Finance service representative jobs in Aurora, IL - 3,969 jobs
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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Chicago, IL
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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$114k-215k yearly est. 5d ago
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IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Finance service representative job in Chicago, IL
A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation.
#J-18808-Ljbffr
$38k-51k yearly est. 3d ago
Junior Events Trader
Fionics
Finance service representative job in Chicago, IL
Junior Events Trader | CME Event Markets | Ground Floor Opportunity
Dubai, Brazil, US, UK, France, Japan, Germany, Italy
The Opportunity
A successful US-based market making firm is launching a pioneering desk focused on event markets trading via CME-one of only a handful of firms with access to 7-day Event Markets (similar to Kalshi and Polymarket, but through regulated exchanges).
They're building a team of 5 junior traders to establish a first-mover advantage in this emerging space.
Why This Role Is Different
This isn't your standard trading position. You're joining at the absolute ground floor of what could become a significant new market, or you're part of an experiment that doesn't pan out. Either way, you'll know within 12 months.
If you're someone who:
Gets energized by prediction markets and event-driven trading
Wants equity-like upside without waiting years to prove yourself
Prefers being a pioneer over joining an established desk
Can handle uncertainty in exchange for asymmetric opportunity
...this could be the role you've been looking for.
Compensation
Year 1: $60-120K USD guaranteed base
Year 2+: If the desk succeeds, expect multiples of your base as the market scales
What We're Looking For
Interest in event markets, prediction markets, or unique trading opportunities
Willingness to take calculated career risk for outsized reward
Work authorization in one of the listed locations
Analytical mindset and quick learner mentality
Apply now for a confidential discussion
$60k-120k yearly 3d ago
Customer Service Representative
Connect Search, LLC 4.1
Finance service representative job in Naperville, IL
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
$30k-37k yearly est. 1d ago
Customer Service Representative
North Bridge Staffing Group
Finance service representative job in Chicago, IL
Exciting new Customer ServiceRepresentative opening with a well-established Non-profit Organization located in the River North neighborhood.
Hybrid schedule, 2/3-days a week in office.
Temporary: ASAP - 3 months
$20-$22/hour based on experience
Job description
We are looking for a customer-oriented servicerepresentative. A customer servicerepresentative will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Responsibilities
Make outbound membership renewal calls
Inbound calls
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Skills
Proven customer support experience or experience as a client servicerepresentative
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Schedule
Monday-Friday, 8:30am-5pm
$20-22 hourly 3d ago
Client Service/Account Representative
The Chicago Hire Company
Finance service representative job in Chicago, IL
Are you experienced in stellar customer service and have exposure to the automotive industry? Our client provides payment plans for customers purchasing vehicle service contracts from car dealers across the U.S. and Canada. We are looking for someone who will go above and beyond to delight our customers and dealers by empathizing with their unique situations and communicating clearly, both verbally and in writing. This person will effectively and calmly diffuse difficult situations, consistently demonstrate attention to detail, and strive to improve our internal processes. 2-3 years of similar call center/customer support experience (ideally in Automotive or Finance) &
Fluency in French is preferred.
This is a full time, in-office role, Monday through Friday. If you're ready to contribute to a dedicated team and enhance customer experiences, we'd love to hear from you!
RESPONSIBILITIES:
Handle customer calls regarding general inquiries, invoices, payments, and other questions.
Use the company's web system to identify, research, and resolve customer issues.
Promptly process new business and manage one or more administrator accounts.
Collaborate with the team to meet mid-month and end-of-month deadlines.
Establish and maintain strong relationships with administrators and dealers through effective communication.
QUALIFICATIONS:
MUST HAVE: 2-3 years of experience in a call center/customer support position. Automotive/Finance industry preferred (during school or post-grad).
Fluency in speaking and writing French highly preferred
Polished, professional, and motivated
Great organization and written/verbal communication abilities to solve inter-departmental problems.
Patient and self-motivated, can work and explain financial information to customers
$29k-42k yearly est. 2d ago
Customer Service Representative
Patient's Choice Medical
Finance service representative job in Rolling Meadows, IL
Patient's Choice, a DME - Durable Medical Equipment company, specializes in wheelchair and mobility products. We are looking for a new member of our team to support our Sales Staff out in the Field. The company was founded in 2007 in Rolling Meadows, IL and is a leader in the Durable Medical Equipment Industry. This is a full-time employment position with great benefit package.
We are looking for someone that has some background and/or aptitude to learn Medicare and Medicaid Policy as it relates to the Home Medical Equipment market. This individual would support the Sales Reps in the field along with Customer Service.
Responsibilities
Full-time Position - comes with full Benefits Package + Incentives
Aptitude to multi task and have a highly self-disciplined work ethic
Must be highly organized, focused, and motivated to work in our "Rolling Meadows " office -working with our own Sales Representatives in their process of working referrals to making the delivery and helping our patients improve their mobility needs.
Due to Medicare / Medicaid Policy changing frequently is critical to stay relevant.
Require individual to be an excellent communicator.
Activities includes phone calls to/from our patients, assist with scheduling deliveries, & support the paperwork workflow.
Work in a collaborative environment where we learn and apply as a team.
Qualifications and Compensation
EXPERIENCE & EDUCATION
Some College Preferred or Experience with Administrative Tasks
COMPENSATION
Salary is commensurate with experience
Medical and Dental - (Full Time)
401K - Company Matching (Full Time)
FSA - Flexible Spending Account (Full Time)
Vacation and Holidays (Full Time)
PC Gains - Profit Sharing
We look forward to meeting serious candidates that have the aptitude to continue to learn. Please submit resume and references if you feel you would be a good match for this position.
Best regards,
Patient's Choice Management
$29k-38k yearly est. 1d ago
Call Center Customer Service Representative
Bcforward 4.7
Finance service representative job in Chicago, IL
Role: Customer ServiceRepresentative
Onsite
Pay rate: $21 - 22/h
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Demonstrate consistent good quality and performance results.
Provide consistent service that is customer focused and professional.
Supporting Field Sales agents with insurance product information
SKILLS
• Ability to effectively communicate and build strong partnerships with newer employees.
• Basic computer skills and knowledge of database software.
• Effective problem solving/process improvement skills used to identify and resolve day-to-day operation and employee relation situations that may arise.
• Demonstrated attention to detail, organizational skills, and time management skills.
• Ability to work a flexible schedule to meet the needs of the business and performance requirements.
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
experience in a contact center environment preferred.
$21-22 hourly 1d ago
Customer Service Representative
Teksystems 4.4
Finance service representative job in Tinley Park, IL
The CEA will be responsible for: Handling all customer inquires both over the phone and via email quickly and effectively Inbound Calls - 25-50+ a day Emails - 50-100+ a day Answering questions customers have about shipping, product availability and pricing
Research questions and use systems to provide customer with the best experience
Create cases for issues customers have.
Coordinating across all functional units to quickly resolve specific customer requests and needs, both stated and implied
Direct customer communication by a variety of channels, order management and across the fulfillment chain
Provide information and exception management
Provide transparency to customers using critical thinking and problem-solving techniques
Handling both internal and external customer inquiries as well as provide proactive solutions
Delivering a frictionless customer experience.
Reports to Supervisor of Customer Experience
The company is known for providing world class Customer Experience. Team members are provided extensive on the job training to fully prepare them for their role
*Skills & Qualifications*
Must Haves:
- 2+ years of customer service experience from a products company or customer service role that had KPI's
- Order Entry in an ERP
- Microsoft Outlook, Microsoft Word
- General Computer Skills
- Email Communication heavy
- HS diploma
Nice Haves:
- Claims experience (order claims processing)
- CRM - Microsoft Dynamics
- Inbound Phone experience 50+ volume
- Microsoft Excel
Soft Skills:
- Working independently - looking for candidates who can work without direction and problem solve on their own without looping in a supervisor
- Problem solve - being resourceful to look up answers and check inventory levels
- Email communication
- Positive Attitude
- Attention to detail
- Professional - accountability
*Experience Level*
Intermediate Level
*Job Type & Location*This is a Contract to Hire position based out of Tinley Park, IL.
*Pay and Benefits*The pay range for this position is $20.00 - $24.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Tinley Park,IL.
*Application Deadline*This position is anticipated to close on Jan 24, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Finance service representative job in Hillside, IL
- HVAC Commercial/Industrial Services Sales Representative
Reports To: Sales Manager
Department: Sales
Employment Type: Full-Time
, PLEASE EMAIL RESUME TO: *********************
Position Summary:
We are seeking a results-driven HVAC Commercial/Industrial Services Sales Representative to join our team at Admiral Heating, a union shop. This individual will be responsible for developing new business opportunities, maintaining strong client relationships, and promoting HVAC service solutions tailored to the commercial and industrial sectors. The ideal candidate has a solid understanding of HVAC mechanical systems, a strong network in the market, and the ability to navigate both union shop dynamics and the technical requirements of HVAC services.
Admiral Heating and Ventilating has been delivering high-quality heating and air conditioning solutions to industrial and commercial clients in the greater Chicagoland area for over 70 years. Our comprehensive services include equipment repair and replacement, design building, 24/7 emergency response, and customized preventive maintenance programs, all aimed at ensuring optimal performance and efficiency of HVAC systems.
IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO: *********************
Key Responsibilities:
Develop and execute sales strategies to grow service and preventative maintenance agreement business in the commercial and industrial HVAC markets.
Identify and pursue new PMA (preventative maintenance agreement) opportunities with facility managers, building owners, general contractors, and property management firms.
Conduct site assessments to understand customer needs and recommend appropriate HVAC service solutions.
Prepare and present proposals, quotes, and presentations to clients.
Maintain accurate records of all sales activities and customer interactions in CRM software or other tools as assigned.
Collaborate with operations, marketing, service technicians, and project managers to ensure smooth transition from sales to service delivery.
Stay up to date with industry trends, code changes, and union labor practices.
Attend trade shows, networking events, and industry association meetings to build brand awareness and generate leads.
Qualifications:
Proven success in HVAC or mechanical services sales (5+ years preferred).
Familiarity with union shop environments and related labor agreements.
Strong understanding of commercial/industrial mechanical systems and service contracts.
Excellent communication, negotiation, and presentation skills.
Ability to work independently and manage multiple sales cycles simultaneously.
Proficiency with CRM tools and Microsoft Office Suite.
Valid driver's license and reliable transportation.
Preferred Qualifications:
Degree in Mechanical Engineering, Business, or related field.
Experience working with unionized service teams.
Existing network of industry contacts in the territory.
Compensation and Benefits:
Competitive base salary of $60k-80k plus commission
Comprehensive health benefits (health, dental, vision)
Expenses for vehicle, phone, and business development
Paid time off and holidays
401K
Profit sharing
Professional development opportunities
Physical Demands and Working Environment:
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Environment: Work is performed primarily in a standard office environment.
Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to travel to other locations using various modes of private and commercial transportation; and to verbally communicate to exchange information.
Vision: See in the normal visual range with or without correction.
Hearing: Hear in the normal audio range with or without correction.
This does not list all the duties of the job. You may be asked by managers to perform other instructions and duties. This job description may be revised from time to time and does not constitute a contract for employment.
IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO: *********************
Salary and Benefits:
Base Salary of $60,000-$80,000
Unlimited Commission
Fidelity 401k Plan with all fees paid by Admiral
401k Safe Harbor Match of 4%
BCBS PPO and HMO Health Insurance Options (Admiral pays 75%)
Dental and Vision Plans (Admiral pays 75%)
Tuition Reimbursement
Generous PTO Policy
Paid Holiday's
100% Admiral paid Long and Short Term and Short
$20,000 Admiral Paid Life Insurance
Flexible Spending and Dependent Care Accounts
Employee Assistance Plan
CTA and Parking Reimbursement
Employee events throughout the year
$60k-80k yearly 2d ago
Customer Service Rep - Vernon Hills
The Auto Club Group 4.2
Finance service representative job in Vernon Hills, IL
Why Choose a Career with the AAA The Auto Club Group (ACG)
Established brand that has been around for over 100 years.Our members know and trust us!
Branch Offices house travel, membership, insurancesalesand support employees
You will be challenged to drive newbusinesswith competitive products and helpretain The Auto Club Group's 14+ million members.
Excellent Opportunities to Build a Career Path:
TheBranchCustomer ServiceRepresentativecan be the start of a long-term career with The Auto Club Group.Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as:
Other Branch positions - Field Insurance Sales Agent, Travel Agent or
Other Departments such as:
Call Centers (ERS, Sales and Service, etc.)
Automotive Services
Claims
Underwriting and more
A DAY IN THE LIFE ofa Branch Customer ServiceRepresentative
The Auto Club Group is seeking prospective Branch Customer ServiceRepresentativeswho can promote ACG productsand services, promote customer satisfaction, andparticipatein office events to help generate revenue by improving member awareness of products.As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs.
Provide sales and support services to members including greeting, servicing, and selling membership,travel products (car, hotel, basic tour packages, etc.)and (some)banking products.
Generateleads, updatemembers on travel and insurance specials,and providetravelinformation
Respond to customer inquiries and refer to senior staff or agent whenappropriate
Provide cashiering services to memberswhich includes taking and processingpayments forinsurancepolicies(installment,lapseor reinstatement),travelandsale of tickets,and travel money products, processing remittance/depositorytransfersand balancing cashdrawer
Receive and resolve member/customer complaints and seekassistancefrom management in complaint resolution whenappropriate
Provide administrative support to the travel and/or insurance sales staff during peakperiods
Conduct outbound promotional calls for insurance and/or travelproducts
Other duties asassigned
HOW WE REWARD OUR EMPLOYEES
Our Auto Club GroupBranchCustomer ServiceRepresentativesearn a competitivehourly wage of $19.00 - $21.50, based on experience,withadditionalincentives and an annual bonus potential based on performance.
ACG offers excellent and comprehensive benefits packages:
Medical, dental and vision benefits
401k Match
Paid parental leave and adoptionassistance
Paid Time Off (PTO), company paid holidays, CEO days, and floatingholidays
Paid volunteer day annually
Tuitionassistanceprogram, professional certification reimbursementprogramand other professional development opportunities
AAA Membership
Discounts,perks, and rewards and much more
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
Education:
High School Diploma orequivalent
WorkExperience:
Working in a customer focused environment
Providing customer focused service andtimelysolutions to problems
MicrosoftOffice applications
Taking personal responsibility in seeking solutions to problems
Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer servicegoals
Successful candidates willpossess:
Passion and enthusiasm for working withpeople
Basic mathematical calculations to accurately perform monetarytransactions
Communicate effectively (verbal and written) with others in a workenvironment
Work effectively in a team environment
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and officefacility
Work under pressure in a high volume, fast paced customer service environment
Work irregular hours including holidays and weekends (may include community events)
Work Environment
This is an in-office position.Employees will service ACG members in-person and are based on site in an ACG branch facility.
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financialservice offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financialservices, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$19-21.5 hourly 5d ago
Oncology Sales Representative - Chicago/Milwaukee
Eversana 4.5
Finance service representative job in Chicago, IL
At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to the market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us!
Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.
Job Description
We are hiring an Oncology Sale Representative to support the launch of a newly approved targeted therapy for lung cancer! The Oncology Sales Representative will be responsible for selling a newly approved oncology product to oncology practices in an assigned geographic territory. Our representative will be providing value by engaging Oncologists, Oncology Nurses, office staff and pharmacists in face-to-face discussions.
The Oncology Sales Representatives will develop and maintain relationships with Health Care Providers by educating about our client's oncology product and its approved indications as well as the support services offered by our client for cancer patients.
Oncology Sales Representatives are expected to possess a high knowledge level of the product, disease state, the customers and territory.
Essential Duties And Responsibilities
Create, build, and maintain relationships and regular communication with physicians and key thought leaders in the US.
Utilize the customer relationship management system to keep call records including account planning.
Ensure a high level of expertise and customer service is delivered to all customers.
Responsible for collaborating effectively and mobilizing all appropriate resources.
Communication Skills: Good communication skills providing the product scientific information to healthcare professionals, oncologists, and other key stakeholders.
Adaptability to Oncology Advances: Complete training to understand the disease state and positioning of our client's product.
Travel to Medical Offices and Hospitals (80%) some overnight travel may be necessary
Hours (40 Hours per week potentially including weekend medical meetings)
Qualifications
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.
BA/BS from an accredited college or university required - focus in business, life science, or clinical degree preferred
Minimum of 3 years of previous pharmaceutical, medical device, and medical sales experience with at least 1 year in oncology experience with an understanding of the integrated oncology network.
Consistent track record of quantifiable/documented sales accomplishments is preferred
Demonstrated ability to plan, analyze and act upon sales data within an assigned geography
Solid and persuasive business communication with physicians and providers
Ability to work independently and exercise good business judgment and discretion and to analyze and address territory opportunities
Familiarity with a Sales Force Automation (SFA) application is preferred
Computer Skills: proficiency in business software such as Microsoft Outlook, Word, Excel and PowerPoint
Ability to travel approximately 30% as needed to cover territory- up to 2 hour radius from headquarter city - some overnight travel may be required.
Clinical Knowledge: Ability to complete a clinical product sell
Established Relationships: A proven track record in territory.
Technology/Equipment: Strong knowledge of VEEVA systems.
Additional Information
OUR CULTURAL BELIEFS
Patient Minded - I act with the patient's best interest in mind.
Client Delight - I own every client experience and its impact on results.
Take Action - I am empowered and hold myself accountable.
Grow Talent - I own my development and invest in the development of others.
Win Together - I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters - I speak up to create transparent, thoughtful and timely dialogue.
Embrace Diversity - I create an environment of awareness and respect.
Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.
EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA's benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA's inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one's identity. All of our employees' points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at *****************************.
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$50k-88k yearly est. 2d ago
SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Chicago, IL
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financialservices experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$41k-70k yearly est. 5d ago
Relationship Banker
Old National Bank 4.4
Finance service representative job in Shorewood, IL
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-19012 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 5d ago
Client Services Rep/Career Planner/Recruiter
Sustainable Staffing Inc.
Finance service representative job in McHenry, IL
Actively seeking a bi-lingual client servicerepresentative, career planner or recruiter. Applicants should be comfortable working in a fast-paced office. Responsibilities include: placing people in well-matched employment opportunities, passionately connecting people with the right careers, handling the needs of customers and assisting them as necessary.
Includes holiday pay, PTO, and generous benefits.
$29k-42k yearly est. 12d ago
Banker
Associated Bank-Corp 4.6
Finance service representative job in Glenview, IL
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of customer-facing sales and/or service experience
Preferred
Experience in banking, financialservices, or retail sales
Why You'll Love Working Here
At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 5d ago
Sales Representative (Central Region)
MacMillan Learning
Finance service representative job in Chicago, IL
At Macmillan Learning, we're committed to driving innovation that transforms education. We seek team members who thrive on pushing boundaries, envisioning future possibilities, and building solutions that make a lasting impact. Whether you're a Pioneer shaping bold new ideas, a Builder turning possibilities into reality, or a Stabilizer optimizing for success, you'll play a vital role in advancing our mission. If you're excited by the prospect of testing new technologies, implementing transformative strategies, and thriving in a fast-paced, innovative environment, we'd love to hear from you!
The primary focus is to sell all Macmillan Learning solutions across assigned accounts, with a focus on growth and winning new business. The objectives of the sales calls are to promote Macmillan Learning products for any/all courses in which Macmillan products might be appropriate at each campus. The use of on-site campus meetings, faculty and committee presentations, phone discussions, virtual demonstrations, E-mail, and the distribution of sales collateral are all methodologies that the Field Sales Representative will utilize to connect with potential Macmillan Learning clients. This position is based in the Chicago, IL territory. It is expected that the incumbent will live within the Chicago, IL area.
We know that talented candidates sometimes hesitate to apply when they don't meet every single qualification listed. We encourage you to apply if you're excited about this role and believe you can contribute meaningfully to our team, even if your background doesn't align perfectly with every requirement. We're looking for people who are passionate about our mission and can bring valuable perspectives to our work. Different experiences, skills, and approaches all have the potential to strengthen what we do. If this opportunity interests you, we'd love to hear how your unique background and abilities could contribute to our team's success. We're committed to building a workplace where everyone can do their best work and where diverse viewpoints are valued. We encourage all qualified candidates to apply - we're excited to learn about the different ways you might add value to our organization.
Major responsibilities include, but are not limited to:
Sales Calls and On-Campus Activities
Preplanning a daily schedule of sales calls for each day on campus
Conducting interviews following all sales training parameters established by the immediate supervisor
Delivering appropriate sales materials on a timely basis (including complimentary books, marketing brochures, letters, software demos) as sales enhancements
Accomplishing required/requested servicing activities (including campus bookstores) for each of assigned accounts promptly
Actively and accurately manage company CRM tool. This includes, but is not limited to all customer information, contacts, sales opportunities, and pipelines
Reporting/Communication
Weekly telephone calls to and with assigned sales manager.
Submission of required sales tracking, sampling, etc. Daily sampling and salesforce.com reporting
Submission of manuscript as requested/required by appropriate personnel
Submission of travel and entertainment expense reports on a timely basis
Ongoing reviews of new product (marketing) information by email
Provide feedback on market trends, market reaction to our books as well as competitors
Organizational Planning
Preplanning visits to each campus and for each day on that campus.
Planning quarters/semester travel itineraries which increase sales production within the assigned territories
Organizing a home office in such a manner as to enhance their accessibility to customers
Organizing Company car in such a manner as to increase effectiveness both on campus and when they are away from their home office
Attend and take an active participation in professional conferences as well as sales meetings
Budget Management
Effective and timely allocation of sampling budgets (Sampling is the activity through which sales representatives select and deliver examination copies of books and media products).
Effective use of travel and entertainment budgets to increase productivity throughout a sales territory and the sales year
Monitor operational expenses within your territory
Required Qualifications:
Bachelor's Degree
Direct sales experience; publishing experience preferred but not required
Ability to work independently as well as part of a sales team
Excellent communication skills and the ability to thrive in a self-starting environment
A knowledge of and/or an interest in working in an academic environment
Proficiency with computers and basic applications software
Valid driver's license
Ability to travel, including willingness to work more than 40 hours per week when necessary (typically during fall and spring selling seasons)
Preferred Qualifications:
Skilled in utilizing CRM platforms, virtual meeting tools, and digital resources to analyze data, track performance, and deliver engaging sales presentations
Demonstrates autonomy in identifying opportunities, taking initiative, and driving outcomes, even in ambiguous or high-pressure situations
A strong interest in leveraging new technologies and tools to enhance client interactions, presentations, and CRM utilization.
Salary Range: $60,000 - $75,000/year
Exemption Status: Exempt
Physical Requirements:
Requires periods of close concentration, must be able to multi-task, must be able to walk up to 3 miles a day on campus, must be able to sit/stand for long periods at conventions, must be able to concentrate in noisy/busy environment, and must be able to travel, including ability to drive for periods from 2 to 5 hours, depending upon the territory involved. A valid driver's license is required with daily travel within territory and frequent over-night trips (currently 20% but subject to change). Attendance at national sales meetings and regional meetings is required (5 or more days). During the fall and spring selling seasons it is necessary to work more than 40 hours per week. During these seasons it is necessary to spend all day on campus and then complete paperwork, sampling, and expense reports in the evening.
This position is based in the Chicago, IL territory. It is expected that the incumbent will live within the Chicago, IL area.
Benefits
Regular full-time and qualifying part-time employees and their dependents are eligible for Macmillan benefits, effective on the employee's date of hire. Macmillan also offers health benefits coverage to qualifying same-sex and opposite-sex domestic partners (may require additional documentation) of active employees.
Competitive pay and bonus plan
Car Allowance
Generous Health Benefits (Medical, Dental, Vision)
Contributions to your 401k retirement account through Fidelity
Generous paid time off, sick time, floating holidays, and paid holidays (Spring Reset Day , Juneteenth, Indigenous People's Day, Election Day, and more!)
Employee Assistance Program, Education Assistance Program
100% employer-paid life and AD&D insurance
And much more!
Macmillan Learning is a privately-held, family-owned company that inspires what's possible for every learner. We envision a world in which every learner succeeds. Through our content, tools and services, we aim to make that a reality. To learn more, please visit macmillanlearning.com, join our Macmillan Community, stay connected to our Learning Stories blogs, or see us on LinkedIn, Facebook, or X. Macmillan Learning is a division of the Holtzbrinck Publishing Group, a global media company headquartered in Stuttgart, Germany.
At Macmillan Learning, we believe diverse perspectives and backgrounds enrich our mission to improve lives through learning. We actively seek candidates who reflect a wide range of identities, experiences, and communities. We are an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, ethnicity, national origin, sex, sexual orientation, gender, gender identity or expression, disability status, physical ability, neurodiversity, genetic information, protected veteran status, family and economic status and background, geographical status and background, or any other characteristic protected by federal, state, or local law. You can read more about our Diversity, Equity, & Inclusion initiatives here.
The successful candidate for this position will be an employee of Bedford, Freeman & Worth Publishing Group, LLC d/b/a Macmillan Learning. Bedford Freeman & Worth Publishing Group, LLC has developed an equal opportunity compliance program in compliance with the NY Department of Education's guidance. Portions of the equal opportunity compliance program are available for review by applicants and employees by contacting Human Resources at Macmillan Learning.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$60k-75k yearly 5d ago
Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Chicago, IL
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$73k-134k yearly est. Easy Apply 60d+ ago
Experienced Equity Discretionary Trader
Gelber Group 3.8
Finance service representative job in Chicago, IL
Experienced Equity Discretionary Trader Job Description
We are Gelber Group -- Passion for Trading. Powered by Technology.
Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy, attracts individuals with an edge which contributes to our consistent success.
As an Experienced Equity Discretionary Trader on one of our largest desks, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 3 years.
This position will require a strong emphasis on in-person presence in our Chicago office, located in River North right next to the Merchandise Mart and convenient to public transportation.
What you'll do:
Manage your own trading book with a focus on the US and Global Equities market
Manage your own risk of a portfolio of active strategies and drive trading decisions
Collaborate across your trading desk to execute teams' goals while ensuring core risk standards are met
Analyze market trends, order flow, and technical patterns to identify trading opportunities
Develop, test, and refine your trading strategies using historical data and real-time market conditions
Continuously monitor market conditions, news, and macroeconomic events impacting equities
Conduct research to develop new strategies and improve the performance of your existing strategies
Monitor material changes in levels of risk and variance in PnL, especially focused around deviation from your plans, and proactively communicate those changes to leadership
Grow your own business through mentorships
What we'd like to see:
Entrepreneurial mindset with competitive nature
Excellent communication and interpersonal skills with the ability to work autonomously and as a team player
Proven self-starter with exceptional product knowledge, trading methodology, and market insight
Ability to manage and communicate risk in accordance with the policies and limits set forth by the Firm
Proficiency with trading platforms, execution algorithms, and market data analysis tools
Openness to feedback and willingness to adapt your trading style with changes in market conditions
Strong work ethic, and understanding that the more you put into your craft, the more you'll get out of it
Mentality of continuous improvement
3 years or more of verified risk-adjusted profitability
The approximate annual base compensation range for this position in Chicago, IL is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package.
Benefits Highlights
Gelber offers a wide range of benefits to full-time employees in order to meet you and your covered dependents needs. Our comprehensive benefits offering includes:
Traditional and Roth 401(k) retirement program
Comprehensive health benefits including medical coverage provided by Blue Cross and Blue Shield (PPO and HDHP/HSA) and dental coverage
Tuition reimbursement for Graduate courses (taken after employment begins)
Flexible Spending Accounts for health care and dependent care; pre-tax commuter benefits for parking and transit expenses
Life insurance and long-term disability coverage
Brand new office in the heart of Chicago's River North neighborhood, attached to the Merchandise Mart and “EL” stop and a short walk from both Ogilvie and Union Train Stations
Health club membership with on-site facilities (and reciprocal memberships)
Generous vacation time, paid holidays, and paid parental leave
Catered lunch provided Tuesday, Wednesday, & Thursdays and stocked pantry daily and monthly continental breakfasts
Social events including sponsored 5k races and annual company party
Enjoyable collaborative and open work environment including a golf simulator and pool table
Employee referral bonus program
Charitable giving and company matching opportunities
Casual, relaxed dress code
If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.
$72k-120k yearly Auto-Apply 11d ago
Quantitative Trader - High Frequency Futures
Wolverine Trading 4.5
Finance service representative job in Chicago, IL
We are looking for highly skilled and experienced individuals to join a research effort focused on generating high frequency trading alphas in the futures markets. The ideal candidate has direct experience in the alpha research process and understands the workflow from idea generation to production implementation. This opportunity will provide the right candidate the chance to have a large impact on the direction and productivity of a newly formed effort within a successful proprietary trading firm. What You'll Do:
Conduct financial data analysis on large datasets to generate profitable trading alphas.
Define key metrics for model validation
Back-testing and production performance monitoring
Contribute to in-house data analysis packages and research framework development
Acquisition of new data sets and cleaning/maintenance of new and existing data sets.
Contribute to futures trading technology stack architecture
What We're Looking For:
At least 2+ years of experience generating or implementing short term trading alphas into production trading strategies
Knowledge of CME and related market microstructure required.
Advanced knowledge of modern statistical and machine learning techniques
Proficiency in a scripting language such as Python, R, or MATLAB.
Proficiency in at least one statistical package and one machine learning package in one of the above languages.
Demonstrated experience working with tick data.
Degree in a quantitative discipline such as Statistics, Computer Science, Mathematics, Engineering, etc.
Experience developing software systems in an object-oriented language is a plus.
All candidates must be eligible to work in the U.S. without sponsorship.Base salary is $150,000 - $200,000. Base salary is only one part of Wolverine Trading total compensation, which includes an annual discretionary bonus.
⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯Why Wolverine?
Wolverine Culture:Our flat organizational structure promotes teamwork across the Firm and offers easy access to senior staff (don't worry, they won't be wearing a suit either). While we work exceptionally well as a team in the office, our bonds are further strengthened through company events, activities and giving back. Volleyball, soccer, hockey, 5K runs, picnic, parties, and trivia nights provide friendly competition and build better relationships. By getting out of our usual environment and doing out-of-the-ordinary things together, we foster creativity and broaden our imaginations to accomplish new challenges. Wolverine Benefits: · Highly competitive salary & bonus opportunity· Generous paid time off and flexible scheduling · 100% coverage of medical, dental, vision, life, and disability benefits for single coverage · Generous Paid Parental Leave · Retirement Plans: 401K and Roth 401K · Profit sharing plan · Long- and short-term disability
Perks of being at Wolverine:· Free breakfast and lunch from our in-house kitchen with rotating menus (including snacks!)· On-site gym with a subsidized membership · Frequent company outings· Opportunity to give back to organizations that help individuals in need in the Chicagoland area
Professional Development: · In-house education team - classes and resources are offered for continuous learning opportunities · Mentorship Program through your first six months of employment
About Us:Founded in 1994, the Wolverine companies comprise a number of diversified financial institutions specializing in proprietary trading, asset management, order execution services, and technology solutions. We are recognized as a market leader in derivatives valuation, trading, and value-added order execution across global equity, options, and futures markets. With a focus on innovation, achievement, and integrity, we take pride in serving the interests of both our clients and colleagues. The Wolverine companies are headquartered in Chicago with an office in New York and a proprietary trading affiliate office located in London.
$150k-200k yearly Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Aurora, IL?
The average finance service representative in Aurora, IL earns between $24,000 and $56,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Aurora, IL
$37,000
What are the biggest employers of Finance Service Representatives in Aurora, IL?
The biggest employers of Finance Service Representatives in Aurora, IL are: