Finance representative jobs in Springfield, MO - 39 jobs
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Financial Advisor - Various area and shifts
L.E. Cox Medical Centers 4.4
Finance representative job in Springfield, MO
:The Financial Advisor is responsible for answering questions about billing information and establishing estimates for patients who have a scheduled medical service or procedure. The Financial Advisor works with the patient to establish payment schedules, discuss the financial responsibility and collects prepayments in accordance with CMG policy. The Financial Advisor also monitors overdue accounts, researches accounts and recommended payment plans and works with insurance companies to obtain predetermination or authorization for certain procedures. This position works alongside different departments system wide in order to deliver excellent care and customer service for CoxHealth patients.
Education:
▪ Required: High School Diploma or Equivalent
Experience:
▪ Preferred: medical billing experience and claims processing knowledge; familiar with the insurance industry and collection process
Skills:
▪ Excellent verbal and written communication skills.
▪ Able to work independently and collaboratively in teams.
▪ Self starter.
▪ Proficient in using computers and computer systems
▪ Ability to multi-task and have attention to detail
Licensure/Certification/Registration:
▪ N/A
$38k-75k yearly est. 4d ago
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Financial Aid Representative
Midwest Technical Institute 3.7
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
● High School Diploma or Equivalent required
● 2 Years of related work experience required
● Previous work in a financial aid office or related department is a plus.
Skills & Competencies:
● Ability to solve problems effectively and efficiently.
● Reliable with strong attendance, punctuality, and follow-through.
● Excellent verbal and written communication skills.
● Customer focused mindset with a professional and friendly demeanor.
● Self-starter who can stay motivated and work well on their own.
● Well-organized and able to manage time and tasks effectively.
● Proficiency with CRM systems, student information systems, and Microsoft Office software.
Working Conditions:
● Infrequent Travel to campuses for off-site training - Less than 5%
● Full-Time role with a standard 40-hour workweek, occasional overtime can be required.
Compensation & Benefits:
● Salary - $40,000 - $50,000
● 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.
● 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 15d ago
US Experienced Financial Advisor
Edward Jones 4.5
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 41d ago
Financial Advisor - Various area and shifts
Cox Barton County Hospital
Finance representative job in Springfield, MO
Facility:
CoxHealth South: 3801 S National Ave, Springfield, Missouri, United States of America, 65807
Department:
1307 Patient Access Services CMG
Scheduled Weekly Hours:
40
Hours:
To be determined during interview
Work Shift:
CoxHealth is a leading healthcare system serving 25 counties across southwest Missouri and northern Arkansas. The organization includes six hospitals, 5 ERs, and over 80 clinics. CoxHealth has earned the following honors for workplace excellence:
Named one of Modern Healthcare's Best Places to work five times.
Named one of America's Greatest Workplaces by
Newsweek
.
Recognized as a Greatest Workplace for Women in both 2023 and 2024.
Listed as one of the Greatest Workplaces for Diversity in 2024.
Acknowledged by
Forbes
as one of the Best Employers for New Grads.
Ranked among the Best Employers by State for Missouri.
Healthcare Innovation's
Top Companies to Work for in Healthcare in 2025.
Benefits
Medical, Vision, Dental, Retirement Plan with employer match, and many more!
For a comprehensive list of benefits, please click here: Benefits | CoxHealth
Job Description:
The Financial Advisor is responsible for answering questions about billing information and establishing estimates for patients who have a scheduled medical service or procedure. The Financial Advisor works with the patient to establish payment schedules, discuss the financial responsibility and collects prepayments in accordance with CMG policy. The Financial Advisor also monitors overdue accounts, researches accounts and recommended payment plans and works with insurance companies to obtain predetermination or authorization for certain procedures. This position works alongside different departments system wide in order to deliver excellent care and customer service for CoxHealth patients.
Education:
▪ Required: High School Diploma or Equivalent
Experience:
▪ Preferred: medical billing experience and claims processing knowledge; familiar with the insurance industry and collection process
Skills:
▪ Excellent verbal and written communication skills.
▪ Able to work independently and collaboratively in teams.
▪ Self starter.
▪ Proficient in using computers and computer systems
▪ Ability to multi-task and have attention to detail
Licensure/Certification/Registration:
▪ N/A
Job Title: Recoupment Representative Department: Client Financial Services Employment Type: Full-Time Shift: Mon-Fri 8am-5pm Are you a passionate and dedicated professional looking to make a positive impact in the financial operations of our healthcare organization? Do you want to work in a supportive and dynamic environment where you can grow your skills and advance your career? Join our team as a Recoupment Representative, Client Financial Services!
As a Recoupment Representative, Client Financial Services, you'll review and process insurance overpayment requests, insurance credit balances, compliance audit repayments, and client credit balances. You'll collaborate and work with team members throughout the system to recover funds. Our ideal candidate is passionate about financial services in healthcare, has experience in billing, collections, or payment processing, and strong analytical and communication skills.
Springfield, Missouri offers a high quality of life, with a vibrant community, affordable cost of living, and beautiful natural surroundings. Join us in ensuring financial excellence and advancing your career!
Position Perks & Benefits:
* Employee benefits package - health, dental, vision, retirement, life, & more
* Paid time off - 29 days per year including vacation & holiday pay
* Mileage reimbursement - company paid for work functions requiring travel
* Top-notch training - initial, ongoing, comprehensive, and supportive
* Career mobility - advancement opportunities/promoting from within
* Welcoming, warm, supportive - a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness
Key Responsibilities:
* Collaborate with the Compliance department to manage audit repayments and ensure thorough tracking for completeness.
* Analyze accounts receivable balances to identify and address insurance credit balances requiring resolution or repayment.
* Assess client payment credit balances on accounts and take necessary actions for resolution or repayment.
* Prepare refund request forms and compile supporting documentation for submission to the Accounts Payable department for repayment or initiate recoupment processes.
* Assist Compliance in repayment of services identified within an internal audit review for federally funded payers.
* Initiate and release guarantor holds in the electronic health system for client charts where an internal audit is being conducted.
* Review and validate insurance overpayment letters for federal and non-federal payers.
* Dispute requests for overpayment as necessary.
* Address client credit balances and review services for insurance payer credit balances.
* Respond promptly to phone calls or emails regarding credit balance resolution or refunds.
* Process check refund requests with proper documentation in the electronic health system.
* Monitor and initiate voided claims, following through to recoupment.
* Document workflows.
* Perform other duties as needed.
Education and/or Experience Qualifications:
* High school diploma or General Educational Diploma (GED) is required.
* Preferably certified in Billing and/or Coding.
* At least two years of experience in a healthcare setting, with a focus on billing, collections, payment processing, or denial management.
* Experience with Missouri Certified Community Behavioral Health Organization (CCBHO) and managed care organization (MCO) billing is advantageous.
Additional Qualifications:
* Strong data analysis skills, especially with system reports.
* Proactive problem-solving and ability to implement solutions independently.
* Proficient in reading and following policies and procedures.
* Effective time management and multitasking under deadlines.
* Excellent verbal and written communication skills.
* Comfortable and proficient with computer systems, including Microsoft Word and Excel.
* Ability to securely handle confidential information.
* Experience documenting processes.
* Detail-oriented with strong prioritization skills.
* Accurate data entry and 10-key proficiency.
* Ability to work independently and collaboratively in a positive manner.
* Familiarity with insurance portals and medical terminology preferred.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance use care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we value diversity, equity, and inclusion in our workforce and encourage applications from individuals from diverse backgrounds and experiences. If you are passionate about empowering your local communities and promoting health equity, we invite you to join our mission-driven organization that is committed to building a diverse, equitable, inclusive and authentic workplace.
Position Perks & Benefits:
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
Top-notch training: initial, ongoing, comprehensive, and supportive
Career mobility: advancement opportunities/promoting from within
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
$29k-37k yearly est. Auto-Apply 17d ago
Associate Relationship Banker - Farmer's Park
Guaranty Bank 4.6
Finance representative job in Springfield, MO
Full-time Description
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 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.
$30k-34k yearly est. 17d 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. 8d ago
Personal Banker II
Cadence Bank 4.7
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. 13d 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. 4d 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
Personal Banker
Mid-Missouri Bank 3.9
Finance representative job in Springfield, MO
Personal Bankers are universal bankers who assist with all needs of retail customers. Personal Bankers are expected to provide an extraordinary customer experience through a relationship driven, consultive sales approach.
Represent MMB in a courteous and professional manner, provide an extraordinary customer experience through a relationship driven, consultive sales approach.
Knowledge of MMB's products and services and ability to recommend and train/educate customers on solutions that fit their need.
Focus on and meet individual and team goals, including training, sales, and customer relationship initiatives
Comply with all Bank policies/procedures and all applicable federal and state laws and regulations
Perform relationship, sales, product, educating, service initiating tasks, such as:
Deposit account opening
Online Banking / Mobile Banking setup & training
Cash Management setup & training
Production of Debit Cards and ordering customer checks
Credit Card processing
Safe Deposit Boxes
Referrals for loans, insurance, trust, and merchant services
Ensuring document imaging is accurate and up-to-date
Assist Customers with transaction based requests, such as:
Receives checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit
Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices
Process savings withdrawals
Cash checks: verify endorsement, receive proper identification, and ensure validity
Issue cashier's checks: verify identity, ensure funds are collected, and check OFAC
Process wire requests: verify identity, ensure funds are collected and follow outlined procedures and policies
Identify counterfeit currency
Accept loan payments: verify payment amount and issue receipts
Process cash advances, redeem U.S. Savings bonds
Maintain appropriate Currency Transaction Reports
Balance and maintain cash drawer, buy and sell currency from the vault as necessary, ensuring that drawer cash limits are not exceeded
Process safe deposit box payments
Assist Customers with routine account-related requests/inquiries such as:
Funds (manual and automatic) transfers
Stop payments
Inquiries about bank deposit products and service charges
Inquiries about ATM and Debit Card usage and limits
Inquiries about checking and savings account transactions
Inquiries about funds availability and account balances
Inquiries and troubleshooting for Online Banking, Cash Management, and Mobile Banking services
Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary
Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits
Perform customer requested research, including printing statement and check copies
Comply with security procedures established to ensure safety for employees and customers, to safeguard cash supplies, to protect the privacy of customer account information, as well as, follow fraud prevention guidelines established to protect the Bank from unnecessary losses
Other duties as assigned
Qualifications
Maintain friendliness and professionalism through the proper use of tact & diplomacy when dealing with customers at all times
Display a positive attitude and enjoy working with the public
Strong verbal communication skills
Strong mathematical skills along with accuracy
Detail oriented
Possess a great sense of organization, priority and time management
Ability to work well under pressure
Ability to identify, research and problem solve on a critical level and think on your feet
Ability to be flexible and to multi-task on a regular basis
Ability to work in a fast paced environment
Strong knowledge of bank deposit products/services & regulations
Strong technology skills and knowledge
$33k-39k yearly est. 16d ago
Personal Banker
Dickinson Financial Corporation 4.4
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. 3d ago
Associate Relationship Banker - Farmer's Park
QCR Holdings 4.1
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 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. 17d ago
Relationship Banker - Springfield Financial Center
Bank of America 4.7
Finance representative job in Springfield, MO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$29k-35k yearly est. Auto-Apply 5d 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. 15d ago
Financial Services Representative
Worldacceptance
Finance representative job in Crane, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18 - $20
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$18-20 hourly Auto-Apply 12d ago
Insurance Account Representative - State Farm Agent Team Member
Sarah Rader-State Farm Agent
Finance representative job in Republic, MO
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Hourly plus commission/bonus
Requirements
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Experience in a variety of computer applications, particularly Windows
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$28k-36k yearly est. 28d ago
Personal Banker
Commerce Bank 4.4
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.)
About This Job
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 Cassville 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 - flexibility between 7:45 AM - 5:15 PM, 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: 89 S Main St, Cassville, Missouri 65625
Time Type:
Full time
$20-24.4 hourly Auto-Apply 12d ago
Associate Relationship Banker - Farmer's Park
Guaranty Bank 4.6
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 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. 13d ago
Associate Relationship Banker - Battlefield
QCR Holdings 4.1
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.
* Capabilty 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 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.
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: