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  • Dispatcher / CSR

    Fox Service Company 4.0company rating

    Finance service representative job in Shawnee, KS

    Mission Plumbing Heating & Cooling is seeking a Dispatcher/Customer Service Representative to join our Shawnee, Kansas team! The Customer Appointment Specialist creates and organizes service appointments efficiently and assures that all customer commitments are met while providing high-level service and a top-notch customer experience. We are looking for upbeat, empathetic sales-minded appointment setters who have a strong desire to ensure excellent customer experiences and be part of a winning team! As a Dispatcher/Customer Service Representative, your essential responsibilities will include but are not limited to: Provide top-notch customer service to both internal and external customers. Take incoming customer calls. Schedule work for all service lines (HVAC & Plumbing) Prioritize calls according to urgency and importance (emergency vs non-emergency). Maintain the dispatch board. Inform customers of the progress of service operations while ensuring that Technicians operate in a cost-effective fashion. Ensure Technicians are on route and show up on time. Verify Technicians have included photos, notes, and adequate detail in work orders. Daily follow-up on assigned service line. Administer proposals/quotes in a timely manner (within 24 hours). Work with department manager to ensure more complex quotes are issued on time and accurately. Courtesy call all residential customers once work is completed to ensure customer satisfaction. Send online review requests after courtesy call is completed and all issues are resolved. Take part in the Saturday rotation and closing shifts. Ensure all jobs are closed out accurately and in a timely fashion. Qualifications: High School Diploma or GED required. Experience in large service operations preferred. Advanced customer service skills required. Excellent time management and organization skills. Proven ability to handle multiple projects and meet deadlines. Must be able to multi-task. Excellent written and oral communication skills Strong organizational, problem-solving, and analytical skills Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. Strong interpersonal skills. Ability to deal effectively with a diversity of individuals at all organizational levels. Good judgement with the ability to make timely and sound decisions. Creative, flexible, and innovative team player. Ability to work under high pressure effectively and maintain positive attitude.
    $27k-35k yearly est. 5d ago
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  • Customer Service Representative

    Pride Health 4.3company rating

    Finance service representative job in Lees Summit, MO

    Pride Health is hiring a Administration - HR Service Center Rep I to support our client's medical facility based in Lees Summit MO 64063. This is a 3-month assignment with the possibility of a contract-to-hire opportunity and a great way to start working with a top-tier healthcare organization! Job Title: Administration - HR Service Center Rep I Location: Lees Summit MO 64063 Pay Range: $17 per hour Schedule: 1: 7-4PM CST 2: 8-5PM CST 2: 9-6PM CST Duration: 3+ Months (with potential for extension) *Pay rate is based on years of experience and educational qualifications. Job Summary: We are seeking a dedicated and detail-oriented HR Service Center Representative to serve as the first point of contact for inbound HR-related inquiries. This role supports employees by responding to questions about benefits, policies, employee relations, recruitment, learning & development, and performance management. You'll handle Tier 1 inquiries via phone, email, and other channels-escalating complex cases when needed-and maintain accurate records of each interaction. Key Responsibilities: Place outbound calls to contact life insurance applicants. Complete interview with applicant or leave a message for a return call Gather medical, financial, occupational, and avocation histories during interview. Review and edit information collection during the interview for quality assurance purposes. Use the C4 call management system, Dialer, and Avaya Phone System to make telephone calls. log call attempts, document information with orders as necessary and record call results. Learn the specific requirements stipulated by each client company. Respond to the needs and request of clients, staff and management in a professional and expedited manner. Observe all compliance policies and safety policies and procedures as outlines in the Safety Manual or safety matters included in other special trainings. Perform other duties as assigned to meet the business needs or customer requirements. This is not an exhaustive list of all of the duties and responsibilities, but rather a general description of work performed by the position. Qualifications: High School Diploma or equivalent (required); Associate's Degree (preferred). Bilingual In Spanish is must Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. About Pride Health Pride Health is Pride Global's healthcare staffing branch, providing recruitment solutions for healthcare professionals and the industry at large since 2010. As a minority-owned business that delivers exceptional service to its clients and candidates by capitalizing on diverse recruiting, account management, and staffing backgrounds, Pride Health's expert team provides tailored and swift sourcing solutions to help connect healthcare talent with their dream jobs. Our personalized approach within the industry shines through as we continue cultivating honest and open relationships with our network of healthcare professionals, creating an unparalleled environment of trust and loyalty. Equal Employment Opportunity Statement As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Interested? Apply today!
    $17 hourly 2d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in Kansas City, KS

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ā€˜dark' and ā€˜lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structure Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $65k-117k yearly est. Easy Apply 60d+ ago
  • Private Banker II

    Busey Bank 4.5company rating

    Finance service representative job in Kansas City, MO

    The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients. Duties & Responsibilities Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable. Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships. Leverage centers of influence and develop new relationships through prospecting and building community networks. Drive deposit growth and wealth management opportunities. Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge. Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy. Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions. Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services. Monitor renewals and maturities as well as gather updated documents from clients. Order inspections, review /budget, administer draw and funding process for Private Banking construction loans. Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction. Collaborate with the Digital Banking team to open new and service existing client accounts. Education & Experience Knowledge of: Private Banking loan and deposit products and services. Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients. Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc. Strong financial analysis and credit underwriting skills. Ability to analyze and understand personal financial statements and tax returns. Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures High Level of Retail and Business Banking customers and trends Ability to: Make independent decisions Analyze and interpret numerical data Perform duties and make decisions under frequent time pressures Education and Training: Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred. 2+ years of banking or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (ā€œSAFE Actā€), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (ā€œNMLSā€). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $98,000- $130,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $98k-130k yearly Auto-Apply 14d ago
  • Eastern Rail Trader

    Louis Dreyfus Company 4.9company rating

    Finance service representative job in Kansas City, MO

    Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally. Job Description This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets. Primary Responsibilities/Essential Functions Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function). Proposes and take new SE rail trade opportunities based on collected information. Stay abreast of market developments, ensuring timely group updates & interpretation of market data Use historical information to analyze pricing trends and project forward market pricing outlook Engages in trade and balance sheet discussions around premium and flat price positions Ensure positions are accurately reported and daily P&L's tie out Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment Active participant in discussion around US corn premium positioning. Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows. Receives rail applications from third parties and manages the trains timely billing to destinations. Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train. Communicate with country rail terminals daily with goal of buying and increasing grain purchases. Devise and execute origination strategies for commodities. Works to achieve ā€œlast right of refusalā€ relationships with various Co-ops and commercials elevators Compose regular market wires, position updates and strategy plans. Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits. Additional Responsibilities Ensure contracts are entered and fills/ settlements are completed timely. Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions. Qualifications Education: Basic qualifications: Bachelor's Degree Preferred qualifications: Degree in Agricultural Economics, Agriculture Business or related degree Experience The following are required: 5+ years of experience in an agribusiness firm in a merchandising or trading capacity Thorough understanding of grain markets, basis trading and rail logistics Three or more years of direct position ownership & experience with logistics management Knowledge/Skills/Abilities (including any physical demands) Basic qualifications: Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues) Demonstrated ability to manage trading risks Knowledge of demurrage/despatch concepts Familiarity with current commodity transportation issues Proficiency with MS Excel, database administration and online systems/websites Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets Knowledge/Ability to set up accruals for freight, costs, demurrage, etc. Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines Thorough knowledge of futures markets, hedging and arbitrage Strong written and verbal communication skills Must be a motivated self-starter Preferred qualifications: Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines. Experience utilizing and reviewing reports within Power BI. Additional Information Equipment Used Typical office equipment: PC, workstations, telephone, and fax machine. Working Conditions Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends. Employee Supervision May lead or supervise a few junior merchandising staff members. Decision Making/Accountability Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences. What We Offer We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world. - Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage - 401k with Company Match - Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits - Paid Time Off (PTO) and Paid Holidays - Flexible work available (not applicable to all roles) Diversity & Inclusion LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion. LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply. Equal employment opportunity (EEO) Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Sustainability Sustainable value is at the heart of our purpose as a company. We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
    $67k-118k yearly est. 21h ago
  • Associate Banker

    NBH Bank 3.9company rating

    Finance service representative job in Overland Park, KS

    It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This type of position is ideal for someone looking to build a career in finance. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization. As an Associate Banker, you will: Work as an individual contributor at a steady, even pace without a great dependence on other team members to achieve your results. Operate in a role that has clear direction with established processes and expectations. Provide support and service to others in an environment free from competition. Deliver detailed and accurate work by adhering to specific guidelines. Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others. As an Associate Banker, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including introducing clients to new products, services and digital solutions. You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals. Additionally, Associate Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position. Minimum Requirements: High school diploma or equivalent Desired Skills: Ideal candidates for this position should possess some or all of the following skills: Previous banking, cash handling or financial service experience 6+ Months of demonstrated successful sales experience Bilingual language skills Passionate and motivated self-starter A passion for educating clients on banking products and digital technologies available at the bank Strong work ethic and ability to complete work accurately Ability to think logically in order to analyze situations and make sound decisions Ability to handle multiple tasks simultaneously Capacity to work with multiple computer and software systems Ability to calculate figures and amounts such as cash back and percentages Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: We are committed to our core value of meritocracy and supporting our associates in growing within their role When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead. An associate must be able to work overtime to the extent necessary (typically no more than 5%). Flexible scheduling as business needs allow. Incentive and Benefits: This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned monthly based on the associate's performance against the defined metrics as outlined in the score card. In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
    $61k-106k yearly est. 4d ago
  • Banker Associate-Middle Market Banking-Associate

    JPMC

    Finance service representative job in Leawood, KS

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in 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. Multinational 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
    $38k-80k yearly est. Auto-Apply 60d+ ago
  • Banker - Lee's Summit

    Central Bancompany

    Finance service representative job in Lees Summit, MO

    What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being. * Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals. * Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner. * Educate customers on banking tools, services, and digital platforms to enhance their banking experience. * Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products. * Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care. * Process financial transactions, ensuring accuracy and adherence to policies. * Balance assigned cash drawer and research any discrepancies as needed. * Make referrals to other lines of business for traditional and non-traditional banking products and services. * Maintain knowledge of all bank products, services, and promotions to effectively assist customers. * Make outbound sales calls to prospects and existing customers * Meet or exceed daily/weekly calls and sales targets Central Bank Offers This: * Competitive compensation tailored to your experience and skills. * Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance * 401(k) Savings Plan with company contributions: * Automatic 4% company contribution-no employee contribution required. * 50% match on the first 6% you contribute. * 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually! * Tuition Reimbursement to help you pursue your educational goals and career advancement. * Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority! About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together. You've Got This: * Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services * Proven ability to meet sales goals and thrive in a result-driven environment * Prior cash handling and customer service experience preferred * Strong attention to detail and a high degree of accuracy * Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers * Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency * Strong time management, problem-solving, and organizational skills * Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates. * Ability to handle confidential information with discretion * Willingness to assume additional responsibilities as needed * Ability to stand for long periods of time and life 20 lbs.
    $31k-55k yearly est. 54d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Kansas City, MO

    Application Deadline: 02/01/2026 Address: 800 W. 47th Street Job Family Group: Retail Banking Sales & ServicePlease note this opening is for a part-time (20 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Mon-Fri only, this branch is closed on Sat. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 27d ago
  • Court Services Officer I - 10th Judicial District

    Kansas Judicial Branch

    Finance service representative job in Olathe, KS

    K0062825 th Judicial District, Olathe, KS 66061 Court Services Officer I, grade 36 $ 28.78 hourly Kansas Judicial Branch Benefits State Employment Center - Benefits (ks.gov) Job Duties: This position will be part of the Court Services Domestic team. Job duties may include Mediation, Conciliation, Expedited Child Interviews or Child Custody Evaluations under the jurisdiction of the District Court. Conducting custody evaluations and child interviews involves communicating, interviewing, and interacting with parents, children, and other various personal and professional references who have had interaction with the family. You may be expected to conduct home visits as well. You will prepare reports for the Court and make recommendations in the best interest of the child regarding custody, parenting time, or parenting concerns. Providing Mediation and Conciliation services includes facilitating agreements between parties by providing direction and encouragement, finding creative ways to assist parents in working together towards mutual agreement, and possessing the ability to maintain control of the conversation during times of conflict or disagreement. You will prepare reports for the Courts relative to the service provided. Required Education and Experience: Bachelor's degree in social services or a related field is required. This position requires attention to detail, strong organizational and time management skills, and computer skills. The desired candidate must demonstrate the ability to maintain calm in stressful situations, work in a fast-paced environment, and possess exceptional writing skills. The candidate should be able to work independently and as an efficient member of a team. A writing sample will be required. Preferred qualifications: Current certification in Mediation/Conciliation; experience working with family courts, high conflict families, mediation services or families who are separating or who have separated. Note: Successful candidate must be able to pass a fingerprint-based criminal background check. Applications will be accepted until: Open until filled The Americans with Disabilities Act ensures your right to reasonable accommodations during the employment process. A request for accommodation will not affect your opportunities for employment with the Judicial Branch. If you wish to request an ADA accommodation, please contact [email protected] or by TDD through the Kansas Relay Center at ************ or 711. THE KANSAS JUDICIAL BRANCH IS AN EEO / AA EMPLOYER
    $28.8 hourly Auto-Apply 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Grandview, MO

    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 Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative 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-$18 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 Financial Services 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.
    $16-18 hourly Auto-Apply 55d ago
  • Business Banking Specialist

    Lead Bank 3.8company rating

    Finance service representative job in Kansas City, KS

    Lead Bank Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity. Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do. As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve. Role Description: We are looking for a Business Banking Specialist to join our Deposit team! Business Banking Specialists provide service and support to commercial clients in an independent and creative environment. They are primarily responsible for enrollment in business online banking and the cash management products suite. In this role you will: Open new commercial accounts for clients Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as Cross-sell bank services to existing and prospective clients Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service Verify personal and business identification documents (CIP/KYC) and archive supporting documentation Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs Perform other duties as assigned Qualifications: Have at least 1-2 years of banking experience Sales or customer service experience is preferred Knowledge in commercial banking products and client service. Proficiency in Google Suite is preferred Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail Love to collaborate to get to the best, most efficient outcome Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset Are a team player and enjoy working with people to achieve the best and most efficientresult Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks What we offer: At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life Competitive compensation, including opportunities for equity grant, based on experience, geographic location, and role Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA Paid parental leave Flexible vacation policy, including PTO and paid holidays A fun and challenging team environment in a dynamic industry with ample opportunities for career growth *Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. *Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $37k-51k yearly est. Auto-Apply 19d ago
  • Financial Representative

    Guardian Kansas City 4.2company rating

    Finance service representative job in Overland Park, KS

    Job Description Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS. In this role, you'll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being. You'll guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals. Responsibilities: This is a full-time, hybrid position based in Overland Park, KS, with flexibility for some remote work. As an Associate Financial Advisor with Guardian Life, you'll focus on comprehensive financial planning, investment strategies, insurance solutions, and retirement preparation. Qualifications: Knowledge of financial planning and retirement planning concepts Familiarity with insurance and investment products Background in finance or a related industry preferred Strong analytical and problem-solving skills Excellent communication and relationship-building abilities Ability to work both independently and collaboratively Bachelor's degree or 5 years experience in Finance, Economics, Business, or a related field About Company The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their ā€œpersonal economyā€ into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.
    $33k-43k yearly est. 18d ago
  • Universal Banking Rep I

    Dickinson Financial Corporation 4.4company rating

    Finance service representative job in Leavenworth, KS

    The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks. A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction. Full‐time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired. **Principal Accountabilities** **:** + Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction. + Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions. + Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels. + Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center. + Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc. + Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts. + Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing. + Maintain a personally professional and presentable appearance in all internal and external client interactions. + Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. + Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. + The ability to adhere to specific quality standards, codes of conduct and professionalism. + Be fully proficient in video teller and online banking tasks. + Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction. + Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures. + Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training. + Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution. + Perform administrative tasks as assigned. + Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations. + The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments + Maintain customer confidentiality. + Ad hoc duties as assigned + Regular attendance is required, working at the worksite during regular business hours and/or assigned hours. **Compensation & Benefits** The Universal Banking Rep I position pays a minimum of $18.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: + Medical + Dental + Vision + 401(k) plan + Company paid life insurance + Short and Long-term disability insurance + Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. **Minimum Qualifications** + High school diploma or GED + 1 year Customer Service, Retail or equivalent experience + Familiarity with banking products and services + Strong attention to detail and ability to complete work accurately. + Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. + Ability to communicate effectively in person, on-screen, over the phone and in writing. + Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions. + Ability to solve problems while working directly with external and / or internal customers. + Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems. + Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc **Physical Requirements:** The work environment is typical of a standard office setting. Sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, walking and standing are required only occasionally. Talking; expressing or exchanging ideas by means of the spoken word. Activities must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly. Hearing; perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in recommending other products and services. The agent must be focused on the delivering of exceptional customer service during each customer interaction. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
    $30k-33k yearly est. 60d+ ago
  • Part Time (30 Hours) Associate Banker, Belton Branch, Belton, MO

    JPMC

    Finance service representative job in Belton, MO

    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.
    $37k-77k yearly est. Auto-Apply 60d+ ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Leawood, KS

    Application Deadline: 02/01/2026 Address: 11301 Nall Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 46d ago
  • Banker - Blue Springs

    Central Bancompany

    Finance service representative job in Blue Springs, MO

    What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being. * Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals. * Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner. * Educate customers on banking tools, services, and digital platforms to enhance their banking experience. * Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products. * Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care. * Process financial transactions, ensuring accuracy and adherence to policies. * Balance assigned cash drawer and research any discrepancies as needed. * Make referrals to other lines of business for traditional and non-traditional banking products and services. * Maintain knowledge of all bank products, services, and promotions to effectively assist customers. * Make outbound sales calls to prospects and existing customers * Meet or exceed daily/weekly calls and sales targets Central Bank Offers This: * Competitive compensation tailored to your experience and skills. * Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance * 401(k) Savings Plan with company contributions: * Automatic 4% company contribution-no employee contribution required. * 50% match on the first 6% you contribute. * 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually! * Tuition Reimbursement to help you pursue your educational goals and career advancement. * Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority! About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together. You've Got This: * Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services * Proven ability to meet sales goals and thrive in a result-driven environment * Prior cash handling and customer service experience preferred * Strong attention to detail and a high degree of accuracy * Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers * Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency * Strong time management, problem-solving, and organizational skills * Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates. * Ability to handle confidential information with discretion * Willingness to assume additional responsibilities as needed * Ability to stand for long periods of time and life 20 lbs.
    $31k-55k yearly est. 60d+ ago
  • Universal Banking Rep I

    Dickinson Financial Corporation 4.4company rating

    Finance service representative job in Leavenworth, KS

    The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks. A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction. Full‐time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired. Principal Accountabilities: Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction. Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions. Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels. Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center. Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc. Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts. Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing. Maintain a personally professional and presentable appearance in all internal and external client interactions. Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. The ability to adhere to specific quality standards, codes of conduct and professionalism. Be fully proficient in video teller and online banking tasks. Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction. Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training. Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution. Perform administrative tasks as assigned. Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations. The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments Maintain customer confidentiality. Ad hoc duties as assigned Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.
    $30k-33k yearly est. 3h ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Shawnee, KS

    Application Deadline: 02/01/2026 Address: 7225 Renner Rd Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 20d ago
  • Banker - Overland Park

    Central Bancompany

    Finance service representative job in Overland Park, KS

    What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being. * Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals. * Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner. * Educate customers on banking tools, services, and digital platforms to enhance their banking experience. * Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products. * Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care. * Process financial transactions, ensuring accuracy and adherence to policies. * Balance assigned cash drawer and research any discrepancies as needed. * Make referrals to other lines of business for traditional and non-traditional banking products and services. * Maintain knowledge of all bank products, services, and promotions to effectively assist customers. * Make outbound sales calls to prospects and existing customers * Meet or exceed daily/weekly calls and sales targets Central Bank Offers This: * Competitive compensation tailored to your experience and skills. * Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance * 401(k) Savings Plan with company contributions: * Automatic 4% company contribution-no employee contribution required. * 50% match on the first 6% you contribute. * 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually! * Tuition Reimbursement to help you pursue your educational goals and career advancement. * Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority! About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together. You've Got This: * Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services * Proven ability to meet sales goals and thrive in a result-driven environment * Prior cash handling and customer service experience preferred * Strong attention to detail and a high degree of accuracy * Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers * Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency * Strong time management, problem-solving, and organizational skills * Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates. * Ability to handle confidential information with discretion * Willingness to assume additional responsibilities as needed * Ability to stand for long periods of time and life 20 lbs.
    $37k-65k yearly est. 47d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Blue Springs, MO?

The average finance service representative in Blue Springs, MO earns between $28,000 and $56,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Blue Springs, MO

$40,000

What are the biggest employers of Finance Service Representatives in Blue Springs, MO?

The biggest employers of Finance Service Representatives in Blue Springs, MO are:
  1. Munger Agency
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