and payment plans. * Communicate clearly and compassionately with students via phone, email, text, and virtual meetings. * Explain complex financial aid processes in an accessible and supportive manner. * Guide students through FAFSA completion and verification processes, ensuring required documentation is submitted accurately and in a timely manner. 2. Financial Aid Processing * Review and assess financial aid applications to determine eligibility based on federal, state, and institutional guidelines. * Package financial aid awards and communicate details to students clearly and promptly. * Ensure timely processing of all documents and updates in the student information system and financial aid software. * Monitor student records for changes in eligibility, enrollment status, or compliance requirements. 3. Compliance & Regulatory Adherence * Maintain current knowledge of Title IV regulations, institutional policies, and federal/state financial aid guidelines. * Ensure all activities are conducted in accordance with FERPA, DOE standards, and internal audit requirements. * Safeguard student financial data and handle sensitive information with confidentiality and integrity. 4. Collaboration & Team Support * Partner with admissions, student accounts, and academic teams to support a seamless enrollment and financial aid experience. * Participate in team meetings, training sessions, and compliance workshops. * Share feedback with leadership on process improvements, student trends, or recurring concerns. 5. Other Duties as Assigned * Assist with special projects, audits, and departmental goals as needed. * Demonstrate flexibility and a proactive mindset in supporting the overall success of the Financial Aid department and the institution. 6. Exhibit Core Values All employees are expected to consistently exhibit Midwest Technical Institute's core values in their daily interactions and work performance. These values are central to our success and culture, and we expect every team member to embody them. i. Positive Attitude ii. Respect iii. Initiative iv. Dedication v. Excellence Qualifications: Education & Experience ā— High School Diploma or Equivalent required ā— 2 Years of related work experience required ā— Previous work in a financial aid office or related department is a plus. Skills & Competencies: ā— Ability to solve problems effectively and efficiently. ā— Reliable with strong attendance, punctuality, and follow-through. ā— Excellent verbal and written communication skills. ā— Customer focused mindset with a professional and friendly demeanor. ā— Self-starter who can stay motivated and work well on their own. ā— Well-organized and able to manage time and tasks effectively. ā— Proficiency with CRM systems, student information systems, and Microsoft Office software. Working Conditions: ā— Infrequent Travel to campuses for off-site training - Less than 5% ā— Full-Time role with a standard 40-hour workweek, occasional overtime can be required. Compensation & Benefits: ā— Salary - $40,000 - $50,000 ā— Benefits - o Comprehensive health, dental and vision insurance. o Paid Time Off and Holiday Pay. o 401K Retirement Plan with employer match. o Professional Development Opportunities o Access to wellness programs and resources. ā— Other Perks - Possibility of remote work, Professional Development. IND1 Job Type: Full-time Pay: $40,000.00 - $50,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Work Location: In person
    $40k-50k yearly 29d ago
  • Personal Banker

    Dickinson Financial Corporation 4.4company rating

    Finance representative job in Springfield, MO

    Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. Achieves specific sales goals on a daily, monthly, quarterly and annual basis. Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels. Works closely with clients and business partners to refer products and services to other business lines. Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Working at the worksite during regular business hours and/or assigned hours. Other specified duties as assigned. Compensation & Benefits The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired.
    $32k-38k yearly est. 2h ago
  • Associate Relationship Banker PT - Ozark

    QCR Holdings 4.1company rating

    Finance representative job in Ozark, MO

    TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs. ESSENTIAL FUNCTIONS: * Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. * Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. * Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. * Answer questions, address service challenges, and provide resolutions. * Maintain a system of orderly follow-up by mail and phone to onboard new clients. * Collaborate with business development and lending teams to seek and establish new clients in the marketplace. * Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. * Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. * Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols. * Accept and process loan and other types of payments and issues receipts. * Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances. * Follow security procedures consistently and protect client confidentiality. * Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Foster and preserve a culture of diversity, equity, and inclusion. * Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: * High school diploma or equivalent required * One-year experience in banking, client service, or related field with cash handling experience. * Capability to perform lending, sales, or account management. * Excellent client service skills. * Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. * Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. * Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: * Duties performed in a professional office environment. * Availability to work Saturdays. * Requires travel to other bank locations or client sites. * Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
    $32k-37k yearly est. 60d+ ago
  • A/R Student Financial Services Advisor

    Drury University 3.9company rating

    Finance representative job in Springfield, MO

    Generates and processes statements, works with several governmental agencies, coordinates collection efforts. Primary contact for all Drury GO students. Explains charges, financial aid, loans and the impact on billing to students. Explains/administers Nelnet payment plans. Reviews and mails/emails statements to students. Calculates refunds for Drury GO students. Coordinates with local campuses to assist remote students with financial questions and issues. Collects tuition and other payments from students, parents, and University departments. Enters, edits, and posts monies collected. Prepares daily bank deposit. Duties/Responsibilities: This job description is not to be construed as an exhaustive statement of duties or responsibility requirements. Employees may be required to perform other job-related instructions as requested by the supervisor, subject to reasonable accommodation. Uses communication skills, reasoning, and understanding of payment plans, charges, and financial aid in order to explain to students balances due, payment options, and payment amounts. Determines if a student is eligible for bookstore credit. Explains Nelnet payment plans and collects payments due. Receives monies via mail, bank transmittals, or directly from students/parents in the office. Verifies amount of monies collected at point of receipt. Fills change orders for the CX, Bookstore, OFEC and Athletics. Collects gift monies from the Development office. Bills multiple government and local agencies for students semester costs. Issues Petty Cash Reimbursements. Orders and writes petty cash checks, enters information in to a batch, and balances transactions. Uses queries in Jenzabar to apply flags and late fees to delinquent accounts. Creates spreadsheets to communicate past due student account information to satellite campuses so that they may facilitate collection efforts locally. Processes refunds for Drury GO student groups. Verifies hours enrolled, scans data for charges or adjustments for reasonableness. Generates statements for various Accounts Receivable types. Reviews, corrects, and mail statements. Uploads a digital copy of statement to Perceptive Content Imaging Software. Creates records of all correspondence connected to past due balances. Prepares and sends unpaid accounts to a professional collection agency. Calculates interest and collection cost. Serves as a Point of Contact for Drury. Reviews Drury GO accounts for accuracy, by coordinating with the Registrar's Office, Financial Aid, Drury GO local campus advisors, and Bookstore. Maintains electronic student files of correspondence, statements, and contracts by student. Reviews and processes change of status, and other billing adjustments submitted by Registrar and other departments. Imports bookstore charges Enters and edits journal entries verifying that entries have two approval signatures. Pull data for various State and Federal report concerning VA and third party payments. Performs other duties as assigned. Required Skills/Abilities: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. All job requirements listed indicate the minimum knowledge, skills, and/or ability deemed necessary to perform the job proficiently. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Possess a two-year degree in related field and two years of related experience; or equivalent combination of education and experience. Ability to accurately type data. Ability to communicate on the phone, in person and in writing. Ability to interpret complex rules for applying college and federal regulations regarding payment policies, financial aid guidelines, billing regulations, refund policies, calculation of payment plan amounts, and student refunds. Ability to exercise discretion for maintaining confidentiality of student's financial status. Ability to maintain meticulous files in order to pass financial audit reviews, and prove compliance with collection procedures on student accounts, prior to initiation of registration or diploma holds, or impact credit status. Attention to detail for consistency in billing and accuracy of information. Excellent communication skills, including good grammar, in order to communicate complex data, enforce policies and maintain goodwill by phone, in person, or in written matter with students/parents. Ability to use software (i.e., Jenzabar), to update student accounts, enter batches, and journal entries. Ability to use calculator to determine payment plan amounts, payment amounts, and account balances. Ability to use a copy machine to duplicate information for college records. Ability to use personal computer and software (i.e., Microsoft Office software, specifically Word and Excel) to generate collection letters, registration hold notices, and reports. Excellent math skills are necessary in order to computer interest, add, subtract and so forth to calculate contract amounts, payment amounts, total college costs, financial revisions, refunds, and balance accounts receivable. Ability to use a laser printer for printing letters, statements, edit reports, and other misc. reports. Ability to create specs and queries on computer software for utilization in collection procedures, communication to students, and administration. Ability to proofread and audit information to ensure accuracy of data collected and distributed. Ability to work with computer programs to revise complex program data related to billing rates each year. Education and Experience: Possess a two-year degree in related field and two years of related experience; or equivalent combination of education and experience. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. The noise level in the work environment is usually quiet. WORKING AT DU HAS ITS BENEFITS: Generous time off including 4+ weeks of paid time off starting your first year Free tuition for your whole family Free tickets to Drury home sporting events Health and wellness benefits at extremely competitive rates Free use of onsite fitness center on Springfield campus Discounted meals and Drury merchandise on campus
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Personal Banker

    Commerce Bancshares 4.4company rating

    Finance representative job in Cassville, MO

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.) Additional Job Description Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Belton/Raymore location. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs. As a Personal Banker, you'll: Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank. Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs. Actively listen to our customers so you can make appropriate recommendations that match their needs. Educate customers on a variety of retail products and digital solutions that improves their financial wellness. Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified. Be able to earn more than your base pay through our quarterly incentive program. Work Schedule Monday - Friday: 7:45 AM - 4:45 PM, or 8:30 AM - 5:30 PM, or 8:45 AM - 5:45 PM Every other Saturday from 8:45 AM - 12:15 PM Essential Functions Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements Identify complex financial needs and refer customers to bank specialists when appropriate. Perform other duties as assigned Knowledge, Skills & Abilities Required Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. Ability to meet personal and branch sales and customer services expectations Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values Proficient with Microsoft Word, Excel and Outlook Education & Experience High School diploma or equivalent combination of education and experience required 1+ years sales or customer service experience required Experience working in an environment with individual and team sales goals preferred Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8200 E 171st Street, Belton, Missouri 64012 Time Type: Full time
    $20-24.4 hourly Auto-Apply 5d ago
  • Personal Banker

    Dickinson Financial Corporation 4.4company rating

    Finance representative job in Branson, MO

    Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. **Responsibilities** + Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. + Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. + Achieves specific sales goals on a daily, monthly, quarterly and annual basis. + Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. + Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. + Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels. + Works closely with clients and business partners to refer products and services to other business lines. + Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. + Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. + Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. + When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. + Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. + Protect all client and bank information confidentially and follow all company policies. + Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). + Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. + Working at the worksite during regular business hours and/or assigned hours. + Other specified duties as assigned. **Compensation & Benefits** The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: + Medical + Dental + Vision + 401(k) plan + Company paid life insurance + Short and Long-term disability insurance + Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. **Skills** + Strong written and verbal communication skills required. + Strong attention to detail and ability to complete work accurately. + Ability to organize work. + Strong sales skills. + Basic math skills including the ability to calculate figures and amounts such as cash back and percentages. + Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. + Ability to be NMLS licensed and registered. **Education & Experience** + High school diploma, GED, or equivalent, required, Associate degree or higher preferred. + Previous banking experience preferred. + 6 months in a client service experience role preferred. + 6 months sales experience preferred. + Minimum 6 months cash handling experience preferred. + Ability to be NMLS licensed and registered and obtain a state notary license. **Physical Requirements** The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
    $32k-38k yearly est. 59d ago

Learn more about finance representative jobs

How much does a finance representative earn in Springfield, MO?

The average finance representative in Springfield, MO earns between $22,000 and $60,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Springfield, MO

$36,000

What are the biggest employers of Finance Representatives in Springfield, MO?

The biggest employers of Finance Representatives in Springfield, MO are:
  1. Midwest Technical Institute
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