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  • Customer Service Representative

    Airgas 4.1company rating

    Finance service representative job in Germantown, WI

    Airgas is Hiring for a Customer Service Representative in Germantown, WI! Who are we looking for? Airgas is seeking individuals with excellent verbal and written communication skills, demonstrated attention to detail, creative problem solving skills, and a positive team player who wants to contribute to the success of their team. As a Strategic Accounts Central Service Coordinator you will be responsible for providing centralized support in a fast paced dynamic environment while working directly with customers and Airgas personnel. What's in it for me? Airgas believes in an inclusive, diverse team culture where associates are encouraged to work both collaboratively and independently with opportunities for mentoring and growth. If you are looking for a full-time permanent position with hybrid WFH (after training period), affordable healthcare, and career growth, we want to talk to you! As a Strategic Accounts Central Service Coordinator your responsibilities will include: Support for customer requests which will include researching and verifying the correct servicing branch and contacts, coordinating new account set ups, and processing orders. Coordinating product deliveries and cylinder pickups while verifying and confirming requested dates and proactively communicating any changes to customers. Validating cylinder balances and initiating cylinder audits or account closures. Identifying, analyzing, and creatively solving customer issues and concerns while creating opportunities to increase customer satisfaction. Managing, organizing and prioritizing workload to maximize completion of all open and daily responsibilities. A high level of initiative, curiosity and potential to go beyond the described role as the team responsibilities evolve. Special duties as assigned. Preferred Education and Experience: High School Diploma required. Associate's or Bachelor's Degree preferred. 2 years of customer service/sales experience Or Minimum 2 years of relevant work experience
    $30k-37k yearly est. 5d ago
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  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Finance service representative job in Waukegan, IL

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $31k-36k yearly est. 7d ago
  • Customer Service Representative

    Premium Waters 4.3company rating

    Finance service representative job in New Berlin, WI

    Premium Waters, Inc. is a bottled water company focused on providing quality products for our customers while being a positive partner in communities in which we operate. If you want to be a part of a growing organization committed to inclusion, development and quality in everything we do, come join our New Berlin Customer Service Team! M-F Daytime Schedule. Our safe, family-friendly work atmosphere will support you and your career goals as we serve each other and our customers with a safe, healthy water product. As a valued team member, you will enjoy: • Competitive compensation • Comprehensive offering of benefits which include medical, dental, vision, life insurance, STD and LTD. A very rich paid time off program, paid parental leave, 401k with match, educational reimbursement, a very robust wellness program and opportunities for volunteerism.• Stability - Premium Waters is a financially sound organization that has grown through acquisition and continued reinvestment in the organization. If you have the following, Premium Waters wants to hear from you: High School or GED, plus 2 years related customer service experience Excellent oral/written communication skills General Accounting/Accounts Receivable preferred Ability to multi-task and strong attention to detail Microsoft Office Proficiency Very adaptable - responds effectively to changes in situation or information All new hires must pass a physical exam, background check and drug test. All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.
    $30k-36k yearly est. Auto-Apply 9d ago
  • Dispatch & Customer Service Representative

    Ozinga 4.3company rating

    Finance service representative job in Franklin, WI

    Overview Salary: $51,000 - $64,000 Annually Location: On-site Franklin, Wisconsin Office Summary: #LI-Onsite The Dispatch & Customer Service Representative is primarily responsible for coordinating the timely delivery of concrete from plant locations to job sites according to customer requests and expectations while using the most efficient and cost-effective processes possible. This position involves computerized dispatching of company trucks and tendering of loads to outside trucking companies. Principal Duties and Responsibilities: Customer Service: • Receives customer order from order taker or telephone call • Effectively communicates with customer for information to determine proper quantity, mix, delivery time and job site location for each order. Also makes note of any special or unusual customer requests • Suggests value-added products to customers to enhance product performance based on the nature of the customer's job • Enters the customer order timely, accurately, and completely into the dispatch system • Advises customer of any potential issues/concerns regarding product order such as load limits, scheduling conflicts, vehicle weight limitations, etc. Dispatching: • Schedules mixer trucks to ensure maximum utilization and efficiency while meeting the needs and expectations of customers • Generates accurate and complete delivery tickets to the plant manager in a timely manner • Communicates with mixer drivers, plant managers, production managers and operations manager on a frequent and regular basis to avoid or address issues, concerns, or problems • Monitors mixer truck status on a constant basis to ensure customer satisfaction and maximum equipment and labor utilization • Works closely with operations to ensure drivers are in compliance with local, state and federal DOT guidelines and regulations • Works closely with remote dispatch offices to move equipment and people to meet customer demands. • Attends sales meetings to get/give information regarding scheduling of plants and equipment to meet customer needs • Adjusts dispatch schedule as needed to reflect current and accurate information • Communicates with plant manager daily to advise of mixer driver start and finish times Global Responsibilities: • Regular attendance and physical presence at the office or jobsite is an essential function of this position, this would not apply if specifically hired to work remotely • This job may require additional duties not listed above and the employee may be asked to perform those duties to meet business needs Qualifications: Education/Specialized Knowledge/Professional Certifications: • High School Diploma or equivalent required • Knowledge of geographic area where dispatching is strongly preferred Experience: • Minimum three years of work experience required with construction or concrete industry experience preferred • Experience working with personal computer Skills/Abilities: • Demonstrated ability to work with basic mathematics to include addition, subtraction, multiplication, and division (including fractions) • Must be able to read, write, speak, and understand English • Ability to read and interpret maps and directions • Effective oral and written communication skills • Ability to handle multiple competing tasks • Ability to work independently and with minimal supervision Working Conditions: • Professional environment within a climate-controlled office environment • Extended eye exposure to CRT screen • Long hours may be required as business deems necessary • Possible early morning start times according to the season or weather demands • Customer contact may result in stressful situations Physical Requirements: • Extensive radio and phone communication • Extended periods of sitting in chair, occasional standing, bending, kneeling, stooping, reaching, grabbing, and pulling • Frequent use of fingers, wrists, and hands to enter data using a keyboard • Occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus Benefits Information At Ozinga, we care about the well-being of our team members both in and out of the workplace. That's why we're proud to offer a comprehensive benefits package designed to support your health, financial security, and overall quality of life. Our benefits include: • Medical, Dental, and Vision Insurance - Protecting your health and providing peace of mind. • Retirement Plan Options - Helping you build a secure future. • Voluntary Benefits - Helping you to cover unexpected expenses. • Work-Life Balance - Supporting flexibility so you can thrive in every area of your life. • Employee Assistance Program - Offering confidential support for personal and professional challenges. • Wellness Program - Promoting a healthy lifestyle through resources and incentives. We believe that when our co-workers feel their best, they can do their best. Join us and experience the difference of working for a company that values you! Ozinga is an Equal Opportunity Employer. We consider applications for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, sexual orientation, citizenship status, genetic information, or any other legally protected status.
    $51k-64k yearly Auto-Apply 20d ago
  • Banker Associate, Emerging Middle Market - Associate

    JPMC

    Finance service representative job in Milwaukee, WI

    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 Emerging 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
    $38k-80k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Milwaukee, WI

    Position Description: This position is responsible for sales activities from lead generation through the project management process. Develop and implement agreed upon Sales and Marketing Plan which will meet both personal and business goals of expanding customer base in the marketing area. Work with the center's management and support teams for the achievement of customer satisfaction and revenue generation. Core Responsibilities: Serve as first point of contact for walk-in, email, E-commerce and telephone customers. Understand the sales process enough to consult with customers to determine project needs and solutions. Follow up on new leads and referrals resulting from telephone, marketing and email activity. Delegate customers that require site surveys to either Outside Sales person or installer Prepare estimates and establish/maintain estimate follow-up procedures. Enter work orders and manage project from the beginning to completion Contact customers within 3-5 days or order pick-up/delivery to confirm customer satisfaction. Identify and resolve customer satisfaction issues. Communicate with customers on order status and changes the production schedule. Develop annual sales plan with Franchisee or Center Manager, detailing activities to follow during the fiscal year. Demonstrate the ability to carry on a business conversation with customers and decision makers. Consultatively sell and make recommendations to prospects and clients using various products and Brand Standards. Identify sales prospects and contact these using a “drill down” and “share of wallet” concept. Develop and maintain a database of qualified leads through referrals, telephone canvassing, direct mail and email. Develop a complete understanding of pricing and proposal models. Maintain an attractive retail environment (clean, organized and functional). Support center Franchisee or center manager as needed with reports, close-out, invoices, and daily, weekly and monthly paperwork. Assist in the implementation of company marketing plans as needed. Adhere to all company policies, procedures and business ethics codes. Assist in collection of account receivables. Daily account reconciliation Compensation: Hourly pay plus monthly production bonus Simple IRA Health Insurance Compensation: $14.00 - $20.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $14-20 hourly Auto-Apply 60d+ ago
  • Service BDC Representative

    Toyota of Hollywood 4.3company rating

    Finance service representative job in Brookfield, WI

    The Ed Napleton Automotive Group is looking for our next BDC Representative. This is an exciting opportunity in a growing, fast-paced industry. Located at Napleton's Toyota of Brookfield, the BDC Representative is responsible for handling internet inquiries and phone leads to generate appointments for the dealership sales departments. Take advantage of this rare opportunity to join one of the country's largest and most successful automotive dealership groups and Apply Today! The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently one of the largest automotive groups in the country, providing incredible growth opportunity. What We Offer: Top compensation plans! Family Owned and Operated - 90+ years in business! Medical, Dental, Vision Insurance, 401k Paid Vacation and Sick Time Paid Training Discounts on products, services, and vehicles Fantastic Growth Opportunities Job Responsibilities: Handle incoming and outgoing phone calls and emails Prospect follow-up calls, set appointments for service and sales, and gauge customer satisfaction Answer customer internet inquires by both email and phone Schedule sales appointments and reschedule no show customers Contact customers based on current marketing incentives Follow up with existing and potential customers to generate leads and close sales Explain product performance, application and benefits to prospects and describing all optional equipment available for customer purchase Follow up in a manner that results in the customer visiting the dealership Maintain a prospect and owner follow-up system that encourages repeat and referral business and contributes to customer satisfaction Job Requirements: Excellent computer skills required. Knowledgeable to call center environment. Automotive experience helpful but not required. Able to communicate persuasively with customers to set appointments. Willingness to undergo a background check in accordance with local law/regulations 18+ years of age or older to comply with the company driving policy We are an equal opportunity employer and prohibit discrimination/harassment 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
    $31k-49k yearly est. Auto-Apply 10d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Milwaukee, WI

    Application Deadline: 02/26/2026 Address: 2745 N Dr Martin LutherKing Dr 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 15d ago
  • Banker Associate, Emerging Middle Market - Associate

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Milwaukee, WI

    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 Emerging 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
    $21k-40k yearly est. 60d+ ago
  • Relationship Banker II | Mt. Zion

    Busey Bank 4.5company rating

    Finance service representative job in Zion, IL

    The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services. Duties & Responsibilities Customer Service & Relationship Management Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Serve as a trusted point of contact for customers, ensuring the highest level of service is provided. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Provide guidance to customers on financial products and services that best meet their needs. Sales & Cross-Selling Actively identify and promote all bank products and services. Ask clients targeted questions to learn about their financial needs and goals. Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions. Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc. Account Management and Support Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements. Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders. Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools. Loan & Credit Processing Process and assist with customer loan applications, including personal loans and home equity lines of credit. Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process. Educate customers on loan products, eligibility requirements, and loan terms. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure transactions are accurately recorded and processed. Compliance & Risk Management Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions. Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate. Adhere to privacy regulations and ensure customer data is handled securely and confidentially. Team Support and Mentorship Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures. Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs. Branch Operations & Administrative Support Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch. Support branch leadership in maintaining branch security and ensuring operational efficiency. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions The basic tenets of lending and assessing a customer's financial needs Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Explain products and services to current and potential customers In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: Requires a High School diploma. 2 years of banking experience with lending responsibilities required 1 year of previous training and/or combination of mentorship, military or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers 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. Benefits and Compensation 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: $18-$21/hour) 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.
    $18-21 hourly Auto-Apply 22d ago
  • Financial Representative

    Empire Growth Partners/Northwestern Mutual

    Finance service representative job in Milwaukee, WI

    As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $29k-57k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Jeffrey Smith-State Farm Agent

    Finance service representative job in Lake Forest, IL

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Jeffrey Smith - 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 financial service licenses Excellent analytical, organizational, and problem-solving skills Effective communication skills People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Health Benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $29k-46k yearly est. 27d ago
  • Commercial Loan Servicing Associate I

    Citizens Bank 3.7company rating

    Finance service representative job in Waukesha, WI

    The Commercial Loan Servicing Associate I provides accurate, timely servicing of commercial loan files throughout the life of the loan, ensuring compliance with loan agreements and internal policies. This role supports lenders and customers while helping maintain portfolio integrity, operational efficiency, and customer satisfaction. Duties and Responsibilities: Monitor and maintain participation loans Process draw requests Monitor and maintain Insurance Monitor and maintain Flood portfolio Process various requests that come through CRM (Synapsis) such as payment requests, error resolutions, payoff requests, tax form copies, etc. Perform post-closing audits on loan files Deliver high-quality customer service by resolving inquiries through inbound calls and secure messaging within the Banno online banking system. Any other duties as assigned. Requirements: High School diploma or equivalent required. Associates degree in Finance, Business, Accounting ,or related field preferred. 1-3 years of experience in commercial loan servicing, banking operations, or loan administration. Knowledge of commercial loan porducts Proficient use of computers, MS Word, Outlook and Excel Must be self-motivated and work in a team environment Ability to multitask, prioritize and organize workflow Strong attention to detail and a high degree of accuracy Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. Critical Competencies: Collaboration Multitask Accountability Organization Communication ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
    $30k-34k yearly est. Auto-Apply 17d ago
  • Financial Services Representative - State Farm Agent Team Member

    Joe Woelfle-State Farm Agent

    Finance service representative job in Mequon, WI

    Job DescriptionBenefits: Hiring bonus Health stipend Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 6/63/65 or 7 licenses will be required.
    $26k-41k yearly est. 10d ago
  • Financial Services Representative - State Farm Agent Team Member

    Manuel Torres II

    Finance service representative job in Waukegan, IL

    Benefits: Competitive salary Opportunity for advancement Training & development Job Title: Bilingual Spanish Sales and Service Representative Join the Winning Team with Manuel Torres! Are you ready to be part of a dynamic team that values both hard work and fun? Manuel Torres, a State Farm Chairman's Circle Agent and Great Lakes Leader Club Agent, is looking for a Bilingual Spanish Sales and Service Representative to join his amazing crew in Waukegan! About Manuel: Since 2001, Manuel has been dedicated to providing exceptional service and support to his clients. With a passion for helping people and a commitment to excellence, he's not just an agent-he's an ambassador of trust and reliability. He has also earned the prestigious Ambassador Travel award, proving that he knows how to take care of business (and have a good time)! What You'll Do: Connect with clients in both Spanish and English to provide top-notch service. Help customers understand their insurance needs and find the right solutions. Be the friendly face of our agency, creating lasting relationships in the community. Collaborate with a supportive team that celebrates every success-big or small! What We're Looking For: Bilingual in Spanish and English-your language skills are key! A knack for sales and a passion for customer service. A positive attitude and a willingness to learn and grow. Previous experience in sales or customer service is a plus, but not required! Why Join Us? Be part of a successful team with a leader who values your contribution. Enjoy a fun, collaborative work environment where your ideas are welcomed. Opportunities for career advancement and professional development. Competitive salary and benefits-because we believe in rewarding hard work! Ready to take your career to the next level with a top-tier agent? If you're enthusiastic, motivated, and ready to make a difference in people's lives, we want to hear from you! Join Manuel's Team and Help Shape the Future-One Conversation at a Time! Compensation: $17.00 - $19.00 per hour We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $17-19 hourly Auto-Apply 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Watertown, WI

    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 Rate: $16 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of 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.
    $16-19 hourly Auto-Apply 10d ago
  • New Hire

    Lfanet

    Finance service representative job in Lake Forest, IL

    This is for a new hire who has not completed an online application.
    $30k-38k yearly est. Auto-Apply 60d+ ago
  • Main Banker

    Full House Resorts 3.2company rating

    Finance service representative job in Waukegan, IL

    Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include: Bank Vault Attendant Vault Attendant What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need: High School/GED preferred Minimum of 1 year cash handling in a high volume environment. Ability to handle high volume and stress situations. Basic math skills with knowledge of currency Excellent guest service communication skills Ability to handle high volume and stressful situations Proficiency in Excel and/or Google Docs Computer and typing skills Bilingual a Plus ( Preferred) Physical Requirements: Frequently speak, read, write, stand, walk, bend and stoop Able to push, lift and carry up to 50 lbs. Certificates, Licenses, Registrations: ● Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary: Medical, Dental, Vision Matches 50% of your contribution, up to 4% of eligible contribution Educational Tuition Reimbursement Paid Time Off Ventra Program, EAP programs, etc. Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Salary Range: $19.00-$30.00
    $19-30 hourly 60d+ ago
  • Business Banker - To 125K - Brookfield, WI - Job 3279

    The Symicor Group

    Finance service representative job in Brookfield, WI

    Business Banker - To $125K - Brookfield, WI - Job # 3279Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Business Banker role in the Brookfield, WI area. The successful candidate will be Responsible for developing and maintaining long term customer relationships with commercial customers. The position includes a generous salary of up to $125K plus bonus an excellent benefits package. (This is not a remote position). Business Banker responsibilities include: Developing and maintaining long term customer relationships that generate loans, deposits and fee income Negotiating commercial loan terms that are consistent with internal credit standards Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs Working closely with the Commercial Credit Department to create credit presentations Presenting customer financial information to relevant committees Cross selling all relevant bank products and services to commercial customers Effectively managing loan portfolio Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or GED required Bachelor's degree preferred 5+ years Commercial Lending experience Ability to cross sell banking and other financial services products Extensive knowledge of standard commercial lending practices Banking experience and knowledge of bank systems & practices preferred Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism Strong verbal and written communication skills The next step is yours. Email us your current resume along with the position you are considering to: ************************
    $36k-63k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Old National Bank 4.4company rating

    Finance service representative job in Milwaukee, WI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 1d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Cudahy, WI?

The average finance service representative in Cudahy, WI earns between $21,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Cudahy, WI

$33,000

What are the biggest employers of Finance Service Representatives in Cudahy, WI?

The biggest employers of Finance Service Representatives in Cudahy, WI are:
  1. CWI Landholdings
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