Finance service representative jobs in Bloomington, IN - 1,079 jobs
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Entry Level Customer Service Representative
Monumental Management Solutions
Finance service representative job in Sullivan, IN
IS LOCATED IN THE TERRE HAUTE AREA Monumental West is a marketing company that performs outsourced sales and marketing, including corporate promotions on behalf of our clients. Our main goal is to provide superb client acquisition services for our clients. What this means is, instead of our clients using their own internal marketing or sales force; they outsource to us to do it for them. Our clients provide us with their different promotions and services and we are responsible for representing them in some of the world's largest chain retailers.
Job Description
Candidates located in Terre Haute, IN area with a strong Customer Service background are wanted for Customer Service and Sales Positions!
Monumental Management Solutions is hiring for full time Entry Level Management Trainees for Customer Service.
Our sales and marketing firm is the leader in the marketing industry and in tailoring customer service & sales to their needs. Our clients want us to deliver a face to face customer service experience. We do this by taking care of the existing customer base and providing personal care with new customers.
By representing one of the largest telecommunications company in the world, it is a priority for our team to provide the best customer service, professionalism, and to build land and maintain quality customer relationship. This entry level sales and marketing job is full-time.
**We do not condone Door-to-Door, B2B, or Telemarketing Sales!**
Monumental Management Solutions offers promotions into management based on performance, not seniority. This position offers a compensation structure where pay is based upon individual performance, with a GUARANTEED hourly base pay.
Qualifications
Qualified candidates must possess excellent interpersonal communication skills and a high level of professionalism & integrity. Public speaking skills for presenting to groups are a plus.
Ideal entry level sales and marketing candidates have an uncommon combination of attributes. They are self-motivated, entrepreneurial individuals who are ready to leave behind the constraints of the traditional corporate job model and build a secure future of their own.
Bachelor's degree in business related discipline or equivalent education/experience
-OR-
1 to 2 years of Customer Service / Sales
Competitive mindset, look for a challenge
Ability to relate to a diverse sales team
Desire to grow and learn multiple business disciplines, from customer interaction to budgeting / financials, in order to develop into a well-rounded leader
Desire to grow into a management role
For additional questions regarding requirements for this entry level Customer Service, Sales & marketing position, please call **************
Additional Information
All your information will be kept confidential according to EEO guidelines.
$27k-35k yearly est. 3d ago
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Client Service Representative Nights - FT - Central
Noah's Animal Hospitals 3.7
Finance service representative job in Indianapolis, IN
Client ServiceRepresentative Nights
Facility: Noah's Animal Hospital & 24-Hour Emergency Center
Schedule: Full Time - Nights 2p-11p or 3p-12a, Weekend Rotations required
At Noah's Animal Hospitals the needs of the pet and pets' family come first. Our levels programs are the first of their kind in the state of Indiana and is a source of pride for all employees. We believe through development we will be empowered to be more, do more, and thrive in our environments, leading to a more successful career. As a Client ServiceRepresentative (‘CSR') your stellar communication skills will directly contribute to providing competent and compassionate health care for pets and a warm memorable experience for their human families.
Our ideal team member will understand the importance of exceptional client service and patient advocacy, and how it relates to helping choose the best preventive and urgent care for pets. Additionally, the right person should have a positive attitude, an ability to work efficiently under pressure, and is passionate to learn and grow in our practice, as well as their career.
We're looking for an enthusiastic, compassionate, and skilled CSR to help us continue to be "The Best Friend to our Clients' Best Friends." If you are looking for a family atmosphere that appreciates the value of pet healthcare, wants to learn, grow, and develop advanced skills into a long-term career, you have found the right place!
Noah's Animal Hospital & 24-Hour Emergency Center
Noah's 24-Hour Animal Hospital is a general and emergency practice under the same roof! We are proud to be accredited by the American Animal Hospital Association, a designation that we believe demonstrates our unwavering commitment to veterinary excellence.
Benefits
Our valued staff members of Noah's Animal Hospitals receive the following benefits:
Industry Leading Pay with opportunities for bonus, overtime, and increases
Paid Time Off
Paid Holidays
Comprehensive Benefits (Health, Vision and Dental)
$100 Scrub Allowance
Discounts on services provided and products dispensed for your own personal pets
An Employee Assistance Program - for you and your household
Additional options include 401k, short-term/long-term disability, LifeLock, and supplemental life
Compensation for Continuing Education and License Renewal after 1 year of employment
Multi-Level Development Program designed to systematically increase knowledge and skillset and a team that always has your back
Our Core Values:
Compassion
Easy to do Business With
Passion
Integrity
Memorable Client Experiences
Excellence
Helpful
The Right People
Qualifications
High School Diploma or equivalent required.
One-year related experience required with client service preferred.
JOB CODE: 0127
$24k-33k yearly est. 60d+ ago
Part Time Associate Banker Bloomington, IN (30 Hours)
JPMC
Finance service representative job in Bloomington, IN
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.
$34k-73k yearly est. Auto-Apply 60d+ ago
Banking Center Associate II
Jackson County Bank 3.5
Finance service representative job in Bloomington, IN
Requirements
High school diploma or GED equivalent required.
Banking experience preferred.
Minimum of 2 years of banking or related experience preferred.
Previous teller and/or sales experience preferred.
$30k-60k yearly est. 6d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Indianapolis, IN
Benefits:
401(k)
Bonus based on performance
Competitive salary
Paid time off
FASTSIGNS #240301 is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
Position Overview
We are looking for a friendly and professional customer servicerepresentative who excels at building relationships and thrives in a fast-paced environment. The ideal candidate will bring B2B sales experience, strong communication skills, and a calm, solution-focused approach under pressure.
A Successful FASTSIGNS Customer ServiceRepresentative Will:
Serve as the first point of contact for inbound calls, emails, and online inquiries
Prepare estimates, create proposals, and manage the sales process from inquiry to order fulfillment
Collaborate with the production and installation teams to ensure client needs are met
Contribute to daily team meetings and sales strategy sessions
Build and maintain long-term relationships with B2B clients
Make outbound calls and follow up with business clients to generate opportunities and close sales
Ideal Qualifications for FASTSIGNS Customer ServiceRepresentative:
2+ years of experience in customer facing roles
Friendly, approachable personality with a professional demeanor
Strong communication skills via phone and email
Ability to stay composed and effective under pressure
Organized and detail-oriented, with the ability to manage multiple priorities
Comfortable with CRM systems, Microsoft Office, and email platforms
High school diploma or equivalent
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $18.00 - $25.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$18-25 hourly Auto-Apply 60d+ ago
Multi- Site Financial Services Representative
Worldacceptance
Finance service representative job in Bloomington, IN
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a FinancialServicesRepresentative to guide customers on their financial journey. As a FinancialServicesRepresentative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the FinancialServicesRepresentative (Overstaff) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of FinancialServices Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$16-19 hourly Auto-Apply 16d ago
Financial Services Representative - State Farm Agent Team Member
Elizabeth Marshall-State Farm Agent
Finance service representative job in Indianapolis, IN
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused FinancialServicesRepresentative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.
Key Responsibilities:
Conduct policy reviews with existing customers to ensure they have proper liability coverage
Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
Provide tailored financial solutions based on customer needs
Work with scheduled appointments (approximately 15 per week, booked by another team member)
Maintain professionalism and strong customer relationships
Qualifications:
Background or degree in insurance, banking, life insurance, health insurance, or related financialservices preferred.
Ability to obtain both Property & Casualty and Life & Health insurance licenses.
Strong communication and relationship-building skills.
Detail-oriented with a customer-first mindset.
Why Join Us?
Work with an established client baseno cold calling required
Supportive team environment with scheduled appointments
Opportunity to make a meaningful impact on clients financial security
Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financialservices, wed love to hear from you!
$30k-48k yearly est. 5d ago
IN-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Finance service representative job in Indianapolis, IN
FinancialServices Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica FinancialServices is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica FinancialServices.
$30k-48k yearly est. 60d+ ago
Customer Service Representative Fueler/Washer
Dev 4.2
Finance service representative job in Indianapolis, IN
Company DescriptionJobs for Humanity is partnering with Penske Truck Leasing to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Penske Truck Leasing
Job Description4304 W Morris St, Indianapolis, IN 46241
What's the Job?
Ready to accelerate your career while helping our customers move forward? As a Customer ServiceRepresentative Fueler/Washer at Penske, you'll do exactly that. You will make sure vehicles are fueled, clean and safe before they hit the road again. You will be the face of Penske-the person greeting our customers when they arrive and the one sending them off with a smile.
Why join Penske as a Customer ServiceRepresentative, you ask? It's simple. Maybe you've always had an interest in vehicle mechanics but haven't had the chance to pursue it. This is the perfect place to start. No experience is required. We will introduce you to our vehicle maintenance processes. We will teach you how to use our leading-edge technology. In fact, the training and experience you get here will help you advance to become a diesel technician. And you'll get to do that learning at a company that offers career stability and competitive benefits. Talk about an amazing opportunity.
It's about going above and beyond for our customers-the way Penske goes above and beyond for you. It's about building meaningful relationships. It's about keeping our customers moving forward.
Main Responsibilities:
• Greeting our customers and making sure they have a great experience as you fuel and wash vehicles
• Performing vehicle readiness inspections to make sure tires, fluids, and other basic maintenance items are done
• Helping make sure our facilities are clean, safe environments for our customers and associates
• Building your skills through training and hands-on coaching to perform minor repairs such as installing mounted tires, replacing or rotating tires and performing preventive maintenance repairs
• Completing other projects and tasks as assigned by supervisor
Why Penske is for You:
We take pride in offering a competitive wage and great benefits.
This position, at this location, offers shift differentials that will vary based on second shift (starting after 11am) or third shift (starting after 9pm) and weekend work.
This position, at this location, also offers individuals who hold a current and valid CDL will be eligible for a $2.00/hourly rate.
Penske offers ongoing skills training for to our maintenance associates, so you can grow your career!
Career stability
Opportunity for growth
Excellent benefits, including paid time-off
Strong, well-rounded training on a variety of OEM equipment (Penske's Technician Certification Program is certified as a Continuing Automotive Service Education provider)
Advanced vehicle maintenance technology
Location and schedule flexibility
Qualifications:
• High school diploma (or equivalent)
• Valid driver's license
• Excellent customer service and communication skills
• The ability to work well as part of a team
• The ability and willingness to work outside
• Basic mechanical ability and tool usage (preferred)
• Basic computer skills
• The associate will be required to understand and comply with specific instructions, guidelines, rules, regulations, or other information established by Penske management
• The associate must be able to perform all work adhering to DOT, OSHA, and all Penske safety and maintenance policies; including but not limited to the correct selection and use of appropriate tools, PPE, machine guarding, and established best safety practice.
• Regular, predictable, full attendance is an essential function of the job
• Willingness to work the required schedule, work at the specific location required, complete Penske employment application, submit to a background screening (to include criminal checks, past employment and education), the ability to pass a drug screen and physical as required by the Department of Transportation, and potential travel within a near geography for training are required.
This position is regulated by the Department of Transportation or designated as safety sensitive by the company, and the ability to work in a constant state of alertness and in a safe manner is required. Associates must have the ability to accept responsibility for their own safety, as well as the safety of others.
Physical Requirements:
The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the associate will be required to move frequently, stand, walk, climb, bend, and sit for extended length of time throughout their scheduled working period.
• The associate is required to use their hands on a routine and daily basis to grasp, reach, touch, handle, feel, and/or otherwise operate required tools or controls.
• The associate must be able to work safely at heights using applicable ladders and elevated working platforms.
• The associate must be able to safely work in all weather conditions.
• Given the frequent movement of large trucks through the workplace, the associate must be able to see and hear in order to safely navigate the work environment.
• The associate must be able to regularly lift and/or move up to 50lbs/23kg and occasionally lift and/or move up to 100lbs/45kg.
Penske is an Equal Opportunity Employer.
PJ300
Job Category: Vehicle Maintenance/Mechanics/Technicians
Job Family: Vehicle Maintenance
Address: 4304 W Morris St
Primary Location: US-IN-Indianapolis
Employer: Penske Truck Leasing Co., L.P.
Req ID: 2330146
$27k-34k yearly est. 60d+ ago
Customer Service Representative - Bloomington, IN
Kedia Corporation
Finance service representative job in Bloomington, IN
Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field
Job Description
Tasks
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
Tools
used in this occupation:
Autodialers
- Autodialing systems; Predictive dialers
Automated attendant systems
- Voice broadcasting systems
Automatic call distributor ACD
- Automatic call distribution ACD system
Scanners
Standalone telephone caller identification
- Calling line identification equipment; Dialed number identification systems DNIS
Technology
used in this occupation:
Contact center software
- Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email
Customer relationship management CRM software
- Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM
Electronic mail software
- Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook
Network conferencing software
- Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat
Spreadsheet software
- Microsoft Excel
Knowledge
Customer and Personal Service
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Qualifications
Skills
Active Listening
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking
- Talking to others to convey information effectively.
Service Orientation
- Actively looking for ways to help people.
Persuasion
- Persuading others to change their minds or behavior.
Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Coordination
- Adjusting actions in relation to others' actions.
Social Perceptiveness
- Being aware of others' reactions and understanding why they react as they do.
Negotiation
- Bringing others together and trying to reconcile differences.
Abilities
Oral Comprehension
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
- The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity
- The ability to speak clearly so others can understand you.
Speech Recognition
- The ability to identify and understand the speech of another person.
Written Expression
- The ability to communicate information and ideas in writing so others will understand.
Near Vision
- The ability to see details at close range (within a few feet of the observer).
Problem Sensitivity
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Written Comprehension
- The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
- The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning
- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Additional Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
$27k-35k yearly est. 3d ago
Customer Service Rep
Carsonvalleyhealth
Finance service representative job in Bloomington, IN
ConvaCare Services Position This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as Insurance, address and telephone number in computerized records
$27k-35k yearly est. 2d ago
Cust Service Representative
Mindlance 4.6
Finance service representative job in Indianapolis, IN
• Mindlance is a minority-owned, national staffing firm specializing in Technology, Engineering, Scientific, Clinical, Financial and Professional skills. With a team of over 100 service delivery professionals spread over 10 locations, we serve contract and perm staffing needs of over 40 Fortune 1000 direct clients and leading MSP and VMS providers.
Job Description
Responds to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility and claims.
Analyzes problems and provides information/solutions.
Operates a PC/image station to obtain and extract information; documents information, activities and changes in the database.
Thoroughly documents inquiry outcomes for accurate tracking and analysis.
Develops and maintains positive customer relations and coordinates with various functions within the company to ensure customer requests and questions are handled appropriately and in a timely manner.
Researches and analyzes data to address operational challenges and customer service issues. Provides external and internal customers with requested information.
Under immediate supervision, receives and places follow-up telephone calls / e-mails to answer customer questions that are routine in nature.
Uses computerized systems for tracking, information gathering and troubleshooting. Requires limited knowledge of company services, products, insurance benefits, provider contracts and claims.
Additional Information
Thanks & Regards
Nitisha Prasad
************
$30k-36k yearly est. 3d ago
Financial Representative
Empire Growth Partners/Northwestern Mutual
Finance service representative job in Indianapolis, IN
FinancialRepresentative - Indianapolis, IN
As business owners, FinancialRepresentatives at Northwestern Mutual Indianapolis, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a FinancialRepresentative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representativesin the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
$34k-66k yearly est. 60d+ ago
Private Client Banker - County Line South - Indianapolis, IN
Jpmorganchase 4.8
Finance service representative job in Indianapolis, IN
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 infinancialservices, 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: **************************************************************************
$40k-85k yearly est. Auto-Apply 8d ago
Customer Service Representative
Heartland Food Products Group 4.5
Finance service representative job in Indianapolis, IN
Heartland Food Products Group is a global leader in the consumer packaged goods (CPG) industry, producing low-calorie sweeteners, coffee, coffee creamers and liquid water enhancers. We manufacture and market Splenda, the #1 brand in the low calorie sweetener category and the most recognized in the world.
We make coffee, tea and water taste better and help people live happier, healthier and longer lives by making it easy to reduce sugar.
We offer an excellent compensation and benefits package. Come grow with us!
Scope:
The Customer ServiceRepresentative utilizes ERP systems and Warehouse Management System (WMS) tools to execute daily order entry through various portals, ensuring data accuracy, operational efficiency, and compliance with customer and retailer requirements. This role supports order reporting, analysis, and issue resolution while partnering closely with warehouse, manufacturing, finance, and sales teams to maintain smooth order flow and fulfillment operations.
Essential Duties and Key Responsibilities :
Manage daily order entry, maintenance, and reporting through various portals
Build and maintain strong relationships with customers and internal teams including sales, procurement, warehouse, logistics and manufacturing to ensure timely and professional service
Maintain customer accounts, item setup, and support demand forecasting
Communicate with customers via email to address inquiries, service options, and coverage solutions
Consult with customers to assess needs and recommend appropriate service and fulfillment options
Utilize Retail Link (Walmart) to analyze orders and resolve issues
Partner with finance to resolve shipping deductions
Collaborate with warehouse and manufacturing teams to ensure order compliance, productivity, efficiency, and adherence to specifications
Monitor fulfillment and manufacturing performance metrics related to customer orders
Proactively resolve customer issues with empathy to improve satisfaction
Cross-train and provide support for other Customer ServiceRepresentatives
Collaborate cross-functionally to meet/exceed customer expectations
Perform additional duties as assigned
Qualifications:
Strong computer skills
Strong understanding of customer products, customer requirements, and account management practices
Proficiency in Microsoft Excel and database applications; experience with Access, SYSPRO, TMS, ERP/MRP systems, and related business processes preferred
Some WMS systems knowledge preferred
Demonstrated experience in data entry, problem-solving, analysis, logistics, and operational support
Professional demeanor with the ability to represent the company positively in all customer interactions
High level of enthusiasm, responsiveness, and sense of urgency in a fast-paced environment
Proven ability to build and maintain effective interpersonal relationships across customers and internal teams
Physical Demands:
Must be able to physically perform the functions of climbing, balancing, stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, grasping, feeling, talking, hearing, and repetitive motions
Must be able to work seated using a computer and phone for long periods of time.
Must be able to work extended hours, such as daily overtime and an occasional weekend
Must possess visual acuity to document company records
Continuous walking throughout plant and distribution center.
Lifting up to 40 pounds
#IND2
$28k-35k yearly est. Auto-Apply 8d ago
Client Services Support Representative
Blitt & Gaines P.C 3.6
Finance service representative job in Indianapolis, IN
About Blitt and Gaines, P.C. Blitt and Gaines, P.C. is a leading debt collection law firm with over 30 years of experience representing most of the nation's largest financial institutions. With nine offices across Arizona, Arkansas, Illinois, Indiana, Iowa, Kansas, Missouri, Tennessee, and Wisconsin, our attorneys and support teams deliver high-quality, compliant, and ethical legal services.
At the heart of our firm are people-our clients, our employees, and the partnerships we build. Guided by our philosophy-Collect Compliantly. Litigate Ethically. Lead Effectively. Exceed Expectations. Expect Excellence-we uphold integrity, respect, and fairness in every interaction.
Job Title: Client Services Support Representative
Job Summary:
The Client Services Support Representative is responsible for reviewing assigned accounts and determining the next appropriate action in accordance with established processes, coding requirements, and client-specific workflows. This role focuses on handling closures, settlements, and special handling claims while ensuring accuracy, compliance, and timely completion of tasks. The representative will utilize review lists, training materials, and documented procedures to apply the correct coding mechanisms and move accounts through the proper workflow.
The ideal candidate is detail-oriented, able to follow instructions, works well with team members, and can adapt to evolving client needs and internal process updates.
Essential Duties:
* Review accounts from system queues, review lists, or task batches and determine the next appropriate action quickly and accurately.
* Apply proper coding and documentation based on established workflows for closures, settlements, and special-handling matters.
* Process settlement approvals, documentation updates, and follow-up actions within required timelines.
* Handle account closures, including verifying eligibility, confirming required documentation, and updating system statuses accordingly.
* Manage special-handling claims in accordance with client-specific instructions, escalation guidelines, and regulatory compliance.
* Follow documented procedures, training materials, and written instructions to apply coding and process steps consistently.
* Navigate multiple software systems, screens, and workflow tools efficiently.
* Maintain required accuracy, productivity, and quality benchmarks in a fast-paced, high-volume environment.
* Collaborate with internal teams, including operations, compliance, and management to resolve issues or clarify instructions.
* Communicate clearly with supervisors and management regarding discrepancies, challenges, or needed clarifications.
* Participate in team training sessions, cross-training, and process-improvement efforts as workflows evolve.
* Ensure all work is completed reliably, consistently, and within expected timeline.
Knowledge, Skills and Abilities:
* High school diploma or equivalent required; some college preferred.
* Strong proficiency with computers, and Microsoft Office tools with intermediate knowledge of Microsoft Excel required. Candidates must be efficient in using Excel functions such as filters, conditional formatting, and pivot tables to review, organize, and analyze data.
* Ability to effectively use other Microsoft Office applications, including Outlook and Word, for daily communication and documentation.
* Strong typing and data-entry skills, with the ability to maintain accuracy and efficiency in a high-volume environment.
* Prior experience in client services, administrative support, account review, or similar detail-oriented roles preferred.
* Strong reliability and consistent attendance are essential.
* Comfort working in a fast-paced, high-volume environment with frequent updates and process changes.
* Ability to learn new systems, tools, and workflows quickly and apply them with confidence.
* Ability to follow instructions and documented procedures precisely.
* Effective written and verbal communication skills.
* Strong organizational and time-management skills.
* Ability to work effectively as part of a team.
What We Offer: Blitt and Gaines, P.C. offers a competitive compensation and benefits package, including:
* Competitive base pay
* Paid Time Off (PTO) and Paid Holidays
* Comprehensive health, dental, vision, and life insurance
* Short-Term Disability
* 401(k) retirement plan
* Profit sharing
* Professional growth and advancement opportunities
$26k-35k yearly est. 46d ago
Customer Service Rep
TCH Group, LLC 2.9
Finance service representative job in Columbus, IN
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as address and telephone number in computerized records
$27k-35k yearly est. 2d ago
Commercial Associate - Global Commercial Bank - Middle Market
Bank of America 4.7
Finance service representative job in Indianapolis, IN
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financialservices solutions and capabilities that Bank of America delivers to our Commercial clients.
This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years.
Responsibilities:
Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction
Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities
Required Qualifications:
Minimum 3 years of previous business experience
Demonstrates initiative/self-motivation
Possesses strong interpersonal skills
Possesses strong analytical and financial modeling skills
Understanding of corporate financial statements
Demonstrates strong critical thinking skills
Demonstrates the ability to independently make decisions
Desired Qualifications:
Bachelor's Degree in Accounting, Finance, or related area
Formal Commercial Credit Training preferred but not required
Skills:
Financial Analysis
Market Analysis
Client Management
Capital Structure Analysis
Negotiating and Influencing
Relationship Building
Pipeline Management
Client Solutions Advisory
Referral Identification
Data and Trend Analysis
Risk Management
Business Development
Data Visualization
Continuous Improvement
Project Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$25k-54k yearly est. Auto-Apply 45d ago
Customer Service Representative
Quipt Home Medical, Corp
Finance service representative job in Indianapolis, IN
Requirements
Qualifications
High School Diploma or equivalent
Previous experience in a Clerical or Customer Service environment
Knowledge of Microsoft Office (Word, Excel) etc.
Proficient general office skills (typing, computer, fax, filing, multiple phone line)
Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred
Continuing Education
As designated by management to include company inservices and off-site training programs as appropriate to industry and position.
FLSA Status
Non-Exempt
Licenses, etc.
None
$27k-35k yearly est. 60d+ ago
Customer Service Representative-Indianapolis IN
Verida Inc.
Finance service representative job in Indianapolis, IN
SUMMARY: This position is responsible for ensuring that all consumers receive accurate, courteous, and professional customer service related to requests for non-emergency medical transportation services
ESSENTIAL FUNCTIONS:
Assists callers efficiently and in a polite, courteous and professional manner at all times.
Conducts appropriate screening and eligibility functions.
Obtains correct information to schedule appropriate modes of transportation.
Maintains current knowledge of local operating transportation policies.
Accurately and effectively uses trip scheduling and dispatch software.
Maintains client, company and employee confidentiality.
Communicates with facilities and/or providers as necessary to assure efficient transportation services.
Coordination of urgent care and/or discharges with Trip Validation Specialist
Keeps Supervisor informed concerning scheduling and/or service delivery problems
Completes all required records and reports
Effective use of telecommunications systems
REQUIRED SKILLS AND ABILITIES
Excellent communication skills
Basic computer and typing skills
Type 30 wpm
Customer service experience
Able to work in a busy environment
Able to work independently or with a team
QUALIFICATION
High School graduate or equivalent
$27k-35k yearly est. Auto-Apply 15d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Bloomington, IN?
The average finance service representative in Bloomington, IN earns between $25,000 and $57,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Bloomington, IN
$37,000
What are the biggest employers of Finance Service Representatives in Bloomington, IN?
The biggest employers of Finance Service Representatives in Bloomington, IN are: