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  • Customer Service Rep II

    Collabera 4.5company rating

    Finance service representative job in Johnston, IA

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Duties: Provides information to customers regarding products and services. Documents customer interactions and product/service issues, entering descriptive information online in order to provide history and tracking of issue resolution. Researches, resolves, and responds to general and semi-complex customer concerns; escalates complex questions for resolution. Shares best practices with department team members in order to maintain required service levels. Tracks trends in customer and product concerns and informs/provides feedback to appropriate departments/units so that necessary action can be performed. Evaluates disputes between customer opinion and company actions, and explores alternative solutions that will result in satisfactory resolution. Qualifications Business casual environment and schedule will fall between 8AM-5PM, Monday-Friday. Training is for 2-3 weeks. These individuals will be completing about 60-80 inbound calls per day from customers who have accounts with the client. Questions can be pertaining to due dates, confirmation of receipt of payment, questions on a statement, etc. There are a lot of online resources offered to customers, so individuals must be comfortable with referring to and using these resources to answer questions. These positions are to assist with the influx of calls with installment products. Assignment extensions are possible depending on business need. Ideal candidates will have a Bachelor's degree in Business or similar (or equivalent experience) and have direct call center experience within a financial services environment, but these are not an absolute requirement. Individuals with banking or financial services experience have been successful in this role. Open to seeing candidates with other types of customer service experience as well (coop or dealership, for example). Open to recent grads. Intermediate user of MS Office and have the ability to learn other systems quickly as they will need to learn systems specific to the client to be successful in the role. Additional Information To know more on this position or to schedule an interview please contact; Reginald Cubangbang (314) -815-5415
    $30k-36k yearly est. 60d+ ago
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  • Join Our Team at Trader PhD LLC!

    Trader PhD LLC

    Finance service representative job in West Des Moines, IA

    Who We Are We are an agricultural commodity advisory service in the Des Moines Metro Area, Iowa. Our company was launched ten years ago to help farmers and ranchers all across the U.S. to provide market advice, commentary, and risk management strategies. In that time, we've been named one of the fastest-growing private companies on the Inc 5000 list, as well as been named one of Iowa's Top Workplaces. Our core values here at Trader PhD are Accountability, Supporting Each Other, Growth Mindset and Have Fun & Be Happy. If these values resonate with you then you would be a perfect candidate to join our team! Opportunities at Trader PhD LLC We continuously seek individuals with skills in: Sales & Business Development - Building relationships and driving revenue growth. Market Analysis & Research - Providing expert insights on commodity trends. Client Success & Support - Ensuring clients get the most value from our services. Telemarketing & Lead Generation - Connecting with potential clients and generating leads. Software & IT Support - Improving and maintaining our internal and client-facing systems. Operations & Administration - Keeping our business running smoothly. If you don't see a currently open job listing that matches your expertise, we still want to hear from you! What We Look For We value: Strong sales, problem-solving and analytical skills A proactive and results-driven mindset Excellent communication and teamwork abilities A passion for financial markets, agriculture, and innovation Why Join Trader PhD LLC? Innovative & Growing Company - Be part of a team shaping the future of commodity trading. Career Growth - We invest in our employees' professional development. Competitive Compensation - Salaries, performance incentives, and benefits. Collaborative Culture - Work with industry experts in a supportive environment. How to Apply Interested in joining our team? Click on the “Apply for this Job” button in the upper right. We'll keep your application on file and reach out when a suitable opportunity arises. Be part of a company that is transforming agricultural markets-apply today!
    $60k-97k yearly est. 60d+ ago
  • Insurance Customer Service Rep

    Country Financial-Matt Reed Agency 4.4company rating

    Finance service representative job in Indianola, IA

    Job Description At COUNTRY Financial - Matt Reed Agency, we combine over 50 years of industry experience with a genuine commitment to helping our clients. We specialize in all lines of insurance and financial services, offering personalized guidance and dependable support to every individual and business we serve. Our office is client-focused and built on teamwork. We take pride in being a supportive, energetic group that values integrity, communication, and growth. If youre looking for a workplace that feels both professional and personal, this is the place to grow your career. As an Insurance Customer Service Representative, you will play an essential role in delivering outstanding client experiences. From handling inquiries and processing policy updates to supporting our agents and helping clients understand their coverage, youll be the face of service excellence in our agency. Base pay: $35,000-$45,000 (based on experience) Paid time off (PTO) and paid vacation Mon-Fri schedule with evenings and weekends off Retirement plan Hands-on training and mentorship Supportive team culture Home office support If youre motivated by helping others, thrive in a team environment, and want a role that keeps you engaged and growing, we encourage you to apply today! Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Retirement Plan Evenings Off Weekends Off Home Office Support Paid Vacations Responsibilities Provide a positive and professional client experience in every interaction Greet clients and prospects who visit the office Contact clients at risk of policy or contract cancellation Manage calendars, schedule appointments, and handle follow-ups Support marketing campaigns and community events Requirements Prior customer service or insurance experience preferred Property & Casualty license (or willingness to obtain upon hire) Strong communication and interpersonal skills Organized and detail-oriented with excellent time management Team-oriented attitude with a proactive, doer mindset
    $35k-45k yearly 27d ago
  • Customer Service Representative - Preneed

    Global Atlantic Financial Group 4.8company rating

    Finance service representative job in Des Moines, IA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Job Title: Client Care Advocate - Preneed Location: Des Moines, IA Start Date: February 23, 2026 Pay: $19.54 per hour + overtime pay Training Schedule: 6-8 weeks (Monday-Friday, 7:30 am - 4:00 pm CST) Post-Training Schedule: 8-hour shift, Monday-Friday, hours after training will be 8:30-5pm CST, need to be flexible with shift time Perks and Benefits: * $500 cash sign-on bonus * All IT equipment provided * Hybrid work schedule after training period * Free lunch and parking * Referral bonuses * Eligible for annual bonus * Comfortable workspaces and game rooms * PTO, Sick Days, Paid Company Holidays * Free health insurance - employee & children levels based on salary band * Training & career advancement * 401(k) match and equity opportunities * Tuition, adoption, and lifestyle reimbursement RESPONSIBILITIES: * Understands insurance products, procedures, and system capabilities * Responds to inbound calls providing excellent customer service * Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable * Receives and resolves telephone inquiries from parties of the contract within service standards * Identify, communicate, and proactively work to solve problems or issues * Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State * Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines * Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships * Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance. * Main contact for assigned sales representatives, accounts, and states * Provides a broad range of technical and operational support to clients and agents * Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy * Participation in team meetings * Provides other duties as assigned by management REQUIRED QUALIFICATIONS: * High School diploma or GED required * 1+ years of work experience in customer service * Strong PC and Software skills, especially Microsoft Office products * Insurance industry knowledge is a plus PREFERRED QUALIFICATION: * Proven ability to grasp new products, concepts, and procedures * Understanding of the industry, sales process, and distribution channel * Strong attention to detail with excellent organizational skills * Great interpersonal and team skills required * Strong written and oral communication skills * Excellent phone presence and presentation * Ability to maintain positive attitude and composure in dealing with difficult situations * Demonstrated flexibility with schedules and time management * This role is not eligible for visa sponsorship now or in the future Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $19.5 hourly Easy Apply 15d ago
  • Investment Trader

    Integrity Marketing Group 3.7company rating

    Finance service representative job in Urbandale, IA

    The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring. Essential Job Functions Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing. Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software. Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives. Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items. Communicate with various team members and stakeholders regarding investment strategies and portfolio performance. Work with the Compliance Department as needed to address regulatory concerns or improper sales practices. Other duties as assigned. Travel up to 10% Knowledge, Skills, and Abilities Must display Core Values Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes Strong attention to detail Product knowledge in managed accounts, securities, and trading systems Strong conceptual skills with an ability to deliver big ideas that drive results Exceptional written and verbal communication skills Experience and Education 2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities. Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience. Licensing: FINRA Series 7. Series 65/66 required within 6 months. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
    $64k-107k yearly est. Auto-Apply 60d+ ago
  • Packaged Gases Customer Service Representative - Des Moines, IA

    Matheson Tri-Gas, Inc. 4.6company rating

    Finance service representative job in Des Moines, IA

    Packaged Gases Customer Service Representative Manages sales campaigns with the intent of either scheduling appointments for sales to improve sales productivity or by gaining business via direct quote/follow up. Assesses customer satisfaction with MTG products and services via conducting surveys and provides insights for addressing customer concerns. Works closely with SBU Sales Leaders, Sales, Corporate Marketing and Customer Service. Position Accountabilities; Place outbound calls with the prime purpose of scheduling appointments for sales with new or existing customers, notifying sales of committed appointment times and then following up with a courtesy call to determine customer satisfaction/needs. Provides quotes or completes the sale, if campaign appropriate to directly gain new business. - Probes and identifies problematic situations/opportunities that could protect or yield new business for MTG and communicates the information to the appropriate function for follow up. - Restocks store merchandise as needed. Arranges stock on shelves or racks in sales area and keeps merchandise in order. Marks or tickets merchandise. - Manages requests for products, price and technical information. - Assist in warehouse in shipping & receiving, inventory stocking, cleaning, labeling, or other tasks. - Maintains showroom cleanliness by procedures set forth by management. - Identifies sources of leads and manages the pre-qualification process in collaboration with sales and corporate marketing. - Tracks result of outbound campaign efforts. - Backs up inbound customer service, as needed. Ensure all safety rules are strictly observed. Perform other projects and duties as assigned. High School Graduate with diploma and/or prior experience in outbound calling/inside sales, outside sales or marketing desirable. - Excellent customer service skills. Ability to establish and manage customer relationships - Ability to work independently. Matheson is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. Qualified applicants will receive consideration for employment without regard to their race, color, Religion, national origin, sex, protected veteran status, or disability EOE AA M/F/VET/Disability.
    $28k-33k yearly est. 58d ago
  • CSR-Dispatcher

    Custom Electrical Services 2.8company rating

    Finance service representative job in Clive, IA

    About us Custom Electrical Services is a small business in Clive, IA. We are a professional electrical contractor that provides service throughout central Iowa. Our work environment includes: Relaxed atmosphere Casual dress code Daytime schedule No nights, holidays, or weekends! Ever! Small business/family atmosphere Attention all customer service superstars! We are a leading electrical contractor in Clive, Iowa looking for an experienced CSR/Dispatcher to join our team. Responsibilities Field incoming phone calls and form submissions from customers. Dispatch service technicians to appropriate locations in a timely and efficient manner. Monitor all assigned technicians in a timely and efficient manner. Monitor all assigned drivers to ensure on-time performance. Provide exceptional customer service to all clients. Enter data for job costing. Requirements Previous experience with ServiceTitan software is preferred but not required. Must be 18 years of age or older. 6 months previous experience as a CSR or dispatcher is preferred. Excellent communication and organizational skills. Must be able to multitask and organizational skills. Ability to work independently and as part of a team. Strong problem-solving skills and attention to detail. Background check and drug screen required. If you meet these requirements and are looking for an exciting new opportunity with room for growth please submit your resume today. We can't wait to hear from you!
    $28k-34k yearly est. 60d+ ago
  • Client Service Representative

    Bluepearl 4.5company rating

    Finance service representative job in Des Moines, IA

    If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. BluePearl Pet Hospital is hiring for Veterinary Receptionists! Are you an excellent customer service professional? Do you offer guidance, comfort, and support? Are you looking for an opportunity to work with some of the greatest veterinary medicine professionals? If you are seeking an opportunity with a team that inspires growth working in a collaborative environment, we want to hear from you. At BluePearl Pet Hospital, our Veterinary Receptionists are imperative to the success of our hospital. In this position, you are the first BluePearl Associate that the client sees. You will ensure that each client receives the care and attention that they need. You will need to be able to function calmly and compassionately in situations that can be very emotional and difficult for our clients. As a Veterinary Receptionist: You will greet and make friendly eye contact every time our hospital entry door opens to offer the individual warm and professional acknowledgement. You are always offering a friendly smile, strong eye contact and an approachable demeanor. You are a compassionate listener. You speak clearly, slowly, and calmly in person and on the telephone in a way that clients easily understand. You will assess immediately upon arrival each client's rare need, as well as the pet's general condition. You will determine whether an emergency arrival is a “stat” versus “standard” emergency. You will respond to non-patient calls or visitors and connect them to the appropriate team member. You are responsible for confirming all appointments in advance ensuring clients receive accurate information about preparing their pet for the appointment. You will offer emotional support and resource materials to grieving clients in a compassionate and discreet manner. You serve as a liaison between clients and service agencies during handling of pet remains by ensuring a complete, accurate, and compassionate process. Why BluePearl? Our passion is pets. We offer Trupanion pet insurance and discounts to our associates for pet treatments, procedures, and food. We encourage you to grow with us. Our technicians are leveled by their skillset and move up in level as they gain more skills and experience. We are focused on developing our associates into leaders through talent development programs and leadership workshops. As a member of Mars Veterinary Health, our associates have endless opportunities to advance in his/her career. In order to transform and lead the industry through innovative quality medicine and care, we understand the importance of continuous learning. We offer annual continuing education allowance, free continuing education sessions, our own BluePearl University for training, and our clinicians have access to over 2,000 medical journals. A regional licensed social worker who can provide guidance, advice, and tips/tricks on how to maintain a healthy lifestyle while working in a fast-paced emergency and specialty care environment. We promote a family-like culture in our hospitals. We are all in this together. We believe in working together to lead the industry by enriching lives through remarkable care for pets. BluePearl is committed to a diverse work environment in which all individuals are treated with respect and dignity. We are an equal opportunity employer and each applicant will receive consideration for employment without regard to race, color, national origin, religion, creed, sex, age, disability, genetic information, marital status, citizenship status, sexual or affectional preference, or gender identity or expression, protected veteran status, or any other characteristic protected by law. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request. We are an Equal Opportunity Employer and a Drug Free Workplace.
    $26k-34k yearly est. Auto-Apply 32d ago
  • Teller Service Representative

    Veridian Credit Union 4.0company rating

    Finance service representative job in Ankeny, IA

    WANT TO BE A PART OF SOMETHING GREAT? VERIDIAN IS LOOKING FOR INDIVIDUALS TO JOIN OUR AWARD-WINNING TEAM. START YOUR JOURNEY AND APPLY TODAY. Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked! Benefits: *********************************************************** SUMMARY Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that promote the Veridian brand. Understand and be familiar with Bank Secrecy Act (BSA) guidelines. Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc. Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc. Actively cross‑sell credit union services by providing information to current, new and potential members. Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member. Assist members over the phone. Consistently achieve established monthly and annual sales and service goals. Contributes to team effort by accomplishing related results as needed. Monitor necessary departmental files and reports, updating member information as required. Maintains member confidence and protects operations by keeping information confidential. Balance cash box per teller balancing procedures. KEY ATTRIBUTES Oral and written communication skills. Member service focus. Attention to detail and accuracy. Positive attitude that supports a team environment. Dependable and punctual; flexible during peak times. High level of confidentiality. Organizational skills. Self-motivated; ability to work without close supervision. Problem solving; analysis. PHYSICAL DEMANDS 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: Occasionally lift and/or move items over 10 pounds. Remain sedentary (seated) for extended periods of time. WORKING CONDITIONS This job operates in a professional office environment and routinely uses standard office equipment. TRAVEL Limited travel expected. REQUIRED EDUCATION AND EXPERIENCE High School Diploma. Relevant work experience in the area of customer service and/or cash handling. Math and clerical aptitude. Fluent computer skills in a Microsoft Windows environment. OTHER DUTIES Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. ABOUT VERIDIAN Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $35k-40k yearly est. Auto-Apply 60d+ ago
  • Member Service Representative

    Greenstate Credit Union 3.9company rating

    Finance service representative job in Ankeny, IA

    The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Job Requirements/Expectations JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID
    $17.4-20.3 hourly Auto-Apply 12d ago
  • Financial Advisor Lead (FT) | Business Services | Ames | 2025-274

    McFarland Brand 2016-09-29

    Finance service representative job in Ames, IA

    McFarland Clinic is currently accepting applications for a Financial Advisor Lead for its Ames offices. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Responsibilities include: Assist team and patients to resolve billing related questions. Assist patients in finding solutions to balances owed. Work with insurance companies and other third party entities. Work with clinical areas to provide estimates. Will have multiple work queues and reports to maintain. Assist with training new/current team members. Position comes with competitive clinic pay and valuable benefit package. Education High School Diploma, GED or HiSET Days: Monday - Friday. Saturday rotation Hours: 8:00 AM - 5:00 PM Experience One year work experience in a medical clinic setting. Completion of medical terminology preferred. Word processing and computer experience. Problem solving and de-escalation skills. Excellent verbal, written communication skills. Pre-employment drug screen and criminal history background checks are a condition of hire. Benefits McFarland Clinic offers a comprehensive benefits package, including health and dental insurance, 401(k), and PTO. Click here for details. McFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than 75 years experience of caring for people. We welcome applicants who can help us enhance the health and well-being of our patients and communities we serve. McFarland Clinic is an Equal Opportunity Employer McFarland Clinic makes every effort to comply with all requirements of federal, state and local laws relating to Equal Employment Opportunity.
    $24k-48k yearly est. 20d ago
  • Representative II, Customer Service Ops

    Cardinal Health 4.4company rating

    Finance service representative job in Des Moines, IA

    **_What Customer Service Operations contributes to Cardinal Health_** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. The Representative II, Customer Service Operations processes orders for distribution centers and other internal customers in accordance with scheduling, demand planning and inventory. The Representative II administers orders in internal systems and responds to customer questions, clearly communicating delays, issues and resolutions. This job also processes non-routine orders, such as product samples, and ensures that special requirements are included in an order. **_Responsibilities_** + Offer professional and timely service as a representative of Cardinal Health at-Home + Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions + Process orders for distribution centers and internal customers in accordance to scheduling, demand planning and inventory + Provide problem resolution for order issues in a timely manner including delays + Process non-routine orders such as product samples that have special requirements + Multitask in a fast paced environment **_Qualifications_** + High School diploma, GED or equivalent, or equivalent work experience, preferred + 2-4 years experience in Customer Service preferred + Prior computer experience using Microsoft Office systems + Team-oriented mindset + Strong organizational skills and attention to detail + Excellent communication skills + A passion for healthcare **_What is expected of you and others at this level_** + Applies acquired job skills and company policies and procedures to complete standard tasks + Works on routine assignments that require basic problem resolution + Refers to policies and past practices for guidance + Receives general direction on standard work; receives detailed instruction on new assignments + Consults with supervisor or senior peers on complex and unusual problems + Other duties as assigned. **Anticipated hourly range:** $15.70 per hour to $22.50 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/11/2026 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $15.7-22.5 hourly 21d ago
  • Part Time Associate Banker Southeast PA (20 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Altoona, IA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $24k-44k yearly est. 60d+ ago
  • Business Banker

    Two Rivers Bank & Trust 3.8company rating

    Finance service representative job in Des Moines, IA

    Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa. We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve. Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career. Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team! POSITION PURPOSE This position is responsible for growing and retaining profitable relationships and assisting in the introduction of other Two Rivers Bank & Trust products and services to clients. EDUCATION AND WORK EXPERIENCE * Bachelor's degree in business, economics, finance, or comparable banking degree or comparable years of similar work experience. * Seven or more years' lending experience. * Experience in Commercial and Industrial, Commercial Real Estate and SBA lending preferred. * Portfolio management experience preferred. * Knowledge of banking rules and regulations, in addition to knowledge of bank products and services. SKILLS AND QUALIFICATIONS * Experience with Windows operating systems. * Experience with MS Office software and bank financial analysis software. * Organized, effective time management, and self-directed team player. * Excellent verbal and written communication skills. * Advanced understanding of Commercial Banking products and services. * Excellent relationship building skills and strong, well developed interpersonal skills to maximize business contacts and develop a working relationship with existing and potential clients. * High level of analytical skills to conduct loan analysis and monitor loan progress with consideration of market trends, economic conditions and other pertinent factors. * Strong sales skills with proven success in meeting and/or exceeding sales goals. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES * Prospect, develop, and manage banking relationships by understanding customer needs, assessing financial information and finding workable solutions within the bank's policies and philosophies. * Negotiate credit items including overall terms, repayment methods, and collateral requirements. * Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. * Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan to ensure compliance with regulations and enhance the ability to make sound credit decisions. * Ensure that loans are properly documented in accordance with approval terms. * Conduct annual reviews of commercial relationships to monitor overall credit quality. * Work with Treasury Management and other areas of the bank to actively cross-sell Two Rivers Bank & Trust products and services. * Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business. SCHEDULE/TRAVEL/STATUS * Exempt * In-Office (Not Remote) * Infrequent Travel NOTICE This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
    $25k-44k yearly est. 31d ago
  • Customer Service Representative - Annuities - $500 SIGN ON BONUS

    Global Atlantic Financial Group 4.8company rating

    Finance service representative job in Des Moines, IA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Client Care Advocate - Annuities Start Date: February 23, 2026 Location: Des Moines, IA Hourly Rate: Hartford - $19.54 per hour + overtime with a $500 sign-on bonus Paid Training: * Training lasts approximately 12 weeks * Training hours are Monday - Friday, in-office, from 7:30am - 4:00pm Central and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls * After training, you will follow a hybrid schedule * Our contact center is open as follows: * Monday - Thursday 7:00am - 6:00pm Central * Friday 7:00am - 5:00pm Central This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST. Perks and Benefits: * $500 sign-on bonus * All IT equipment provided * Hybrid work schedule after training period (M -TH in office) * Free lunch and parking * Referral bonuses * Eligible for annual bonus * Comfortable workspaces and game rooms * 12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off * Free health insurance - employee & children levels based on salary band * Training & career advancement * 401(k) match and equity opportunities * Tuition, adoption, and lifestyle reimbursement POSITION OVERVIEW Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Hartford. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post call activities and completion of call back commitments involving our annuity customers, internal and external, by performing the following duties: RESPONSIBILITIES: * Understands insurance products, procedures, and system capabilities * Responds to inbound calls providing excellent customer service * Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable * Receives and resolves telephone inquiries from parties of the contract within service standards * Identify, communicate, and proactively work to solve problems or issues * Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State * Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines * Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships * Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance * Main contact for assigned sales representatives, accounts, and states * Provides a broad range of technical and operational support to clients and agents * Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy * Participation in team meetings and other cross functional groups is expected * This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel * Provides other duties as assigned by management REQUIRED QUALIFICATIONS: * Bachelor's degree or equivalent work experience * 1+ years' experience in customer service * Strong PC and Software skills, especially Microsoft Office products * Insurance industry knowledge is a plus PREFERRED QUALIFICATION: * Proven ability to grasp new products, concepts, and procedures * Understanding of the industry, sales process, and distribution channel * Strong attention to detail with excellent organizational skills * Great interpersonal and team skills required * Strong written and oral communication skills * Excellent phone presence and presentation * Ability to maintain positive attitude and composure in dealing with difficult situations * Demonstrated flexibility with schedules and time management * This position is not eligible for visa candidates now or in the future. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $19.5 hourly Easy Apply 15d ago
  • Customer Service Representative

    Collabera 4.5company rating

    Finance service representative job in Urbandale, IA

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Position Details: Industry Manufacturing Work Location Urbandale IA 50322 Job Title Customer Service Representative Duration 3 Years (Strong possibility of extension) Job Description: • Duties: Provides responses and/or solutions to customer, dealers, and/or Company personnel inquiries concerning problems and concerns of a moderately complex level. • Effectively documents customer, dealer, and/or company personnel interactions and issues relating to area of responsibility. • Distributes additional product/service/policy information to customers, dealers, and client's personnel. • Develops common solutions to problems with team members to maintain required service levels. • Maintains the accuracy and availability of customer related information on-line. • Assists in the promotion of client's products/services/programs through special program offerings, special mailings and pro-active user contact. • Negotiates with customers, dealers and company personnel to provide the proper policy execution and adequate resolution. Additional Information Job Requirements: • Candidates fluent in Italian required . Must be able to read, write and speak fluent English as well. • Extreme flexibility is needed due to the schedule requirements of supporting a 24/7, 362 days a year support call center. • Training will be on 1st shift and last roughly 3 months. Upon completion of training, off-shift hours will be required to support Italian language customers during normal business hours in Europe. • Shift examples are 12am - 8:30am, or 1am - 9:30am. • Candidates with 4 year degrees preferred. • Candidates with customer service backgrounds and strong troubleshooting computer skills are highly desired. • Ag/farming backgrounds a plus.
    $30k-36k yearly est. 1d ago
  • Teller Service Representative

    Veridian Credit Union 4.0company rating

    Finance service representative job in West Des Moines, IA

    Teller Service Representative WANT TO BE A PART OF SOMETHING GREAT? VERIDIAN IS LOOKING FOR INDIVIDUALS TO JOIN OUR AWARD-WINNING TEAM. START YOUR JOURNEY AND APPLY TODAY. Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked! Benefits: *********************************************************** SUMMARY Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that promote the Veridian brand. Understand and be familiar with Bank Secrecy Act (BSA) guidelines. Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc. Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc. Actively cross‑sell credit union services by providing information to current, new and potential members. Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member. Assist members over the phone. Consistently achieve established monthly and annual sales and service goals. Contributes to team effort by accomplishing related results as needed. Monitor necessary departmental files and reports, updating member information as required. Maintains member confidence and protects operations by keeping information confidential. Balance cash box per teller balancing procedures. KEY ATTRIBUTES Oral and written communication skills. Member service focus. Attention to detail and accuracy. Positive attitude that supports a team environment. Dependable and punctual; flexible during peak times. High level of confidentiality. Organizational skills. Self-motivated; ability to work without close supervision. Problem solving; analysis. PHYSICAL DEMANDS 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: Occasionally lift and/or move items over 10 pounds. Remain sedentary (seated) for extended periods of time. WORKING CONDITIONS This job operates in a professional office environment and routinely uses standard office equipment. TRAVEL Limited travel expected. REQUIRED EDUCATION AND EXPERIENCE High School Diploma. Relevant work experience in the area of customer service and/or cash handling. Math and clerical aptitude. Fluent computer skills in a Microsoft Windows environment. OTHER DUTIES Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. ABOUT VERIDIAN Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $35k-40k yearly est. Auto-Apply 60d+ ago
  • Representative II, Customer Service Operations

    Cardinal Health 4.4company rating

    Finance service representative job in Des Moines, IA

    **What Customer Operations Support contributes to Cardinal Health** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. The Representative II, Customer Service Operations is responsible for providing services to customers by acting as a liaison in problem-solving, research and order problem/dispute resolution. **_Responsibilities_** + Offer professional and timely service as a representative of Cardinal Health at-Home + Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions + Provide problem resolution for order issues in a timely manner **_Qualifications_** + High School diploma, GED or equivalent, or equivalent work experience, preferred + 2-4 years' experience in Customer Service preferred + Prior computer experience using Microsoft Office systems required + Team-oriented mindset + Demonstrate a passion for healthcare + Strong organizational skills and attention to detail **_What is expected of you and others at this level_** + Applies acquired job skills and company policies and procedures to complete standard tasks + Works on routine assignments that require basic problem resolution + Refers to policies and past practices for guidance, including usage of SOP's and written instructions. + Receives general direction on standard work; receives detailed instruction on new assignments + Consults with supervisor or senior peers on complex and unusual problems + Demonstrate excellent communication skills + Must be able to multitask in a fast-paced environment + Must maintain a distraction free workspace. **Anticipated hourly range:** $15.70 per hour to $22.50 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/16/2026 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $15.7-22.5 hourly 17d ago
  • Customer Service Representative - Preneed

    Global Atlantic Financial Group Limited 4.8company rating

    Finance service representative job in Des Moines, IA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Job Title: Client Care Advocate - Preneed Location: Des Moines, IA Start Date: February 23, 2026 Pay: $19.54 per hour + overtime pay Training Schedule: 6-8 weeks (Monday-Friday, 7:30 am - 4:00 pm CST) Post-Training Schedule: 8-hour shift, Monday-Friday, hours after training will be 8:30-5pm CST, need to be flexible with shift time Perks and Benefits: $500 cash sign-on bonus All IT equipment provided Hybrid work schedule after training period Free lunch and parking Referral bonuses Eligible for annual bonus Comfortable workspaces and game rooms PTO, Sick Days, Paid Company Holidays Free health insurance - employee & children levels based on salary band Training & career advancement 401(k) match and equity opportunities Tuition, adoption, and lifestyle reimbursement RESPONSIBILITIES: Understands insurance products, procedures, and system capabilities Responds to inbound calls providing excellent customer service Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable Receives and resolves telephone inquiries from parties of the contract within service standards Identify, communicate, and proactively work to solve problems or issues Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance. Main contact for assigned sales representatives, accounts, and states Provides a broad range of technical and operational support to clients and agents Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy Participation in team meetings Provides other duties as assigned by management REQUIRED QUALIFICATIONS: High School diploma or GED required 1+ years of work experience in customer service Strong PC and Software skills, especially Microsoft Office products Insurance industry knowledge is a plus PREFERRED QUALIFICATION: Proven ability to grasp new products, concepts, and procedures Understanding of the industry, sales process, and distribution channel Strong attention to detail with excellent organizational skills Great interpersonal and team skills required Strong written and oral communication skills Excellent phone presence and presentation Ability to maintain positive attitude and composure in dealing with difficult situations Demonstrated flexibility with schedules and time management This role is not eligible for visa sponsorship now or in the future Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $19.5 hourly Auto-Apply 10d ago
  • Representative II, Customer Service Operations

    Cardinal Health 4.4company rating

    Finance service representative job in Des Moines, IA

    **What Customer Operations Support contributes to Cardinal Health** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. The Representative II, Customer Service Operations is responsible for providing services to customers by acting as a liaison in problem-solving, research and order problem/dispute resolution. **_Responsibilities_** + Offer professional and timely service as a representative of Cardinal Health at-Home + Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions + Provide problem resolution for order issues in a timely manner **_Qualifications_** + High School diploma, GED or equivalent, or equivalent work experience, preferred + 2-4 years' experience in Customer Service preferred + Prior computer experience using Microsoft Office systems required + Team-oriented mindset + Demonstrate a passion for healthcare + Strong organizational skills and attention to detail **_What is expected of you and others at this level_** + Applies acquired job skills and company policies and procedures to complete standard tasks + Works on routine assignments that require basic problem resolution + Refers to policies and past practices for guidance, including usage of SOP's and written instructions. + Receives general direction on standard work; receives detailed instruction on new assignments + Consults with supervisor or senior peers on complex and unusual problems + Demonstrate excellent communication skills + Must be able to multitask in a fast-paced environment + Must maintain a distraction free workspace. **Anticipated hourly range:** $15.00 to $22.57 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 10/31/2025 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $15-22.6 hourly 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Ames, IA?

The average finance service representative in Ames, IA earns between $21,000 and $44,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Ames, IA

$30,000
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