Financial Representative Trainee (Sales) - Indianapolis, IN
Finance service representative job in Indianapolis, IN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Educational Sales Representative
Finance service representative job in Indianapolis, IN
Join Us in Fostering the Power of Music Education Nationwide!
At Music & Arts, we are on a mission to transform lives through the power of music. Our dedication to music education is at the heart of everything we do, empowering educators to inspire the next generation of musicians. Through our flagship program, Be Part of the Music™, we equip educators with invaluable resources, completely free of charge, to elevate student engagement and retention in music. Come join the #1 School Services team in the nation as we continue to make a profound impact!
Empower Music Educators from Day One
As a Relationship Manager for Music & Arts, you'll play a pivotal role in nurturing, expanding, and forging new relationships with educators, administrators, and key influencers within your territory. Your goal? Cultivate a robust network of connections that champions music education at every level. Your influence will be immediate and enduring, as you deliver exceptional service and tailored solutions to meet educators' rental, repair, and product needs.
What You'll Do
Forge meaningful relationships with educators, administrators, and key influencers within your territory, anticipating their needs and providing unparalleled customer service to elevate their experience.
Identify growth opportunities and develop strategic plans to expand our presence and deepen our relationships with educators, driving sales and fostering trust.
Engage regularly with educators through both in-person and virtual meetings, staying attuned to their evolving needs while also participating in educator conferences and other relevant events.
Execute daily and long-term tasks across your portfolio to sustain and boost sales, offering valuable insights to enhance both B2B and B2B2C experiences.
Champion our Be Part of the Music initiative, raising awareness and facilitating access to its extensive educational resources.
Collaborate with educators to devise strategies that enhance student participation and retention in music programs, enriching their overall educational journey.
Provide dedicated support through recruitment, demonstrations, testing and fittings, and rental events, ensuring educators have the tools and assistance required to cultivate thriving music programs.
Additional duties as assigned.
About Music & Arts
Music & Arts embodies the world of creativity and music by encouraging our teammates to find their own individual sound. We strive to create lifelong musicians and make a difference in the world by enabling musicians and non-musicians alike to experience the almost indescribable happiness that comes from playing an instrument. We believe in putting our customers first, engaging with respect and integrity and fulfilling our mission with passion.
The first Music & Arts was located in a small house in Bethesda, MD and run by founder Benjamin O'Brien. When Music & Arts opened its doors in 1952, we offered printed music, music lessons, dance lessons, and art supplies. Ben decided shortly after opening his business that he wanted to focus on music to better serve his customers -- a decision that remains intact to this day.
Since the 1990's, Music & Arts has expanded nationwide through organic growth and a series of acquisitions and mergers with other music dealers. In 2005, Music & Arts joined forces with American Music to become the largest band and orchestra instrument retailer in the United States. Based in Frederick, MD, Music & Arts is now part of the Guitar Center enterprise and comprises 225+ retail stores, 200+ educational representatives, and 250+ affiliate locations.
Why Join Us:
Meaningful Mission: Make a tangible difference by contributing to a mission that celebrates the transformative power of music education.
Endless Opportunities: Explore a dynamic and supportive work environment where your contributions are valued and recognized, with ample opportunities for growth and development.
Passionate Community: Join a passionate community of music enthusiasts dedicated to making a positive impact in the lives of students and educators alike.
Company Perks: Quick Reference
Benefits include Dental, Vision, Medical, and Mental Health Services.
Meaningful assistance programs like professional development and 401k with employer contribution.
Paid time off includes sick and vacation time.
Employee gear discounts and Gig Leave.
Company vehicle
Making a difference through volunteer community and charitable events.
To Serve Our Educators and Join Our Team
Minimum Requirements:
Bachelor's degree in Music Education, Music Performance, Music Business, or Jazz Studies, or related discipline or equivalent experience
Demonstrated knowledge of Band and/or Orchestral instruments, with previous experience being advantageous.
Exceptional communication, presentation, and interpersonal skills, coupled with a genuine passion for music education.
Proficiency in Microsoft Office suite, particularly Excel.
Ability to travel, possessing a valid state driver's license and automotive insurance.
Capable of lifting and/or moving up to 50 pounds.
Flexibility in scheduling, including availability for evening work.
What Really Excites Us
Preferred Requirements:
Previous experience working with educators and/or within the music industry.
Fluency in Spanish, enabling effective communication with Spanish-speaking individuals.
Ready to Make a Difference?
If you're passionate about music education and eager to embark on a fulfilling journey where your impact can be felt, we invite you to join us at Music & Arts. Apply now and become a part of a team that is shaping the future of music education!
Why Music & Arts? Here's just some of the rewards:
Pay Rate: $40,000 - $55,000 annually plus commission depending on location, background, and experience.
This position also includes a company vehicle.
For our employees who are musicians we offer the unique opportunity of gig leave--take time off to share your music with the world and return to your job after your tour! Music & Arts offers robust benefits and perks, including Medical, Dental, Vision, 401K plus company match, mental health support, paid sick/holiday/vacation time, employee discount program, and tuition reimbursement options.
The job posting is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific employee, which is always dependent on actual experience, education, and other factors. The pay range(s) listed are provided in compliance with state specific laws. Pay ranges may be different in other locations.
Love this gig and want to apply?
Send your resume and cover letter today along with salary expectations!
Music & Arts is an Equal Opportunity Employer and provides fair and equal employment opportunity to all employees and applicants regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected status prohibited under Federal, State, or local laws. All employment decisions are based on valid job‐ related requirements.
If you are a qualified individual with a disability or a disabled veteran and are unable or limited in your ability to use or access our website, you may request a reasonable accommodation to express interest in a specific opening. You can request reasonable accommodation by calling 1‐************ ext. 2862 or by sending an email to ***************************.
Customer Service Representative
Finance service representative job in Indianapolis, IN
Provides support to members, Posts and Departments of The American Legion. Responds to inquiries or requests (verbal, written, electronic) pertaining to Emblem catalog orders, American Legion membership, fund raising, various programs, and related organizations (i.e. SAL) or other customers.
ESSENTIAL FUNCTIONS:
Responsible for answering telephone calls from approximately 8 incoming lines. Requires appropriate communication skills for proper handling, resolution, response, and follow-up, when required. Response may require written or verbal communication, or both.
Responds to correspondence regarding American Legion membership, programs, procedures and other miscellaneous inquiries or requests.
Although form letters are used extensively, the ability to determine an appropriate response is critical.
Must be able to construct a written business reply when form letters are not appropriate.
When required, must be able to determine and prepare correct shipment of printed materials.
Enters appropriate transactions relating to the Personify constituent database according to established Data Entry Standards in accordance with U.S. Postal Service specifications.
Must be thoroughly familiar with the Personify databases in order to resolve problems and respond quickly and accurately to inquiries.
Must be familiar with all divisions of The American Legion, including their functions and the various programs of responsibility, as well as the structure of The American Legion Organization.
Provides support/assistance for processing of special projects/assignments of various terms of duration.
Tracks and reports daily production to the Customer Service Supervisor.
When necessary, serves as back-up support to other functional areas of Member Support Services, including data entry or other clerical duties.
Must be able to work overtime hours when needed, which requires early arrival and/or late departure, and includes Saturdays, when necessary.
Other duties as assigned.
REPORTING RELATIONSHIP (reports directly to): Customer Service Supervisor
MINIMUM SKILLS REQUIRED FOR ESSENTIAL FUNCTIONS (Select only one under each category):
Education/Technical Knowledge:
Requires a thorough knowledge of a given vocation or trade procedures, or a working knowledge of broad shop or trade procedures, or training in commonly used commercial or business machines, methods, and practices.
Additional Skills Needed:
Must possess basic PC skills and be familiar with Microsoft Office Suite software (MS Word, MS Excel, etc.).
Must be thoroughly familiar with the Legion's Personify system, Emblem POS, Zendesk ticketing system, and The American Legion's Data Entry Standards in accordance with USPS guidelines.
Above-average written and verbal skills are required, as well as problem solving abilities.
Prefer training in professional telephone skills.
Must demonstrate ability for data entry rate of no less than 8000+ kph with minimal errors.
Must be flexible and easily adapt to changing procedures and priorities.
Experience:
One year up to 3 years
Customer Service Representative
Finance service representative job in Lebanon, IN
McKinley Paper and Packaging, an international Corrugated Packaging company is seeking candidates for Customer Service Representative opportunities at our fast-paced Corrugated Container manufacturing facility in Lebanon, IN.
This position is an extension of the Sales Team and has responsibility for supporting an assigned Customer account base as we add to our talent in Customer Service. The CSR will assist sales by maintaining accounts while developing strong Customer relationships to support and promote current and future business opportunities.
Position Responsibilities, include but are not limited to the following:
Be the primary point of contact for the Customer and the Outside Sales Rep for order placement and coordination with the facility production group on a daily basis by various means of communication
Develop strong, internal working relationships with production team, design and shipping to support and promote efficient, timely, and accurate response to Customer expectations
Process orders and new items received from Customers and Sales Reps using various applications.
Enter information into estimating system or request product quotes, as applicable, to provide job costing to management for analysis and pricing.
Track orders, initiate changes and expediting orders per the Customer or Sales Rep requests and communicating appropriately.
Initiate outside manufacturing orders, as appropriate, communicating all necessary details and handling follow-up as required.
Address Customer complaints and questions seeking aid from sales and management as necessary.
Follow established processes and procedures to ensure accuracy of work including product pricing for invoicing
Requirements:
Minimum of 2+ years of Customer Service experience in a corrugated paper manufacturing environment is required.
Superb customer service, including excellent verbal and written communication skills.
Computer and administrative skills; preferably experience using Amtech.
Knowledge of corrugated manufacturing process is preferred.
Some college and/or Sales or Customer Service coursework and/or equivalent experience,
4-year degree is preferred.
We offer a competitive compensation package packaged based on experience for the right candidate. McKinley Paper and Packaging is an Equal Opportunity Employer
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Service Representative
Finance service representative job in Indianapolis, IN
Our Service Representatives are the essential connection to our valued customers; they are responsible for servicing and growing an assigned territory while exceeding customer expectations with transparency & urgency. Service Representatives also assist Account Executives in their territories to maximize the growth of the company.
In this role, you'll:
Establish relationships with customers through scheduled service visits, while achieving your goal of upselling products & services to each business in your territory.
Build a team environment with the Account Executives in your branch by sharing sales leads for new business opportunities.
Be hands-on installing new products at customer locations as you educate them on the features and benefits Thompson Safety brings to their organization.
Develop new skills through educational programs throughout the Company as well as vendor supported training.
Achieve First Aid and CPR certification and in some states, obtain your Fire Extinguisher Inspection License.
At a minimum we'd like you to have:
High School Diploma or GED.
Experience in customer service and/or entry level sales.
Ability to connect with customers and motivation to help them solve their first aid, safety & fire protection needs.
Team player, willing to go above and beyond to achieve success with your location and the company overall.
A valid driver's license and ability to pass a drug and background check.
It's preferred if you have:
College degree.
Basic understanding of OSHA standards.
Strong ability to utilize technology to increase the customer experience.
Adequate skills with Microsoft products like Outlook/Email, Teams, Excel.
You'll love:
Base salary, monthly commission, and quarterly bonuses.
Cell phone stipend.
Excellent medical, dental, vision & disability coverage.
401(k) program with
employer match and immediate vesting!
Paid Time-Off & Paid Holidays.
On-the-job PAID training program & career advancement.
About Us:
At Thompson Safety, our mission is to disrupt the first aid, safety, and fire protection industry through better service, adopting today's technology and consistently servicing our customers with a customer-centric attitude. As we continue to reach scale in our next chapter of growth, we are looking for ambitious employees to help drive our goal of becoming the first aid, safety, fire protection, and life safety service provider of choice in North America.
Health Care Customer Service Representative
Finance service representative job in Daleville, IN
Job DescriptionDescription:
The GREAT STATE TEAM is seeking Remote Health Care Customer Service Representatives to join our fast-growing teams! As a Health Care Customer Service Representative, you will be handling inbound and outbound calls in a high-tech environment, resolving general questions regarding insurance, financial assistance, and processing payments. This position is challenging but rewarding, fast paced, and in a team environment.
**Veterans and Military Spouses Encouraged to Apply**
Duties include but are not limited to:
Makes and answers calls in the name of the client to resolve billing and payment issues utilizing establish work queues and call pools as necessary
Responds to requests for information by patient/account holders in a professional, thorough, explainable manner
Acts to gain payment or arrangement of payment on behalf of the client as appropriate
Follows client-specific protocols and policies when carrying out duties
Investigates and responds to client enquiries as needed
Enters and monitors payment arrangements
Adhere to all FDCPA, FCRA, HIPPA and other applicable laws
Qualifications, Skills, and Experience:
1+ years' experience working in Call Center of Customer Service function where contact with the public was a part of daily duties
Knowledge/experience of medical terminology, patient billing, healthcare insurance and/or healthcare administration preferred
Ability to work successfully in a fast-paced, deadline-oriented environment
Strong organization skills. The ability to work on multiple tasks simultaneously
Demonstrates flexibility in scheduling and assignments, to include regular evening and Saturday work as the business requires
Ability to work successfully and cooperatively within a team-based environment
Bilingual candidates will provide additional support for bilingual calls
Internet Requirements:
The minimum internet speed requirements for remote work are as follows:
Broadband internet connection (No DSL, or Dial Up)
Hard wired connection required (no Wi-Fi, Wi-Fi hotspots)
Minimum Speed Results: 40 mbps download, 5 mbps upload
Camera Requirements:
Cameras are required to remain on from the start of training through the end of each scheduled shift, excluding designated breaks and lunch periods. After training is completed, camera use will be required as directed by your supervisor or based on team expectations.
Wage:
Non Bilingual Remote: $15.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months!
Bilingual Remote: $17.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months!
We Offer a Comprehensive Benefits Package:
Competitive benefits include Health, Dental, Vision, Life and Disability Insurance, 401K w/employer match, and HSA/Flexible spending accounts
Paid time off starting at 90 days and annual profit sharing
7 Paid Holidays - Thanksgiving, Christmas Day, Christmas Eve, New Year's Day, Memorial Day, Fourth of July, and Labor Day
Family Friendly Events
Wellness Programs/Gym Reimbursement
All necessary equipment and technical support provided
* Benefits eligibility is dependent upon FTE Status and Position
*All offers of employment are contingent upon successful completion of a criminal background check and references.
Your next great career move could be a click away. Apply now!
State Collection Service is an
Equal Opportunity Employer
. All qualified applicants will be considered for employment regardless of age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
By following the link to apply, you are acknowledging that we have permission to contact you via phone, text or email to communicate with you regarding this position.
Remote workers must be based in the United States and must reside in one of the following states: AZ, NV, ID, MT, OH, TX, OK, KS, LA, AR, MO, IL, IA, MN, WI, MI, IN, KY, TN, MS, AL, GA, FL, NC, SC, PA, MD, NM Requirements:
Future Positions
Finance service representative job in Carmel, IN
Job Description
Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork.
If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise.
What We Look For:
Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more.
A proactive and solution-oriented mindset, with a passion for simplifying complex challenges.
Team players who thrive in dynamic, collaborative environments.
Why Join Us?
Be part of a boutique firm where your contributions make a direct impact.
Work with a team of passionate experts dedicated to delivering exceptional client results.
Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth.
Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future!
Ready to Connect?
Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking.
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Client Service Representative Nights - FT - Central
Finance service representative job in Indianapolis, IN
Client Service Representative Nights
Facility: Noah's Animal Hospital & 24-Hour Emergency Center
Schedule: Full Time - Nights 2p-11p or 3p-12a, Weekend Rotations required
At Noah's Animal Hospitals the needs of the pet and pets' family come first. Our levels programs are the first of their kind in the state of Indiana and is a source of pride for all employees. We believe through development we will be empowered to be more, do more, and thrive in our environments, leading to a more successful career. As a Client Service Representative (‘CSR') your stellar communication skills will directly contribute to providing competent and compassionate health care for pets and a warm memorable experience for their human families.
Our ideal team member will understand the importance of exceptional client service and patient advocacy, and how it relates to helping choose the best preventive and urgent care for pets. Additionally, the right person should have a positive attitude, an ability to work efficiently under pressure, and is passionate to learn and grow in our practice, as well as their career.
We're looking for an enthusiastic, compassionate, and skilled CSR to help us continue to be "The Best Friend to our Clients' Best Friends." If you are looking for a family atmosphere that appreciates the value of pet healthcare, wants to learn, grow, and develop advanced skills into a long-term career, you have found the right place!
Noah's Animal Hospital & 24-Hour Emergency Center
Noah's 24-Hour Animal Hospital is a general and emergency practice under the same roof! We are proud to be accredited by the American Animal Hospital Association, a designation that we believe demonstrates our unwavering commitment to veterinary excellence.
Benefits
Our valued staff members of Noah's Animal Hospitals receive the following benefits:
Industry Leading Pay with opportunities for bonus, overtime, and increases
Paid Time Off
Paid Holidays
Comprehensive Benefits (Health, Vision and Dental)
$100 Scrub Allowance
Discounts on services provided and products dispensed for your own personal pets
An Employee Assistance Program - for you and your household
Additional options include 401k, short-term/long-term disability, LifeLock, and supplemental life
Compensation for Continuing Education and License Renewal after 1 year of employment
Multi-Level Development Program designed to systematically increase knowledge and skillset and a team that always has your back
Our Core Values:
Compassion
Easy to do Business With
Passion
Integrity
Memorable Client Experiences
Excellence
Helpful
The Right People
Qualifications
High School Diploma or equivalent required.
One-year related experience required with client service preferred.
JOB CODE: 0127
Customer Service Rep Exempt
Finance service representative job in Lebanon, IN
Job Summary: As a Customer Service Representative, you will play a critical role in supporting day-to-day operations. This position requires a detail-oriented individual with excellent organizational and communication skills. The Customer Service Representative is a reliable and effective liaison between customers, sales representatives, and operations, to ensure consistently high levels of customer satisfaction and retention.
Essential Duties and Responsibilities:
Must comply and support all applicable GMPs, Site Security, and Food Packaging Defense requirements that are referenced in the facilities GFSI food packaging safety program.
Other duties as assigned by any member of management.
Review print cards for accuracy - above average math skills required.
Customer Service/Sales Support - Coordinate with vendors, designers, print plate suppliers, packaging buyers, and plant personnel daily to manage new items through the system.
Daily communication with customers to expedite orders, special requests, and coordinate with scheduling/production.
Enter purchase orders using Kiwi system.
Provide research and assistance for customers regarding invoicing issues.
Direct involvement with customers and Quality Management Team regarding production issues
Maintain spreadsheets to coordinate priority items with scheduling and shipping. Attend Daily Production calls.
Order tooling for new and revised items to meet customer deadlines.
Maintain customer inventory and coordinate with plant schedulers to meet customer warehousing needs.
Work with sales staff and process requests for quotes
Generate needed documents for new items and electronic files for review including print cards, item specifications, and logistics requirements. Create new item folders.
Respond to customer inquiries and provide timely resolution. Communicate with appropriate departments to secure necessary information and prompt action as needed.
Enter and modify sales orders in an accurate and timely manner.
Interpret and share customer feedback within the organization to continue improving performance.
Utilize existing software and systems in an efficient manner.
Maintain an organized, presentable work area.
Attend all afternoon Gemba Walks
Participate in the Safety Engagement Process.
Must reciprocate the double check process with fellow Customer Service Reps.
Must participate in Saturday rotation at the plant.
Vacation coverage for administrative assistant.
These responsibilities and duties are not intended to be all-inclusive. Responsibilities may be added or deleted as necessary.
Education/Experience:
High school diploma or equivalent; college degree a plus
Previous experience in a manufacturing environment preferred.
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Ability to communicate in a professional manner, gather and organize information, and complete projects on a timely basis.
2+ years of experience in a customer service role, preferably working directly with large commercial customers, sales teams & vendors.
Packaging and/or corrugated manufacturing experience desired but not required.
Ability to remain calm under pressure.
Work Environment:
Regular work near moving mechanical parts.
Exposure to wet and/or humid conditions and temperature variations
Noise level is moderate to high.
Bump caps, ear protection, eye protection, and safety shoes are required.
Physical Demands:
The physical demands described here are representatives of those that must be met by an individual to successfully perform normal job functions:
While performing the duties of this job, an individual is regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk or hear; and taste or smell. An individual frequently is required to stoop, kneel, crouch, or crawl. An individual must regularly lift and/or move up to ten pounds, frequently lift and/or move up to twenty-five pounds, and occasionally lift and/or move up to fifty pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Hourly Trader
Finance service representative job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
Auto-ApplyHourly Trader
Finance service representative job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
Auto-ApplyCustomer Service Representative
Finance service representative job in Indianapolis, IN
Benefits:
401(k)
Bonus based on performance
Competitive salary
Paid time off
FASTSIGNS #240301 is hiring for a Customer Service Representative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
Position Overview
We are looking for a friendly and professional customer service representative who excels at building relationships and thrives in a fast-paced environment. The ideal candidate will bring B2B sales experience, strong communication skills, and a calm, solution-focused approach under pressure.
A Successful FASTSIGNS Customer Service Representative Will:
Serve as the first point of contact for inbound calls, emails, and online inquiries
Prepare estimates, create proposals, and manage the sales process from inquiry to order fulfillment
Collaborate with the production and installation teams to ensure client needs are met
Contribute to daily team meetings and sales strategy sessions
Build and maintain long-term relationships with B2B clients
Make outbound calls and follow up with business clients to generate opportunities and close sales
Ideal Qualifications for FASTSIGNS Customer Service Representative:
2+ years of experience in customer facing roles
Friendly, approachable personality with a professional demeanor
Strong communication skills via phone and email
Ability to stay composed and effective under pressure
Organized and detail-oriented, with the ability to manage multiple priorities
Comfortable with CRM systems, Microsoft Office, and email platforms
High school diploma or equivalent
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $18.00 - $25.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyInbound Financial Sales Representative
Finance service representative job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
How You'll Contribute:
* First line of client facing contacts on incoming calls, Phone Sales and Support
* Provides product and illustration sales support
* Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
* Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
* Generate illustrations and webinars from the incoming calls
* Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers
* Resolves client concerns
* Responds to voicemail/email requests
* Fulfills literature requests
* Participates in team meetings and training programs
* Identifies client situation and present options available
* Maintains integrity of broker database
* Demonstrates knowledge of Delaware Life's products
* Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
* Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
* Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
* Productively work together and collaborate with other home office departments
* Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
* Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
* Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned
What We're Looking For:
* Bachelor's degree or equivalent experience
* At least 2 years of sales, marketing, or customer service experience in the financial services industry
* Strong knowledge of annuity, insurance or investment products preferred
* Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 3 months of hire
* Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
* Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
* Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
* Working knowledge of office automation tools; experience with contact management tools a plus
* Organizational, communication (verbal and written)
* Problem solving, mathematical, statistical, and analytical
* Strong interpersonal, telephone and presentation skills
* Ability to adapt quickly to change and consistently demonstrate strong attention to detail
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-JL1
Auto-ApplyCustomer Service Representative Fueler/Washer
Finance service representative job in Indianapolis, IN
Company DescriptionJobs for Humanity is partnering with Penske Truck Leasing to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Penske Truck Leasing
Job Description4304 W Morris St, Indianapolis, IN 46241
What's the Job?
Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you'll do exactly that. You will make sure vehicles are fueled, clean and safe before they hit the road again. You will be the face of Penske-the person greeting our customers when they arrive and the one sending them off with a smile.
Why join Penske as a Customer Service Representative, you ask? It's simple. Maybe you've always had an interest in vehicle mechanics but haven't had the chance to pursue it. This is the perfect place to start. No experience is required. We will introduce you to our vehicle maintenance processes. We will teach you how to use our leading-edge technology. In fact, the training and experience you get here will help you advance to become a diesel technician. And you'll get to do that learning at a company that offers career stability and competitive benefits. Talk about an amazing opportunity.
It's about going above and beyond for our customers-the way Penske goes above and beyond for you. It's about building meaningful relationships. It's about keeping our customers moving forward.
Main Responsibilities:
• Greeting our customers and making sure they have a great experience as you fuel and wash vehicles
• Performing vehicle readiness inspections to make sure tires, fluids, and other basic maintenance items are done
• Helping make sure our facilities are clean, safe environments for our customers and associates
• Building your skills through training and hands-on coaching to perform minor repairs such as installing mounted tires, replacing or rotating tires and performing preventive maintenance repairs
• Completing other projects and tasks as assigned by supervisor
Why Penske is for You:
We take pride in offering a competitive wage and great benefits.
This position, at this location, offers shift differentials that will vary based on second shift (starting after 11am) or third shift (starting after 9pm) and weekend work.
This position, at this location, also offers individuals who hold a current and valid CDL will be eligible for a $2.00/hourly rate.
Penske offers ongoing skills training for to our maintenance associates, so you can grow your career!
Career stability
Opportunity for growth
Excellent benefits, including paid time-off
Strong, well-rounded training on a variety of OEM equipment (Penske's Technician Certification Program is certified as a Continuing Automotive Service Education provider)
Advanced vehicle maintenance technology
Location and schedule flexibility
Qualifications:
• High school diploma (or equivalent)
• Valid driver's license
• Excellent customer service and communication skills
• The ability to work well as part of a team
• The ability and willingness to work outside
• Basic mechanical ability and tool usage (preferred)
• Basic computer skills
• The associate will be required to understand and comply with specific instructions, guidelines, rules, regulations, or other information established by Penske management
• The associate must be able to perform all work adhering to DOT, OSHA, and all Penske safety and maintenance policies; including but not limited to the correct selection and use of appropriate tools, PPE, machine guarding, and established best safety practice.
• Regular, predictable, full attendance is an essential function of the job
• Willingness to work the required schedule, work at the specific location required, complete Penske employment application, submit to a background screening (to include criminal checks, past employment and education), the ability to pass a drug screen and physical as required by the Department of Transportation, and potential travel within a near geography for training are required.
This position is regulated by the Department of Transportation or designated as safety sensitive by the company, and the ability to work in a constant state of alertness and in a safe manner is required. Associates must have the ability to accept responsibility for their own safety, as well as the safety of others.
Physical Requirements:
The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the associate will be required to move frequently, stand, walk, climb, bend, and sit for extended length of time throughout their scheduled working period.
• The associate is required to use their hands on a routine and daily basis to grasp, reach, touch, handle, feel, and/or otherwise operate required tools or controls.
• The associate must be able to work safely at heights using applicable ladders and elevated working platforms.
• The associate must be able to safely work in all weather conditions.
• Given the frequent movement of large trucks through the workplace, the associate must be able to see and hear in order to safely navigate the work environment.
• The associate must be able to regularly lift and/or move up to 50lbs/23kg and occasionally lift and/or move up to 100lbs/45kg.
Penske is an Equal Opportunity Employer.
PJ300
Job Category: Vehicle Maintenance/Mechanics/Technicians
Job Family: Vehicle Maintenance
Address: 4304 W Morris St
Primary Location: US-IN-Indianapolis
Employer: Penske Truck Leasing Co., L.P.
Req ID: 2330146
IN-Financial Services Sales Representative (1099)
Finance service representative job in Indianapolis, IN
Financial Services Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
Client Financial Service Rep
Finance service representative job in Indianapolis, IN
Client Financial Services Representatives hold a key role in the Revenue Cycle. This position is responsible in managing all facets of insurance, client and grant billing, payment posting, charge follow up and customer service to include answering client inquiries.
Why Greenwood?
Greenwood offers the perfect balance of small-town charm and big-city convenience. Nestled just south of Indianapolis, this thriving community provides an exceptional quality of life with plenty to explore and enjoy:
Local Landmarks: Visit Freedom Springs Aquatic Park for summer fun, tour the historic Polk Community House, or discover unique finds at the Greenwood Park Mall.
Outdoor Escapes: Stroll through Craig Park, hike the scenic trails at Westside Park, or enjoy a peaceful picnic at City Center Park.
Culinary Delights: Indulge in Greenwood's growing food scene, from cozy cafes and locally-owned eateries to craft breweries and sweet shops.
Festivals and Community Events: Celebrate local culture at Freedom Festival, the Greenwood Farmers Market, or one of the many seasonal events held throughout the year.
Family-Friendly Amenities: Enjoy the Greenwood Community Center, kid-friendly parks, and excellent schools in a safe, welcoming environment.
With its affordable living, strong sense of community, and easy access to Indianapolis, Greenwood is a wonderful place to live, work, and grow
Essential Job Functions:
Assures coding is compliant with billing and coding guidelines and according to contract.
Submission of insurance claims to clearinghouse/Department of Mental Health or individual insurance companies electronically or via paper CMS-1500 form in a timely manner.
Follows up with insurance payers on unpaid, denied or rejected claims.
Manually enter charges in electronic health record.
Resolves issues and resubmits or appeals claims.
Utilize insurance websites, provider portals, send secure messages and make phone calls.
Prepare charge invoices for non-insurance payers.
Run reports.
Timely review and follow up to all insurance inquiries and correspondence.
Document procedure/processes.
Knowledge, Skills, and Abilities:
Experience or knowledge of insurance billing/collection practices, preferred.
Familiarity with CPT and ICD-10 coding.
Knowledge of EFTs, EOBs and basic understanding of medical and insurance terminology, preferred.
Strong communication skills and strong customer service skills.
Detail oriented and ability to prioritize work.
Perform tasks effectively and with accuracy.
Strong analytical skills.
Basic math and data entry typing skills, including 10 key.
Proficiency in Microsoft Word and Excel.
Ability to work both independently and as part of a team.
Positive, friendly, approachable disposition.
Ability to read and interpret policies and procedures and follow instruction.
Experience and Education Qualifications:
High school diploma or GED
Supervisory Requirements:
None
Employment Requirements:
Successful completion of background check including criminal record, driving record, abuse/neglect and fingerprint check.
Completion of New Hire Orientation at the beginning of employment.
All training requirements including Relias at the beginning of employment and annually thereafter.
Current driver's license, acceptable driving record and current auto insurance.
Physical Requirements:
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.
Adult & Child Health is a Smoke and Tobacco Free 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.
Adult & Child Health is a Smoke and Tobacco Free Workplace.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance service representative job in Indianapolis, IN
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.
Key Responsibilities:
Conduct policy reviews with existing customers to ensure they have proper liability coverage
Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
Provide tailored financial solutions based on customer needs
Work with scheduled appointments (approximately 15 per week, booked by another team member)
Maintain professionalism and strong customer relationships
Qualifications:
Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
Ability to obtain both Property & Casualty and Life & Health insurance licenses.
Strong communication and relationship-building skills.
Detail-oriented with a customer-first mindset.
Why Join Us?
Work with an established client baseno cold calling required
Supportive team environment with scheduled appointments
Opportunity to make a meaningful impact on clients financial security
Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financial services, wed love to hear from you!
Customer Service Representative
Finance service representative job in Noblesville, IN
Responsibilities Answer all sales-related incoming calls and determine appropriate action Process quotes, orders, and delivery inquiries in an efficient and quick manner Provide prompt technical support to customers Work closely with outside sales account managers to assist with any customer needs
Maintain and develop relationships with customers and prospects
Adhere to and follow all appropriate sales processes and policies to ensure company meets sales and revenue goals
Provide prompt, courteous, and professional responses to customer/prospect service-related issues
Actively participate in sales meetings and training opportunities
Partner with outside sales team members to ensure we are responding to new business opportunities and prioritizing growth of new accounts
Develop in-depth product knowledge and stay current on all product changes
Qualifications
Technical aptitude with the ability to quickly learn product information
Excellent communication skills
Able to multi-task, be neat and detail-oriented and work quickly
Ability to both work/learn independently and collaborate with other teammates
An energetic and entrepreneurial attitude - be creative, adaptable & flexible
Desire to learn - be a "sponge", be inquisitive, seek and find solutions
Superior problem-solving skill set
Proficient computer skills, especially with Microsoft Office applications
Commercial Services Officer
Finance service representative job in Fishers, IN
Education
A B.S or B.A degree in a related field normally required; specialized banking education and training.
Experience
A minimum of five (5) years of experience in related positions normally required.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
A thorough knowledge of the features and benefits of all bank commercial products and services.
A working knowledge of bank operating policies and procedures which impact commercial services.
Valid driver's license.
Role and Responsibilities
Responsible for developing and managing the commercial and industrial loan relationships; achieving customer service goals as established in the Commercial Services Department's annual operating plan.
Essential Duties
Develops and manages the commercial and industrial loan relationships which are typically the largest and most complex by performing the following:
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Commercial Services Department's annual marketing/sales plan.
Solicits new business from present and prospective customers; interviews applicants; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports.
Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
Serves as a member of the bank's sales team, e.g., Sales Managers; makes group sales calls where these types of calls will improve the opportunity for new business development.
Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs.
Collects and analyzes financial, credit, and related information; provides direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority; negotiates provisions and structures of loans.
Makes presentations to appropriate loan committee.
Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems including loan policy.
Maintains a working knowledge of bank operating policies and procedures which impact commercial services.
Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers.
Monitors loan repayment activities.
2. Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Services Department's annual operating plan.
3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place.
4. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management, overall safety and soundness, and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
5. Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
6. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
7. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy.
8. Maintains appropriate records and provides assigned reports.
9. Actively participates in community activities in a manner which reflects favorably on the bank.
Ancillary Duties
1. May attend sales and trade meetings as a bank representative to develop new business and to gain information and leads on new business relationships.
2.Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
Physical Requirements
Occasionally ascends/descends stairs to move through the different floors of the location.
Occasionally positions self to accomplish tasks in various environments including tight and confined spaces.
Occasionally remains in a stationary position, often standing or sitting for prolonged periods.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Occasionally exposed to outdoor elements such as precipitation and wind.
Occasionally has to work around noisy environments.
Sedentary work that primarily involves sitting/standing.
Auto-ApplyBanker Associate, Mid-Corporate Banking - Associate
Finance service representative job in Indianapolis, IN
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication
Auto-Apply