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B2B Customer Service Representative ($50-60K)
Ultimate Staffing 3.6
Finance service representative job in Eden Prairie, MN
The B2B Customer ServiceRepresentative is responsible for answering incoming customer calls to process orders, address inquiries, connect customers with technicians for troubleshooting, document all issues, and provide necessary information.
**This company offers a wonderful work culture and great benefits including up to an 8% 401K contribution! **
Key Responsibilities:
Customer Interaction: Handle diverse incoming calls from employees and customers related to parts, service, and scheduling.
Customer Service: Deliver exceptional customer service and solutions promptly, consistently exceeding customer expectations.
Product Knowledge: Maintain a thorough understanding of end-to-end processes and product knowledge.
Training: Participate in ongoing training and briefings to stay updated on changes in products and services.
Information Maintenance: Keep updated on products, services, and promotions to meet business line goals.
Issue Resolution: Retain ownership of customer issues until resolution and escalate when necessary.
Requirements:
ERP Systems: Experience with SAP ERP is preferred; experience with Salesforce (adopted 90 days ago) is preferred.
Detail Orientation: Must be extremely detail-oriented and capable of managing multiple tasks accurately and simultaneously.
Technical Skills: Intermediate proficiency in Microsoft Word, Excel, and Outlook.
Customer Service Experience: Minimum of 2 years of phone customer service experience
Self-Motivation: Demonstrated ability as a self-starter and multi-tasker, capable of thriving in a fast-paced environment.
Communication Skills: Strong verbal, written, and interpersonal communication skills.
Problem-Solving: Excellent listening and problem-solving abilities.
Team Player: Ability to work effectively in a team environment.
Additional Info:
Annual Salary: $50-60K
Schedule: 8:00 am- 5:00 pm M-F
Location: 100% In-Office
Type: Direct Hire
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
$50k-60k yearly 4d ago
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Customer Service Representative
Russell Tobin 4.1
Finance service representative job in Wayzata, MN
Russell Tobin's client, an American wholesale and distribution company, is hiring a Customer Service Support - Order Management in Wayzata, MN
Apply Now!
Employment Type: Contract/Onsite
Duration: 4+ months with possible extension or conversion
Pay range: $19/hr - $19.66/hr
Schedule: Mon - Fri, 7:45 AM - 4:15 PM CST
Position Summary:
The Customer Service Support 1 will support routine customer-facing activities within the order management process. This role involves executing established customer service tasks related to order intake, confirmation, processing, and fulfillment. The ideal candidate will help streamline internal processes to ensure a seamless customer experience and assist in resolving basic administrative or procedural issues.
Key Responsibilities:
Assist in identifying potential obstacles within the order management process and work with internal teams to take corrective actions as directed.
Help update internal stakeholders on order status and any related issues.
Support the generation of order-related documents in accordance with established procedures.
Aid in resolving simple administrative or clerical issues related to order confirmation, processing, and fulfillment, following defined procedures.
Support processing of standard customer orders to confirm credit, contract, pricing, stock allocation, and transportation availability.
Follow standard protocols to communicate order status, invoice details, contract balances, and necessary order completion information to customer-facing representatives.
Handle moderately complex clerical, administrative, technical, or customer support issues under general supervision, escalating more complex matters as appropriate.
Perform other duties as assigned.
Minimum Qualifications:
High school diploma, secondary education level, or equivalent.
Minimum of two years of related work experience.
Basic PC proficiency, including Microsoft Outlook, Word, and Excel.
Ability to lift up to 35 lbs.
Effective verbal and written communication skills.
Preferred Qualifications:
Entry-level customer service experience.
1-2 years of experience in mail and delivery services.
1-2 years of dock or logistics support experience.
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
$19 hourly 4d ago
Customer Service Representative I
Treasure Island Resort & Casino 4.1
Finance service representative job in Northfield, MN
* Pay Rate: $18.00 an hour with $2.00 an hour additional shift differential on swing and grave shift ESSENTIAL DUTIES AND RESPONSIBILITIES
Answer incoming calls providing detailed information for the property (including amenities, promotions, events, and Passport club information), provide directions to the property and address complaints
Manage reservations for the property including hotel, restaurants, dinner cruises and promotional events being sure to accurately quote rates
Input detailed information into the Property Management System and accurately and efficiently processes advance deposit credit card information
Alert Security to potential problems and emergencies
Determine guest room numbers, extensions, request service follow-up calls and provide reservation confirmation numbers
Assist in promotional events as needed
KNOWLEDGE AND CERTIFICATION, SKILLS AND ABILITIES
Required Knowledge and Certification:
High School Diploma/GED or equivalent experience
Preferred Knowledge and Certification:
1-year call center or reservation agent experience preferably in a hotel or casino environment
Required Skills:
Accurate and detail-oriented
Highly organized and ability to adapt quickly to changing priorities
Strong computer skills Microsoft Office (Word, Excel and Outlook) and Windows
Excellent written, verbal and interpersonal communication skills
Must be able to read and write English
Proven to accurately type 35 wpm
Required Abilities:
Ability to follow established dress code policies and practice good personal hygiene
Ability to interact with guests, coworkers and management in a professional and courteous manner
Ability to maintain a fast paced work environment
Ability to enthusiastically and professionally sell and / or up-sell property amenities
Ability to speak in a clear, concise and pleasant voice
Ability to answer a multi-line phone system in a professional and courteous manner
Ability to operate phone and computer systems simultaneously
Working knowledge of phone systems and computer applications
PHYSICAL DEMANDS
Must be able to sit for long periods of time with occasional amounts of walking and standing
Must have a good sense of balance, and be able to bend and kneel infrequently
Must be able to reach and twist occasionally
Must be able to push, pull and grasp objects occasionally
Must have the ability to independently lift up to 5 pounds occasionally
Must be able to perform repetitive hand and wrist motions
Must have good eye hand coordination
WORKING ENVIRONMENT
Work is performed primarily in administration building but may require going onto the gaming floor, which includes flashing lights, frequent loud noises and cigarette smoke
Must be willing to work a flexible schedule including all shifts, weekends and holidays
Extensive computer use
Occasionally must deal with angry or hostile individuals
$18 hourly 2d ago
Banking Associate Attorney
Messerli & Kramer 4.1
Finance service representative job in Minneapolis, MN
Founded in 1965, Messerli Kramer is a Top 20 Minnesota law firm with locations in Minneapolis, St. Paul, and Plymouth. We have a hard-earned reputation within the business community of providing sound, reasoned and comprehensive legal services. With an emphasis on building lasting relationships with our clients, our professionals take the time to listen and understand legal issues within the larger framework of the business as a whole.
We are seeking an Associate Attorney with our downtown Minneapolis office to practice in the area of commercial banking. Successful candidates will have 3+ years of substantive experience in wide array of commercial banking transactions, including drafting and negotiating complex loan documentation, reviewing due diligence materials, including the diligence material for real estate and asset based lending transactions. Candidates should also have substantive experience in construction lending, real estate and asset based lending as well as financing for land development.
Benefits
Medical, Dental, & Vision Insurance
HSA & FSA Accounts
Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan
401K, with 4% company contribution (after completion of 1 year of service)
Paid time off
Paid company holidays
Company Paid Basic Life Insurance
Employee Assistance Program
Monthly reimbursement for Parking and cell phone
Annual Marketing & Business Development budget provided
Bar license and CLE reimbursements
Building amenities include: onsite restaurants & onsite free gym
Hybrid Remote Schedule
This is a great opportunity to become part of a talented team in a great work environment. We are looking for highly motivated talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. If you would like to join us, please apply via Paylocity or send your resume to *****************************.
Messerli Kramer is fully committed to equality of opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
Requirements
We are looking for a highly motivated individual with excellent interpersonal, analytical, attention to detail, and drafting skills, along with strong commercial banking experience, academic and professional credentials. The successful candidate will also possess the ability to prioritize, multi-task and work independently with minimal supervision in a fast-paced environment, while working collaboratively with the rest of the team. Must be licensed to practice law in MN.
This is a great opportunity to become part of a talented team in a great work environment. We are looking for dynamic talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program.
Base compensation will vary based on level of experience and practice specialty. Associate compensation range $150,000-200,000. Associate Attorneys are also eligible for quarterly and/or annual bonus incentives based on performance.
Salary Description $150,000 - $200,000 annually
$150k-200k yearly Easy Apply 60d+ ago
County Veterans Service Officer
Le Sueur County 3.6
Finance service representative job in Le Center, MN
Job DescriptionCounty Veterans Service OfficerVeteran Services
Dept/Div: Veterans Service Office/N/A
FLSA Status:
Non Exempt
General Definition of Work
Performs complex administrative work directing, supervising and providing services aimed at helping Veterans to obtain benefits through local, state, federal or other agencies, maintaining records and reports, and related work as apparent or assigned. Evaluate and assess the success of the services provided and recommend additional services as needed. Work involves setting policies and goals under the direction of the County Commissioners and County Administrator. Departmental supervision is exercised over all personnel within the department. Full-Time & Part-Time employment will be considered for this position.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential functions satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions.
Essential Functions
Assist Veterans and dependents in applying for state or federal benefits from the Department of Veterans Affairs or other agencies including assisting them with completing initial and ongoing paperwork, applications and written materials, researching and obtaining client information, assisting with securing benefits, and acting as a liaison with other local, state and federal agencies.
Assist Veterans with appealing claims that were denied; assists with collecting and compiling necessary information to defend the claim ensuring that timelines are met in order to meet claim requirements.
Facilitates, integrates and mobilizes community resources on behalf of Veterans and dependents; develops or recommends services where they do not exist.
As a point of first contact, may need to evaluate, assess and determine if a Veteran shows signs of being a danger to themselves or others and may recommend further evaluation to appropriate resources.
Assist Veterans in: obtaining necessary inpatient and outpatient care from the medical centers and outreach clinics; completing necessary paperwork; obtaining transportation; acting as a liaison for the Veteran with regards to other public health, home health or placement services and Human Services.
Assist Veterans in filing, refilling or defending claims and proceedings involving the military services including subsistence programs for the Veteran or dependents, dental programs, optical programs or educational based resources.
Attend meetings, conferences or workshops as a representative of the department or county; attends emergency or off duty calls regarding Veteran assistance or Veteran needs.
Implement changes in local, state or federal law into daily business routine; assist with interpreting any legal changes to Veterans.
Oversee, supervise and direct support staff; review and evaluate work.
Serve as a liaison for Veterans services organizations in the county and to state or federal agencies.
Perform duties of subordinate staff when necessary.
Knowledge, Skills and Abilities
Comprehensive knowledge of the laws, rules, regulations, policies, processes and procedures governing Veterans programs and benefits; ability to deal with people who have various mental, socio-economic and risk levels; ability to deal with hostile, potentially unstable and sometimes unkempt persons in a calm and effective manner; comprehensive skill and coordination of services for Veterans and evaluation of gaps in services; comprehensive knowledge of community organizations, agencies and facilities related to Veterans affairs; thorough skill using standard computer equipment and related hardware and software; thorough skill filling out benefit forms and relating necessary data to agencies; thorough skill using standard database programs; comprehensive knowledge composing general correspondence and standard correspondence related to claims; ability to make arithmetic computations using whole numbers, fractions and decimals; shall be able to compute rates, ratios and percentages; multi task; direct and supervise staff; understand, interpret and apply technical rules, directives and regulations; deal with officials, Veterans, dependents and others fairly and effectively; establish and maintain effective working relationships with associates; prepare reports and maintain records; establish and maintain effective working relationships with clients, service providers, federal agency representatives, medical facilities and the general public.
Education and Experience
Bachelor's degree and considerable knowledge of the operations/culture of the military, Veteran advocacy, or equivalent combination of education and experience.
Physical Requirements
This work requires the occasional exertion of up to 50 pounds of force; work regularly requires speaking or hearing, using hands to finger, handle or feel and repetitive motions, frequently requires sitting and occasionally requires standing, walking, climbing or balancing, stooping, kneeling, crouching or crawling, reaching with hands and arms, pushing or pulling and lifting; work has standard vision requirements; vocal communication is required for expressing or exchanging ideas by means of the spoken word and conveying detailed or important instructions to others accurately, loudly or quickly; hearing is required to perceive information at normal spoken word levels; work requires preparing and analyzing written or computer data, operating machines, operating motor vehicles or equipment and observing general surroundings and activities; work occasionally requires exposure to outdoor weather conditions; work is generally in a moderately noisy location (e.g. business office, light traffic).
Special Requirements
Prior to hire, must be a Veteran as defined by Minnesota State Statutes, Section 197.447.
Valid driver's license in the State of Minnesota.
Within one year of hire, accredited through the National Veterans Service Officer Association and other national service organizations.
Ability to maintain certifications and accreditations through ongoing education.
Other Requirements
The incumbent may encounter not public data in the course of these duties. Any access to not public data should be strictly limited to accessing the data that are necessary to fulfill the employment responsibility. While data are being accessed, incumbent should take reasonable measures to ensure the not public data are not accessed by individuals without a work reason. Once the work reason to access the data is reasonably finished, incumbent must properly store the not public data according to Chapter 13 Minnesota Statute. If a new work assignment requires access to not public data, the incumbent is permitted to access not public data for the work assignment purposes only. Any access to not public data must be strictly limited to the data necessary to complete the work assignment and after the assignment is completed, the employee's work assignment no longer requires access.
Full-Time & Part-Time employment will be considered for this position.
Minimum Qualifications
Prior to hire, must be a Veteran as defined by Minnesota Statue Statues, Section 197.447 (Must include DD214).
Valid driver's license in the State of Minnesota.
Prior experience in a supervisory role (3+ years).
Salary:
Salary Range: $36.60 - $51.74 per hour.
Benefits:
Vacation/sick/holiday pay & retirement plan for part time employment.
Health insurance, life insurance, retirement plan, vacation/sick/holiday pay and many other voluntary benefits for full-time employment.
Contact information:
Sarah Pint
Le Sueur County Human Resources
88 South Park Avenue
Le Center, MN 56057
Email: ********************
Tele: ************ / Fax: ************
Job open until filled. Applications will be reviewed on January 23, 2026.
Equal Opportunity Employer
$36.6-51.7 hourly 2d ago
Financial Sales Representative
Knewsales Group
Finance service representative job in Minneapolis, MN
Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products.
Job Description
Why should you work for us?
Steady hourly wage and commission on each sale - the harder you work, the more you earn!
On-the-job training to polish those sales skills
Opportunity to work with a major name in the banking industry
Who should apply?
People who are passionate and love the thrill of selling
People who enjoy meeting new people and striking up a conversation
People who have great enthusiasm and amazing communication skills
Qualifications
What are the roles and responsibilities?
Promote and sell credit cards for one of biggest financial institutions
Work at various locations to sell our client's credit cards - must be willing to travel!
Engage consumers and educate them on the benefits of our client's credit cards
Ensure all customers are provided accurate information about the products and services you've been assigned
Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full
What are the essential requirements?
Must enjoy speaking and interacting with people
Customer service and sales experience is a strong asset
Thank you to all who apply; however, only those selected for an interview will be contacted.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$100k-140k yearly est. 2d ago
Customer Service Officer
Skillbridge Academy
Finance service representative job in Minneapolis, MN
Skillbridge Academy is a forward-thinking institution dedicated to empowering individuals through innovative learning experiences. We pride ourselves on fostering a collaborative and dynamic environment where professional growth, creativity, and excellence are at the heart of everything we do. Join our team and become part of a company that values ambition, initiative, and making a meaningful impact.
Job Description
We are seeking a highly motivated and detail-oriented Customer Service Officer to provide exceptional support to our clients. This role requires excellent communication skills, a solution-oriented mindset, and the ability to manage multiple tasks efficiently. You will be the primary point of contact for our clients, ensuring their inquiries are handled promptly and professionally.
Responsibilities:
Respond to client inquiries via phone, email, and other communication channels.
Provide accurate information about services, policies, and procedures.
Resolve client issues in a professional and timely manner.
Maintain records of client interactions and transactions.
Collaborate with internal teams to ensure consistent and high-quality service.
Identify opportunities to improve processes and enhance customer satisfaction.
Qualifications
Strong communication and interpersonal skills.
Excellent problem-solving and organizational abilities.
Professional demeanor with attention to detail.
Ability to work both independently and collaboratively.
Proficiency with office software and basic database systems.
Additional Information
Competitive salary: $47,000 - $52,000 per year.
Opportunities for professional growth and development.
Supportive and collaborative work environment.
Skill-building and training opportunities.
Full-time employment with standard benefits.
$47k-52k yearly 21d ago
Part Time (20 Hours) Associate Banker, Blaine Branch, Blaine, MN
JPMC
Finance service representative job in Blaine, MN
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.
$42k-87k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker Bloomington, IN (30 Hours)
Chase 4.4
Finance service representative job in Bloomington, MN
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$38k-86k yearly est. Auto-Apply 60d+ ago
Commercial Banking Associate - Deposit Support
Alerus Financial 4.0
Finance service representative job in Shoreview, MN
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.
WHAT YOU'LL BE DOING:
Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.
Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.
Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.
Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.
Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.
Perform Commercial Deposit Signature Card and Master Resolution maintenance.
Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.
Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.
Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.
Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.
Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.
Responsible for managing the accuracy of data within internal applications across internal partner departments.
WHAT YOU SHOULD HAVE:
Associate's degree or equivalent combination of education and/or related experience in the financialservices industry
1+ year of commercial, government, or nonprofit administration and/or deposit/investment experience
Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation
Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.
Ability to be flexible, implement continuous change and demonstrate a positive attitude
High level of commitment to accuracy and detail
Effective written and verbal communication skills
High level of discretion, professionalism and collaboration skills
Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.
BASE PAY RANGE:
$22.00 - $30.00 per hour
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$22-30 hourly 16d ago
Business Banker
Frandsen Financial Corporation 3.9
Finance service representative job in Lakeville, MN
Frandsen Bank & Trust is seeking a Business Banker for the Lakeville location and surrounding area. This position is responsible for supporting a dynamic lending team for prospecting and developing new client relationships, managing existing client relationships, and use consultative interactions with clients and prospects to identify cross-selling opportunities with our wide range of financialservices. The ideal candidate will also be willing to support community efforts.
Essential Duties and Responsibilities
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Actively develops new and existing business relationships through key contacts within the local community to market the bank's services with emphasis on commercial lending and other areas as designated.
Meet or exceed minimum number of customer development calls per month as defined in individual work plan.
Analyzes individual loan documents to determine customers' cash flow, ability to pay the loan, profit potential of the loan, etc. in order to minimize loan loss and maximize potential profit.
Meet and interview applicants to determine creditworthiness, deny or grant each loan, secure required signatures, explain procedures or reasons for denial, and present possible alternatives to those denied to maintain a favorable bank image.
Grow a loan portfolio by $5-$10 million per year.
Manage a $10-$20 million per year.
Monitors and collect past due loans in a manner which will minimize the bank's loan losses while providing flexibility to customers and documentation of exceptions.
Negotiates with customers who have difficulty making payments by renegotiating a payment schedule, determining those loans which are still bankable or advising liquidation or other alternatives.
Monitors the existing loan portfolio through annual credit reviews, financial statements, receivable aging and on-site visits in order to provide recommendations for granting or renegotiating loans in a manner that minimizes loan losses.
Helps ensure appropriate information is in files and risk ratings are current and organized to bank standards.
Helps ensure that all legal, compliance and CRA requirements are met by cooperating with Loan Review and compliance audits.
Works closely with other areas of the bank to sell ancillary products to commercial and farm clients. This includes but is not limited to Treasury Management, Wealth Management, Frandsen Investment Services, Retail Banking.
Actively participates in community service organizations as assigned.
Ensures the confidentiality, security, and safekeeping of all accounts, records, and customer information in accordance with established policies and procedures.
Continually learns products and procedures to improve efficiency in the department and the customer's experience.
Performs other accountabilities and projects as assigned.
Education, Skills, and Experience
To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill, experience, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
Bachelor's degree in business, finance or related field or equivalent years in the banking industry.
Four to ten of experience, preferably in a financial institution or consumer loan department.
Skills:
Strong business development and relationship building skills
Strong credit analysis and underwriting skills
Ability to work independently, while supporting a strong team approach
Excellent organizational and communication skills
Strong attention to detail
Proficient in utilization of technology (Preferred)
Strong interpersonal skills (Preferred)
Strong willingness to be engaged in community (Preferred)
Salary range for this role is $70,000 to $104,000 annually, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
$70k-104k yearly 60d+ ago
Financial Services Representative State Farm Agent Team Member
Amy Wakem-State Farm Agent
Finance service representative job in Saint Paul, MN
Job DescriptionROLE DESCRIPTION: As a FinancialServicesRepresentative State Farm Agent Team Member with Amy Wakem - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financialservice licenses.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my office
$32k-48k yearly est. 22d ago
Financial Services Representative - State Farm Agent Team Member
Ben Meyer-State Farm Agent
Finance service representative job in Minneapolis, MN
Job DescriptionBenefits:
401(k)
401(k) matching
Company parties
Competitive salary
Free food & snacks
Opportunity for advancement
Paid time off
Signing bonus
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Ben Meyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist clients with policy applications and renewals.
Handle client inquiries and provide timely responses.
Maintain accurate records of client interactions.
Use a customer needs-based approach to multiline and deepen customer relationships.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
As an Agent Team Member, you will receive:
Group Life Insurance Benefits
401K
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Disability benefits
Flexible hours
Valuable experience
Growth potential/Opportunity for advancement within my agency
Sign on bonus
$32k-48k yearly est. 2d ago
Associate Banker
Bank of Montreal
Finance service representative job in Bloomington, MN
Application Deadline:
01/27/2026
Address:
5600 W. 83rd St.
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 financialservices 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 - $50,500.00
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-50.5k yearly Auto-Apply 4d ago
Financial Services Representative - State Farm Agent Team Member
Zach Augustyn-State Farm Agent
Finance service representative job in Osseo, MN
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Here at Zach Augustyn - State Farm Insurance in Maple Grove, MN, we offer over 25 years of experience! I began as an agent in Nebraska and now lead a dedicated team in the Twin Cities, serving Minnesota, Wisconsin, and Nebraska. We offer comprehensive insurance products, including Auto, Homeowners, Life, Renters, and specialized coverage for cabins, boats, ATVs, and more. Our agency is expanding, with plans to open a second location in 2025.
We treat our customers like family, assisting with relocations and addressing all individual insurance concerns. We are committed to community involvement, we volunteer and coach youth sports throughout the Twin Cities.
Our team enjoys a vibrant workplace culture with regular monthly events like potlucks, social gathers and weekly challenges for our social media presence. We also celebrate together with festive holiday parties, fostering a strong sense of community and pride for our company.
COMPENSATION:
60-100k+ per year, based on performance.
With our expanding and vibrant market, focus on team member development and training, and positive office culture, we are confident you will achieve high-earning compensation!
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Zach Augustyn - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices preferred.
Strong analytical and communication skills.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Life/Health license (required).
Series 6, 63, 65 or 7 (required).
Finance service representative job in Minneapolis, MN
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to drive new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills**
+ 3+ years in a similar banking, venture, credit or treasury role
+ Outstanding professional reputation and integrity
+ Strong leadership skills required
+ Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
+ Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
+ Extensive knowledge of products and services
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree preferred
+ Superior knowledge of the market dynamics and its business environment preferred
+ Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Minneapolis,MN $100,000.00 - $120,000.00 / year
$25k-46k yearly est. 5d ago
Banking General Employment Opportunities
New Market Bank
Finance service representative job in Lakeville, MN
Job Description
Come and join a Team that strives to be:
THE place to work where all Team Members are viewed as trusted, willing participating partners in preserving the legacy of community banking and local, family ownership and where integrity, respect and passion are our core values.
Recognized as THE community bank in each community the bank is located by having unquestioned excellence in customer service where we still answer the phone ourselves and have a personal touch in all interactions with customers.
We will keep your resume on file for a minimum of 6 months for any positions that your qualifications meet.
New Market Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to: race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law.
#Bank #banking #Teller #bank teller #finance
$36k-61k yearly est. 9d ago
Business (Commercial) Banker
Citizens Independent Bank 3.7
Finance service representative job in Saint Louis Park, MN
At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a career with us. We are seeking a Business Banker to join the CIB team!
BASIC FUNCTION
This position is responsible for establishing new banking relationships with corporations, partnerships, individuals doing business, not-for-profit organizations, and associations. The incumbent must have complete knowledge of all commercial products and services including credit products, deposit/investment products, cash management, other commercial services, and the bank fee schedule. The incumbent is responsible for assigned floor duty to service walk-in customers, but also spends a significant amount of time out of the bank in the offices of existing clients, servicing existing business, developing new business, calling on prospective clients, and networking in various ways in the community. The incumbent should also be involved with a community organization that meets our CRA requirements.
NATURE AND SCOPE
This is a front line sales position for all commercial deposit/investment, credit, and cash management products.
Commercial business is brought into the bank through personal interaction of the Commercial Banker with the customer/prospect. The banker must match the product and service with the customer/prospect's identified needs and must carefully evaluate the amount of risk involved in entering into a relationship. The incumbent must understand the business/industry the customer is in and must gain a thorough knowledge of the customer/enterprise history and future plans. The loan administration unit has been organized to assist in the evaluation and approval process. Lending authority will be given to the incumbent based on their training and experience. Requests which exceed this limit must be approved by the Dept Manager or the Officers Loan Committee. Certain requests may require approval by the Directors Credit Committee.
The incumbent must administer all loans within legal and regulatory requirements, the bank's loan policy, procedure policy, and stipulations established by the Officers Loan Committee and Directors Credit Committee.
RELATIONSHIPS
Within Citizens Independent Bank: Must be a team player in providing floor coverage, in opening and securing the bank, and in scheduling outside calls.
Within the Community: Active in community organizations including service clubs and Chamber of Commerce in representing the bank as a good corporate citizen and to network for new business opportunities. Community involvement should meet CIB s CRA requirements. Work closely with customers in establishing strong business relationship and cultivate customer loyalties while being constantly diligent in evaluating the risks in the relationship.
PREFERRED REQUIREMENTS
A college degree and/or 5 to 10 years of job related experience in business (commercial lending). The ability to motivate or influence others is a material part of the job requiring a significant level of diplomacy and trust.
BENEFITS:
People come first - our clients, our employees, our families, our communities
Rewarding and challenging work
Work-life balance is important with hybrid work arrangement for eligible positions
We strive to promote from within
Employee education and training is vital
Full benefits including medical, dental, vision, 401k with match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO allowance
Incentive Compensation Plan
Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth
75 years of local banking history
Opportunity to participate in fun community activities
Salary Range: $110,000 - $160,000 depending on experience and qualifications
Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Finance service representative job in New Brighton, MN
Full-time Description
Extensive administrative work involved in operations of the Insurance operations of the Servicing Department. Coordination of various functions of flood insurance, hazard insurance, wind/earthquake insurance, homeowner's associations (HOA) and investor guidelines. Specialist's work is involved in servicing the mortgage loans and providing direct member service to the borrowers. Primary contacts include borrowers, agents, investors and vendors.
ESSENTIAL RESPONSIBILITIES & DUTIES:
Entry Level
Know and understand investor/insurer guidelines specifically FHA, FNMA, GNMA, FHLMC, VA, FHLB, USDA.
Monitors insurance vendor for compliance with investor guidelines.
Disburses hazard, flood, wind, earthquake, and HOA premiums in a timely manner.
Prepares bank account transfers.
Monitors timely payment of non-escrow items; pay bills, enforce coverage and establish escrow accounts as necessary.
Senior - Level II
Must be able to perform all responsibilities and functions listed for Level I with a high degree of independence
Responsible for the training of new and current Insurance Specialists
Serve as a resource for other Insurance Specialists regarding Insurance operations, policies or procedures.
Execute account resolution according to investor specifications.
Handle escalated insurance matters, includes researching and providing a resolution to the borrower of investor.
Primary contact and weekly reporting to insurance vendor.
ESSENTIAL DUTIES, KNOWLEDGE, SKILLS, ABILITIES:
Required:
Thorough knowledge of first mortgage real estate lending practices, including federal regulatory requirements, state regulations, agency and Credit Union requirements.
Familiarity with AllRegs.
Basic MS Office skills.
Proficient with mortgage loan software.
Reporting, letter preparation, group presentation and other related communications skills.
Ability to define problems, collect data, establish facts and draw valid conclusions.
Attend meetings or perform other assignments at locations outside the office, if necessary.
Preferred:
Experience with Allied Solutions LLC.
Experience with lender-placed insurance.
Experience with insurance carriers (Allstate, American Family, Farmers, State Farm, etc.).
COMPENSATION: $20.60 - $23.98 per hour.
Servion has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information.
General Description of Benefits:
All full-time employees are eligible for Medical Insurance, Telehealth Services, Dental Insurance, Vision Insurance, Life Insurance, Short-term Disability, Long-term Disability, Legal and Identity Theft Protection, Critical Illness Insurance, Hospital Insurance, Accident Insurance, Participation in 401k Plan with up to 5% company match, and Variable Bonus Pay.
Requirements
PREFERRED QUALIFICATIONS:
Education: - High School Diploma.
Experience: - Entry Level 1-3 years in mortgage industry; Senior - Level II 3-5 years in the mortgage industry.
Licenses/Certifications: - None
$20.6-24 hourly 34d ago
Business Banker
Deerwood Bank 3.5
Finance service representative job in Saint Michael, MN
Job Description
Business Banker
Deerwood Bank is seeking an experienced, dedicated, and professional Business Banker to work in our St. Michael, MN location. This position is responsible for managing an existing portfolio of business clients as well as developing new business. Our ideal candidate will have 5 years of business banking in the NW Metro market.
Essential Duties & Responsibilities:
Exhibit a thorough knowledge of all products and services to provide clients and prospects.
Interview & respond to business client requests, gathering the necessary information to assist in the review of the proposal.
Demonstrate a well-developed network of business resources such as accountants, attorneys and spheres of influence.
Effectively utilize various credit enhancing entities, such as the SBA, and local economic development programs to assist clients.
Maintain the portfolio in accordance to credit administration guidelines, to include but not limited to past due payments, overdrafts, technical exceptions, timely risk rating of credit, problem loan balances, etc.
Work with and provide assistance to credit analysts in preparation of loan presentations.
Ensure that the necessary approvals are obtained.
Adhere to safe and sound loan documentation to ensure secured loans are properly documented with the perfection of all collateral pledged.
Stay current on various issues affecting the banking industry and/or the economy in general.
Help mentor and develop business bankers with less experience as well as credit analysts.
Maintain compliance with all company policies and procedures.
Identify and attend formal class/seminar opportunities to assist with personal growth.
Actively involved in the community through business related organizations and take a leadership role within these organizations.
Maintain a positive attitude and a high level of teamwork within the organization.
Perform related duties as assigned by supervisor.
Required Qualifications:
Four-year college degree in business, finance, economics or related field.
Minimum 5 years of commercial lending experience.
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers.
Must be able to meet deadlines while maintaining a positive attitude and providing exemplary customer service.
Ability to work independently and to carry out assignments to completion within parameters of instructions given.
Strong business development skills.
Proficient with MS Word, Excel, SharePoint, and Outlook.
Salary Range: $100,000 - $125,000 Annually. Eligible for quarterly incentive based on individual performance of sales metrics.
Work Schedule: Monday-Friday; 8:00am-4:30pm with additional hours as necessary to meet the customer and business needs.
Benefits are available to employees working 30 or more hours per week on the first of the month following date of hire.
Medical insurance, including virtual telemedicine and mental health counseling
Health Savings Account
Flexible Spending Account (health, limited purpose health, and dependent care)
Dental insurance
Vision insurance
Life insurance (basic and voluntary)
Short-term disability insurance
Long-term disability insurance
Long-term care insurance
Adoption Assistance Program
Employee Assistance Program
PTO
Paid Volunteer Time Off
Paid holidays
401(k) with company match (eligible on the first of the month following 2 months of employment)
Financial wellness education
Free or reduced fees for banking products and services
Employee Referral Bonus
$100k-125k yearly 26d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Burnsville, MN?
The average finance service representative in Burnsville, MN earns between $27,000 and $57,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Burnsville, MN