Finance service representative jobs in Baton Rouge, LA - 350 jobs
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Commercial and Private Banking Associate
Resource Bank 4.2
Finance service representative job in Baton Rouge, LA
This position reports to the Commercial and Private Banking Assistant Manager and is responsible for servicing the needs of the Commercial and Private Banking clients as well as assisting others in the department, including the Private Banking officers.
Essential Functions:
· Maintain customer confidentiality at all times.
· Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs.
· Manage daily overdrafts for department and make recommendations to officer for disposition.
· Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs.
· Be well versed on all banking products to answer client questions, and explain available services.
· Contact clients with maturing CD's to ensure retention.
· Adhere to all bank policies and compliance standards.
· Collect and compile financial information from clients in anticipation of loan renewals or exception clearing. Obtain financial information in a timely manner, as determined by departmental workflow schedule.
· Assist others in department with workflow as deemed appropriate by Assistant Manager / Manager.
· Investigate electronic banking issues and provide assistance, if possible or refer to appropriate bank personnel for correction.
· Run credit reports.
· Assist with the preparation of all materials needed to initiate lending transaction.
· Have a basic understanding of financial statements and tax returns to interpret and compile financial information for loan underwriting.
· Prepare all documents necessary to facilitate loan closings. (pre-closing and post-closing). Attend loan closings as needed.
· Assist in the monitoring of matured and past due loans.
Experience and Education:
High School Diploma (or GED or High School Equivalence Certificate) and over 2 years of banking (branch) experience. Lending/Loan experience is preferred.
Resource Bank strives to be the “employer of choice” EEO\Minority\Female\Vets\Disabled
View all jobs at this company
$44k-81k yearly est. 60d+ ago
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Customer Service Reservationist
Go Ride
Finance service representative job in Baton Rouge, LA
Answers calls from customers and schedules transportation appointments. Enters data into scheduling system. Assists customers with other inquiries regarding transportation services such as ETA's, activating will calls, and cancellations.
· Accurately enters customer and trip data into the scheduling software system.
· Assist customers scheduling transportation to and from doctor appointments, hospital visits, nursing homes, and other locations.
· Maintains knowledge of ongoing programs, pricing, and procedures.
· Meets or exceeds all performance targets for the call center.
· Works with Dispatch to ensure customers are picked up within committed timeframe.
· Follows approved policies and procedures to complete daily tasks.
· Cancels trips and notifies Dispatch immediately upon customer notification of cancel.
· Follows call center attendance guidelines.
· Maintains a positive attitude and friendly, professional tone while speaking to customers and co-workers.
· Completes any other tasks or duties assigned to them or asked of them.
Skills/Qualifications:
· Customer Service Experience, Computer Knowledge, Quality Focus, Problem Solving, Good Oral and Written Skills, Listening, Phone Skills, Multi-tasking, Organization and Time Management Skills.
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Experience level:
No experience needed
View all jobs at this company
$23k-35k yearly est. 60d+ ago
Service Rep/Driver-1
Central Oil & Supply LLC 3.9
Finance service representative job in Baton Rouge, LA
The Service Rep/Driver-1
This position is responsible for safely transporting product to defined vendors while performing excellent customer service.
PRINCIPAL DUTIES AND RESPONSIBILITIES
Driving fleet truck on defined delivery routes
Offloading deliveries and stocking customer locations
Confirming customer receipt of deliveries
Adjusting invoice paperwork as needed
Receiving and properly handling COD payments
Fill-in warehouse duties as time permits
QUALIFICATIONS AND CHARACTERISTICS
Valid driver's license. While performing the duties of this job, the employee may be required to work in cold & hot temperatures. This position is very active and requires standing, walking, bending, kneeling, stooping, and climbing all day. This position may also be to lift or move items up to 35 pounds.
Preferred Skills
Route delivery experience, license endorsements for CDL or Class D, inventory management experience, basic math and writing skills, organizational, reliable, punctual, self-initiative, courteous, and well groomed.
$24k-34k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Clifton Ourso Jr-State Farm Agent
Finance service representative job in Baton Rouge, LA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Signing bonus
Training & development
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Clifton Ourso Jr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Strong analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Finance service representative job in Baton Rouge, LA
JobID: 210695203 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, 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 skills
$19k-41k yearly est. Auto-Apply 33d ago
Representative - Customer Service
Wesco 4.6
Finance service representative job in Hammond, LA
As a Customer ServiceRepresentative, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed.
**Responsibilities:**
+ Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints.
+ Process payments for cash account customers.
+ Research and resolve customer problems, acting as the customer liaison between other departments when necessary.
+ Back-up support to sales counter with walk in and telephone inquiries.
**Qualifications:**
+ High School Degree or Equivalent required
+ Associates' Degree U.S preferred
+ 2-4 years of relevant experience
+ Solid interpersonal skills that allow one to work effectively in a diverse working environment
+ Able to effectively communicate both verbally and in writing
+ Able to work well under pressure
+ Strong attention to detail
+ Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
+ Computer literate, including effective working skills of MS Word, Excel, and e-mail
\#LI-A1
At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on.
Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive.
Learn more about Working at Wesco here (******************************************************************* and apply online today!
Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company.
_Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _
_Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
$20k-28k yearly est. 21d ago
Financial Service Representative
Campus Federal Credit Union 3.7
Finance service representative job in Baton Rouge, LA
Campus Federal Credit Union seeks a FinancialServiceRepresentative to join our team at our Our Lady of the Lake branch. The primary purpose of this position is to assist Campus Federal in our Mission, to enhance the lives of our members and the communities we serve. This is accomplished by providing excellent service to members and to team members. A key component of this service is to identify member needs and provide appropriate credit union product solutions that will enhance the lives of our members.
FinancialServiceRepresentatives provide current and prospective members' exceptional service using a consultative sales approach to become the member's trusted advisor through every stage of their life.
Responsibilities:
Actively cross-sell additional products and services by identifying the financial needs of current and prospective members and offers appropriate credit union solutions
Promotes business for the Credit Union by maintaining good member relations and referring members to appropriate in-house personnel and Credit Union affiliates for new services
Assist in attaining established Credit Union and branch goals through active participation and promotion of sales management actives including outbound calling program
Assumes responsibility and is accountable for adherence to Credit Union policies and procedures
Handles routine member inquires, financial transactions, account maintenance and problem resolution in an accurate and timely manner
Actively participates in in-house consumer lending training to prepare for basic lending limits.
Maintains a working knowledge of all Credit Union products and services
Ability to assist at other branches in the region based on staffing needs
May assist the teller line, as needed to include processing teller transactions and mentoring tellers
Travel as required for training and development
Please note: This position may not have lending authority and will not be allowed to take mortgage loan applications without MLO registration.
Education and Experience:
High School Diploma/GED and minimum of two years of experience in a financial institution
Knowledge of banking rules and regulations
Excellent oral and written communication skills
Why Campus Federal?
We offer a supportive, mission-driven workplace with a comprehensive benefits package:
100% employer-paid health, dental, and long-term disability insurance for employees
Competitive compensation and retirement plans
Generous paid time off and sick leave
Opportunities for growth and advancement
If you're a financial professional with a passion for accuracy, leadership, and community impact, we invite you to apply today.
Due to the high volume of applications, only the most qualified candidates will be contacted.
$26k-30k yearly est. Auto-Apply 35d ago
SBA Banker
Renasant Corp 4.3
Finance service representative job in Baton Rouge, LA
The SBA Banker is responsible for generating SBA loan opportunities and driving them through Renasant's SBA loan process. The SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank's growth and income goals. The SBA Banker may be assigned to a geographical territory.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Develop new business opportunities that generate SBA loans (primarily SBA 7a program) and the various other ancillary Bank products required by SBA borrowers
* Maintain knowledge of Bank loan and deposit products
* Maintain thorough understanding of and adherence to the SBA SOP and the Bank's credit underwriting and closing policies and processes
* Maintain effective working relationships with associates across department lines, particularly commercial bankers in the assigned footprint
* Understand credit risk and be able to properly structure, evaluate, discuss and mitigate risk in a relationship
* Present SBA loan requests and relevant considerations to credit team in an effort to screen and determine the Bank's appetite for the request
* Perform basic analytical and financial analysis
* Represent Renasant Bank in community activities
* Attend and participate in all required Bank and Department meetings
* Perform other related duties as assigned
Qualifications
The ideal candidate will possess the following traits:
* Credit first approach to loan origination
* Advanced problem solving skills along with a team orientation
* Energetic, ambitious, entrepreneurial approach to business development
* Trusted advisor to clients, ability to relate to borrowers with varying levels of sophistication
* Ability to cultivate, teach and develop internal and external referral sources
* Advanced organization and communication capabilities
Minimum:
* A high school diploma or equivalent
* Previous credit or lending background and skills
* Display professional interpersonal, verbal and written communication skills
* Working (intermediate) knowledge of MS Word, Excel and Outlook
* Technical knowledge and proficiency to handle the activities and responsibilities of job
* Fluency in credit criteria and loan structure requirements
* 2 years of experience in a financial sales role
* Client service orientation
Preferred:
* Bachelor's degree
* Commercial loan underwriting and account/relationship management experience
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$38k-65k yearly est. Auto-Apply 53d ago
Private Client Banker - Perkins Road - Baton Rouge, LA
JPMC
Finance service representative job in Baton Rouge, LA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$31k-64k yearly est. Auto-Apply 60d+ ago
Call Center Customer Service Rep (Technical Support) 142439
Cox Enterprises 4.4
Finance service representative job in Baton Rouge, LA
As the nation's third largest cable and broadband company, Cox has about 6 million total customers. Cox is also the nation's third-largest cable television provider. Cox offers a variety of advanced digital video, high-speed Internet and telephone services over our own IP network. Business customers of all sizes are provided with our high speed Internet, phone and long distance services, as well as data and video transport services.
Cox Media offers local and national cable advertising in both traditional and new media formats, along with promotional opportunities and production services.
Job Description
Apply at:
************************************************************************************* Expanded=true&organization=2**********1&portal=**********1
then search for job number 142439
At Cox, we connect people to the things they love. Now we'd like to connect you to a career opportunity you'll love. Cox Communications call center is looking for customer focused individuals to join our team and be the voice of our brand to Serve, Solve and Sell.
We offer...
• If hired for this position between August 31, 2015 through December 31, 2015, you will be eligible to receive a
$1,000 sign-on bonus
(paid in accordance with established program guidelines.)
•
Competitive wages
with potential for additional financial incentives for motivated team members!
•
FREE Internet
and other Cox discounted services
•
Medical, Dental, and Vision Benefits first day!
• Casual, yet energetic and engaging work environment
• Retirement Benefits including
401(K) and Pension
• Work-life balance, including generous time off policies: Up to 22 days of Paid Time Off during first year, plus 7 Paid Holidays
• Tuition Assistance provided
• High degree of commitment to our communities including volunteer opportunities
•
Career Advancement Opportunities
across the Cox family of companies
A Technical Support Representative is part of a supportive, service-oriented team that:
• Exceeds our customer's expectations by providing top notch customer service.
• Engages in real-time troubleshooting with customers to resolve technical issues.
• Educates residential Cox customers about the use of products and additional service opportunities.
• Maximize opportunities to sell additional or upgraded services to customers as available, while providing a quality customer experience.
Lives the Cox Values, by demonstrating an approach towards people and work that is consistent with the overall values of the company:
•
Integrity
- We do business with honesty and integrity. We meet or exceed the highest ethical standards in all of our business activities. We can be trusted to do what we say we will do. We Live Cox Values.
•
People
- Our employees are our most important asset. They set us apart. We invest in their continuous development and recognize their contributions to our success.
•
Diversity
- Diversity of cultures and ideas makes us stronger; it is a core Value at Cox. We value different approaches, thinking perspectives and people.
•
Customers
- Our customers are our lifeblood. They depend on us to provide reliable, quality products and outstanding service at every opportunity. We count on employees to do the right thing for our customers.
•
Community
- Communities connect us to the people we serve. We are leaders and responsible citizens in the communities where we live and work. At the heart of our Values we support youth, education and environmental sustainability.
Unleash your potential with Cox Communications as a Technical Support Representative, where you will be enhancing the lives of our customers and your career.
The Cox Communications Difference
Cox Communications is more than just a place to work. We strive to create an environment that nurtures personal development and the opportunity to build on your talents and grow your career.
Our employees are our most important resource. To demonstrate the value we place in our employees, Cox offers competitive salaries, an excellent benefits package (healthcare, pension, and 401k) and a best-in-class working environment.
We are committed to having a diverse workforce that reflects the communities we serve.
We embrace and foster an environment that builds on the unique talents that come from a variety of people and perspectives.
Cox Communications Ranks 17 on the 2015 DiversityInc Top 50 Companies for Diversity
Cox Ranked in Top 10 for Diversity Councils
Keep reading to learn more about the role and to apply to join the Cox Communications team NOW!
Primary Responsibilities and Essential Functions
• Work in an energetic call center environment answering inbound customer calls concerning inquiries about one or more Cox products.
• Trouble shoot the root cause of customer problems and identify the action required (using company databases, customer information, and collaboration with other departments) to resolve issue and schedule service appointments when necessary.
• Provide total customer service by asking questions and listening to customers in order to understand their needs, requests, or problems while identifying sales and up-selling opportunities that will drive additional revenue for the company.
• Build customer loyalty by placing follow-up calls to customers after receiving acknowledgment of action taken by other Cox departments.
• Keep customer informed about progress by checking the status of work orders in customer record system.
• Provide seamless customer experience through documenting call details and new account information into the computer system and completing any forms required to request action by other departments.
• Other duties as assigned.
Qualifications
Qualifications
Minimum
• High school graduate or GED or equivalent work experience.
• 6 months work experience providing service directly to customers.
• 6 months experience using a computer in a work or non-work setting.
• Eligibility to work in the United States.
Preferred
• 6 or more months experience troubleshooting basic hardware, software, and/or connectivity issues.
• 6 or more months experience working in a position that requires meeting sales goals.
• Keen aptitude for helping customers and a customer experience focus.
• 1 to 2 years of work experience in a customer service role, not specific to just Call Center.
• Enthusiastic and personable, with the ability to adapt and thrive in constant change.
• Previous telecommunications experience.
• Strong computer skills and be able to navigate through multiple screens.
Additional Information
Your Career At Cox
From the valued customers we connect through our innovative communications services, to the employees we unite through exciting career opportunities, Cox is all about bringing people together and enhancing their lives.
Cox is known for its pioneering efforts in cable, telephone and commercial services, industry-leading customer care, and its outstanding workplaces. We are always looking for talented professionals to join our team! Cox offers competitive salaries, an excellent benefits package (healthcare, pension, and 401k) and a best-in-class working environment.
Cox is an equal employment opportunity employer, disabled/protected/veteran and a wholly owned subsidiary of Cox Enterprises. Learn more at: ************
Statement to ALL Third Party Agencies and Similar Organizations: Cox Communications accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox Communications employees, or send to any Cox Communications facility. Cox Communications is not responsible for any fees or charges associated with unsolicited resumes.
$23k-28k yearly est. 11h ago
Financial Services Representative - State Farm Agent Team Member
Cliff Ourso-State Farm Agent
Finance service representative job in Gonzales, LA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Employee discounts
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Cliff Ourso - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Strong analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$26k-40k yearly est. 15d ago
Member Services Representative Floater
BR DIST Telco FCU
Finance service representative job in Hammond, LA
Are you an outgoing and motivated individual with a passion for numbers and money-handling? We're currently searching for a Member ServicesRepresentative Floater to join our team. If this sounds like you, we'd love to chat!
Job Description
Receives and processes member financial transactions, including deposits, withdrawals, transfers, and loan payments.
Directs and receives members telephone calls.
Travels between branches and provides coverage during busy times and staff shortages.
Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance situations.
Greets members in a welcoming manner and assists them with account and/or credit union information via phone, email, in person, live chat, etc.
Identifies opportunities and cross sells/offers products and services to our members.
Demonstrates the Credit Union's Core Values (Service with an EDGE, Solutions, Adaptability, Respect, Accountability).
Performs other job related duties required or assigned.
Requirements
One to twelve months of similar or related experience.
A high school education or GED.
Hours are Monday - Friday 8:00AM - 4:30PM.
Training for this role would report to our Airline branch for 2 weeks.
For Internal Applicants:
This position is hourly grade 5 and available to all four branches.
This position's home branch would be the branch closest to you.
Why join us?
Baton Rouge Telco FCU has been serving members in Southeast Louisiana since 1936, and we have strived to provide our members with exceptional customer service. We pride ourselves on being built for members, by members, so you can enjoy lower fees and the best rates. This position is a full-time position with no Saturdays required, offering an amazing benefits package and a fun work environment.
A peek at our benefits:
Outstanding benefits: Enjoy comprehensive medical, dental, vision, life, STD, and LTD insurance, PLUS a 401k/Roth plan with an employer match.
Generous paid time off: Celebrate 12 paid holidays each year, and as a special perk, you get your birthday off!
Rewarding incentives: We value performance and rewarding hard work! Enjoy multiple incentive opportunities if you're a go-getter.
Growth opportunities: We're committed to helping you grow your career in the banking industry.
Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Join us and be part of a team that's dedicated to making a difference in our members' lives - and yours!
$20k-30k yearly est. 2d ago
Relationship Banker
First Horizon 3.9
Finance service representative job in Baton Rouge, LA
Hours: Monday - Friday 9am-5pm
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and Business Development
Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
Deliver excellent client experiences consistently and promptly resolve client issues effectively.
Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
Assist banking center management with “on the job training” of new associates.
Assist with dual control vault responsibilities and audit controls.
Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
High school diploma or general education degree (GED)
2 - 5 years of experience as a Universal Banker or Teller
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite, Salesforce
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
The assessment takes approximately 12-15 minutes to complete
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financialservices company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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$30k-35k yearly est. 4d ago
E Banking Specialist
Investar Holding Corporation
Finance service representative job in Denham Springs, LA
Job Function - Provides Treasury Management and consumer online banking user support. Researches and resolves complex customer inquiries. Provides system and product support to ensure our Treasury Management and consumer online banking customers have the correct features and functions to support their business needs. Products include: ACH Origination, Remote Deposit Capture (RDC), Mobile Banking, Positive Pay, Virtual Vault, Line Link, Bill Pay, and general online banking services.
Job Responsibilities -
Provides customer support and trouble-shoots issues that occur through online banking or with the various Treasury Management products.
Assists customers with the online banking enrollment process and setup of various features and applications.
Receives all Treasury Management Agreements, reviews to ensure they are completed correctly and contain all the required documents. Performs the customer setup, implementation, and continued support for services selected.
Performs the annual ACH and RDC customer audits in accordance with NACHA rules.
Coordinates application and system upgrades associated with online banking related services.
Calculates and reconciles all manual account analysis billing monthly.
Reconciles and maintains balance logs for all Virtual Vault deposits and change orders.
Assists the Treasury Management Product Manager with maintaining the Treasury Management Agreements, procedures, and policies.
Maintains statistical data used for monthly internal reporting and annual board reports.
Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.
Performs all other duties as assigned.
Education and Related Experience -
* 5+ years of experience in bank operations required.
* Q2 Digital Banking platform experience preferred
* Associates Degree Preferred.
* AAP Certification preferred.
Skills and Abilities -
* Thorough understanding of NACHA Rules and Regulations
* Thorough understanding of Check 21 Regulations
* Thorough understanding of Regulation CC
* Experience with or the ability to learn the bank's core applications and various PC applications
* Strong reasoning and decisions making skills
* Excellent interpersonal skills
* Superior customer service skills
* Strong verbal and written communication skills
* Good organizational skills
* Excellent multi-tasking skills
Working Conditions and/or Physical Requirements -
* Ability to work under stress and meet deadlines.
* Ability to operate a keyboard is required to perform the essential job functions.
* Ability to read and interpret a document.
* Ability to travel if required to perform the essential job functions.
* Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department an "undue hardship" then the employee must be accommodated; hence, omitting lifting as a physical requirement.
Equal Opportunity Employer/Veterans/Disabled
$30k-46k yearly est. 40d ago
Member Services Representative
GP Louisiana Credit Union
Finance service representative job in Zachary, LA
GP Louisiana Federal Credit Union in Zachary, LA is looking to hire a full-time Member ServicesRepresentative to assist members when they visit our credit union. Are you a people person with fantastic customer service skills? Would you like to work for a company that sets its employees up for success? If so, please read on!
This entry-level position earns a competitive wage of $14/hour. We provide excellent benefits, including health, dental, vision, a 401(k) with up to a 6% match, vacation time that starts accruing on your first day, and 15 paid holidays. If this sounds like the right financial opportunity for you, apply today!
ABOUT GP LOUISIANA FEDERAL CREDIT UNION
At GP Louisiana Federal Credit Union, we can handle any banking needs. Whether our customers are looking to open or manage accounts, increase their credit limit, receive loans, or anything else, our team is here to help. We are dedicated to our mission of making banking simple. Each of our locations is staffed by customer service professionals that genuinely care for our members.
We strive to cultivate an excellent culture that makes our staff feel supported and appreciated. Each employee is highly skilled and a valuable member of our team. We view our staff as part of our family. Additionally, we provide generous wages, benefits, and perks.
A DAY IN THE LIFE OF A MEMBER SERVICESREPRESENTATIVE
In this banking position, you are the face of our credit union. You are full of energy and ready to provide fantastic customer service to each of our members. When current and potential members visit, you greet them cheerfully. You also interact with customers over the phone, through email, and over text.
Well-trained in financialservices, you answer any questions our members may have with ease. You help our customers open accounts, make deposits, make withdrawals, apply for loans, and more. A skilled conversationalist, you build fantastic working relationships with our members. You love working with our customers and take pride in providing high-quality financialservices!
QUALIFICATIONS FOR A MEMBER SERVICESREPRESENTATIVE
High school diploma or equivalent
Computer proficiency
Customer service skills
Are you self-motivated? Do you have a friendly personality? Are you service-oriented? Do you have a positive attitude? Are you an excellent problem solver? Do you work well under pressure? If yes, you might just be perfect for this entry-level position!
WORK SCHEDULE FOR A MEMBER SERVICESREPRESENTATIVE
This banking position is full-time and typically works 8 AM - 5 PM, Monday - Friday.
ARE YOU READY TO JOIN OUR TEAM?
If you feel that you would be right for this entry-level job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Location: 70791
$14 hourly 60d+ ago
Call Center Customer Service Rep (Technical Support) 142439
Cox Enterprises 4.4
Finance service representative job in Baton Rouge, LA
As the nation's third largest cable and broadband company, Cox has about 6 million total customers. Cox is also the nation's third-largest cable television provider.
Cox offers a variety of advanced digital video, high-speed Internet and telephone services over our own IP network. Business customers of all sizes are provided with our high speed Internet, phone and long distance services, as well as data and video transport services.
Cox Media offers local and national cable advertising in both traditional and new media formats, along with promotional opportunities and production services.
Job Description
Apply at: ************************************************************************************* Expanded=true&organization=2**********1&portal=**********1
then search for job number 142439
At Cox, we connect people to the things they love. Now we'd like to connect you to a career opportunity you'll love. Cox Communications call center is looking for customer focused individuals to join our team and be the voice of our brand to Serve, Solve and Sell.
We offer...
• If hired for this position between August 31, 2015 through December 31, 2015, you will be eligible to receive a $1,000 sign-on bonus (paid in accordance with established program guidelines.)
• Competitive wages with potential for additional financial incentives for motivated team members!
• FREE Internet and other Cox discounted services
• Medical, Dental, and Vision Benefits first day!
• Casual, yet energetic and engaging work environment
• Retirement Benefits including 401(K) and Pension
• Work-life balance, including generous time off policies: Up to 22 days of Paid Time Off during first year, plus 7 Paid Holidays
• Tuition Assistance provided
• High degree of commitment to our communities including volunteer opportunities
• Career Advancement Opportunities across the Cox family of companies
A Technical Support Representative is part of a supportive, service-oriented team that:
• Exceeds our customer's expectations by providing top notch customer service.
• Engages in real-time troubleshooting with customers to resolve technical issues.
• Educates residential Cox customers about the use of products and additional service opportunities.
• Maximize opportunities to sell additional or upgraded services to customers as available, while providing a quality customer experience.
Lives the Cox Values, by demonstrating an approach towards people and work that is consistent with the overall values of the company:
• Integrity - We do business with honesty and integrity. We meet or exceed the highest ethical standards in all of our business activities. We can be trusted to do what we say we will do. We Live Cox Values.
• People - Our employees are our most important asset. They set us apart. We invest in their continuous development and recognize their contributions to our success.
• Diversity - Diversity of cultures and ideas makes us stronger; it is a core Value at Cox. We value different approaches, thinking perspectives and people.
• Customers - Our customers are our lifeblood. They depend on us to provide reliable, quality products and outstanding service at every opportunity. We count on employees to do the right thing for our customers.
• Community - Communities connect us to the people we serve. We are leaders and responsible citizens in the communities where we live and work. At the heart of our Values we support youth, education and environmental sustainability.
Unleash your potential with Cox Communications as a Technical Support Representative, where you will be enhancing the lives of our customers and your career.
The Cox Communications Difference
Cox Communications is more than just a place to work. We strive to create an environment that nurtures personal development and the opportunity to build on your talents and grow your career.
Our employees are our most important resource. To demonstrate the value we place in our employees, Cox offers competitive salaries, an excellent benefits package (healthcare, pension, and 401k) and a best-in-class working environment.
We are committed to having a diverse workforce that reflects the communities we serve.
We embrace and foster an environment that builds on the unique talents that come from a variety of people and perspectives.
Cox Communications Ranks 17 on the 2015 DiversityInc Top 50 Companies for Diversity
Cox Ranked in Top 10 for Diversity Councils
Keep reading to learn more about the role and to apply to join the Cox Communications team NOW!
Primary Responsibilities and Essential Functions
• Work in an energetic call center environment answering inbound customer calls concerning inquiries about one or more Cox products.
• Trouble shoot the root cause of customer problems and identify the action required (using company databases, customer information, and collaboration with other departments) to resolve issue and schedule service appointments when necessary.
• Provide total customer service by asking questions and listening to customers in order to understand their needs, requests, or problems while identifying sales and up-selling opportunities that will drive additional revenue for the company.
• Build customer loyalty by placing follow-up calls to customers after receiving acknowledgment of action taken by other Cox departments.
• Keep customer informed about progress by checking the status of work orders in customer record system.
• Provide seamless customer experience through documenting call details and new account information into the computer system and completing any forms required to request action by other departments.
• Other duties as assigned.
Qualifications
Qualifications
Minimum
• High school graduate or GED or equivalent work experience.
• 6 months work experience providing service directly to customers.
• 6 months experience using a computer in a work or non-work setting.
• Eligibility to work in the United States.
Preferred
• 6 or more months experience troubleshooting basic hardware, software, and/or connectivity issues.
• 6 or more months experience working in a position that requires meeting sales goals.
• Keen aptitude for helping customers and a customer experience focus.
• 1 to 2 years of work experience in a customer service role, not specific to just Call Center.
• Enthusiastic and personable, with the ability to adapt and thrive in constant change.
• Previous telecommunications experience.
• Strong computer skills and be able to navigate through multiple screens.
Additional Information
Your Career At Cox
From the valued customers we connect through our innovative communications services, to the employees we unite through exciting career opportunities, Cox is all about bringing people together and enhancing their lives.
Cox is known for its pioneering efforts in cable, telephone and commercial services, industry-leading customer care, and its outstanding workplaces. We are always looking for talented professionals to join our team! Cox offers competitive salaries, an excellent benefits package (healthcare, pension, and 401k) and a best-in-class working environment.
Cox is an equal employment opportunity employer, disabled/protected/veteran and a wholly owned subsidiary of Cox Enterprises. Learn more at: ************
Statement to ALL Third Party Agencies and Similar Organizations: Cox Communications accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox Communications employees, or send to any Cox Communications facility. Cox Communications is not responsible for any fees or charges associated with unsolicited resumes.
$23k-28k yearly est. 60d+ ago
Part Time (20 Hours) Associate Banker Branch, Gonzales, Gonzales, LA
JPMC
Finance service representative job in Gonzales, LA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$40k-83k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Towne Center - Baton Rouge, LA
Jpmorgan Chase 4.8
Finance service representative job in Baton Rouge, LA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$28k-37k yearly est. 10d ago
Member Services Representative Floater
BR DIST Telco FCU
Finance service representative job in Denham Springs, LA
Are you an outgoing and motivated individual with a passion for numbers and money-handling? We're currently searching for a Member ServicesRepresentative Floater to join our team. If this sounds like you, we'd love to chat!
Job Description
Receives and processes member financial transactions, including deposits, withdrawals, transfers, and loan payments.
Directs and receives members telephone calls.
Travels between branches and provides coverage during busy times and staff shortages.
Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance situations.
Greets members in a welcoming manner and assists them with account and/or credit union information via phone, email, in person, live chat, etc.
Identifies opportunities and cross sells/offers products and services to our members.
Demonstrates the Credit Union's Core Values (Service with an EDGE, Solutions, Adaptability, Respect, Accountability).
Performs other job related duties required or assigned.
Requirements
One to twelve months of similar or related experience.
A high school education or GED.
Hours are Monday - Friday 8:00AM - 4:30PM.
Training for this role would report to our Airline branch for 2 weeks.
For Internal Applicants:
This position is hourly grade 5 and available to all four branches.
This position's home branch would be the branch closest to you.
Why join us?
Baton Rouge Telco FCU has been serving members in Southeast Louisiana since 1936, and we have strived to provide our members with exceptional customer service. We pride ourselves on being built for members, by members, so you can enjoy lower fees and the best rates. This position is a full-time position with no Saturdays required, offering an amazing benefits package and a fun work environment.
A peek at our benefits:
Outstanding benefits: Enjoy comprehensive medical, dental, vision, life, STD, and LTD insurance, PLUS a 401k/Roth plan with an employer match.
Generous paid time off: Celebrate 12 paid holidays each year, and as a special perk, you get your birthday off!
Rewarding incentives: We value performance and rewarding hard work! Enjoy multiple incentive opportunities if you're a go-getter.
Growth opportunities: We're committed to helping you grow your career in the banking industry.
Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Join us and be part of a team that's dedicated to making a difference in our members' lives - and yours!
$20k-30k yearly est. 2d ago
Personal Banker
Renasant Corp 4.3
Finance service representative job in Saint Gabriel, LA
Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.
* Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
* Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
* Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
* Execute and role model the Renasant service standards in every customer and teammate interaction
* Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
* Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
* Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
* Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
* Participate in community activities as a representative of Renasant Bank;
* Serve as a back-up Teller or Head Teller, if needed
* Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
* Properly complete all account maintenance activities
* Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required, college education preferred
* Minimum of 1 year related customer experience and sales experience required
* Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
* Ability to produce individual and team sales and customer experience results
* Ability to remain focused on customer financial needs and acts with the customers priorities in mind
* Knowledgeable of the financialservices industry and local community to better serve the customer
* Effective written and verbal communication skills
* Attention to detail with strong record of accuracy in handling of transactions
* Comfortable using a variety of technology software products to process transactions
* Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
* Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
* Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Personal Bankers:
* Minimum of 2 years of successful personal sales experience
* Ability to handle complex transactions with limited supervision
* Operational strength with limited exceptions
* Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts
For all Licensed Personal Bankers:
* Current State insurance license
* Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
* Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$29k-34k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Baton Rouge, LA?
The average finance service representative in Baton Rouge, LA earns between $22,000 and $47,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Baton Rouge, LA
$32,000
What are the biggest employers of Finance Service Representatives in Baton Rouge, LA?
The biggest employers of Finance Service Representatives in Baton Rouge, LA are: