Finance service representative jobs in Des Moines, IA

Job Description At COUNTRY Financial - Matt Reed Agency, we combine over 50 years of industry experience with a genuine commitment to helping our clients. We specialize in all lines of insurance and financial services, offering personalized guidance and dependable support to every individual and business we serve. Our office is client-focused and built on teamwork. We take pride in being a supportive, energetic group that values integrity, communication, and growth. If youre looking for a workplace that feels both professional and personal, this is the place to grow your career. As an Insurance Customer Service Representative, you will play an essential role in delivering outstanding client experiences. From handling inquiries and processing policy updates to supporting our agents and helping clients understand their coverage, youll be the face of service excellence in our agency. Base pay: $35,000-$45,000 (based on experience) Paid time off (PTO) and paid vacation Mon-Fri schedule with evenings and weekends off Retirement plan Hands-on training and mentorship Supportive team culture Home office support If youre motivated by helping others, thrive in a team environment, and want a role that keeps you engaged and growing, we encourage you to apply today! Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Retirement Plan Evenings Off Weekends Off Home Office Support Paid Vacations Responsibilities Provide a positive and professional client experience in every interaction Greet clients and prospects who visit the office Contact clients at risk of policy or contract cancellation Manage calendars, schedule appointments, and handle follow-ups Support marketing campaigns and community events Requirements Prior customer service or insurance experience preferred Property & Casualty license (or willingness to obtain upon hire) Strong communication and interpersonal skills Organized and detail-oriented with excellent time management Team-oriented attitude with a proactive, doer mindset

The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring. Essential Job Functions Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing. Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software. Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives. Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items. Communicate with various team members and stakeholders regarding investment strategies and portfolio performance. Work with the Compliance Department as needed to address regulatory concerns or improper sales practices. Other duties as assigned. Travel up to 10% Knowledge, Skills, and Abilities Must display Core Values Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes Strong attention to detail Product knowledge in managed accounts, securities, and trading systems Strong conceptual skills with an ability to deliver big ideas that drive results Exceptional written and verbal communication skills Experience and Education 2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities. Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience. Licensing: FINRA Series 7. Series 65/66 required within 6 months. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

About us Custom Electrical Services is a small business in Clive, IA. We are a professional electrical contractor that provides service throughout central Iowa. Our work environment includes: Relaxed atmosphere Casual dress code Daytime schedule No nights, holidays, or weekends! Ever! Small business/family atmosphere Attention all customer service superstars! We are a leading electrical contractor in Clive, Iowa looking for an experienced CSR/Dispatcher to join our team. Responsibilities Field incoming phone calls and form submissions from customers. Dispatch service technicians to appropriate locations in a timely and efficient manner. Monitor all assigned technicians in a timely and efficient manner. Monitor all assigned drivers to ensure on-time performance. Provide exceptional customer service to all clients. Enter data for job costing. Requirements Previous experience with ServiceTitan software is preferred but not required. Must be 18 years of age or older. 6 months previous experience as a CSR or dispatcher is preferred. Excellent communication and organizational skills. Must be able to multitask and organizational skills. Ability to work independently and as part of a team. Strong problem-solving skills and attention to detail. Background check and drug screen required. If you meet these requirements and are looking for an exciting new opportunity with room for growth please submit your resume today. We can't wait to hear from you!

At MercyOne, health care is more than just a doctor's visit or a place to go when you're in need of medical attention. Our Mission is based on improving the health of our communities - that means not only when you are sick but keeping you well. MercyOne Central Iowa sets the standard for personalized and radically convenient care in the Des Moines metro area and surrounding counties. MercyOne Des Moines Medical Center, founded by the Sisters of Mercy in 1893, is the longest continually operating hospital in Des Moines and Iowa's largest medical center, with 802 beds available. The hospital is one of the Midwest's largest referral centers. With more than 7,000 colleagues and a medical staff of almost 1,500 physicians and allied health professionals, MercyOne Central Iowa is one of Iowa's largest employers. Want to learn more about MercyOne Des Moines? Click here: *************************************************** Join the MercyOne Family! We are looking to hire a Customer Service Representative for our Outreach Lab. As a Customer Service Rep, you will provide coverage for the MercyOne Des Moines call center. Answers multiple phone lines, transfers calls, takes accurate messages, gives out test information and results. Uses Cerner, Atlas, Star, Gajema, Docuware, and Microsoft Office products to complete daily work. * Answers phone requests for test results to physicians and other healthcare personnel. Calls results to ordering provider. * Ensures accurate electronic documentation of calls, faxed reports, etc. * Prints and faxes lab reports as directed by order. * Files lab reports for courier delivery and prepare lab reports for mail, as needed. * Pages courier for stat and routine pick-ups. * Assists in courier duties. * Reviews report(s) for missing information to correct. * Retrieves and reviews original physician order for demographic information. * Works with other departments to problem solve to provide timely results. * Understands Lean/Six Sigma principles and employs them to meet the quality management goals. Schedule: PRN General Requirements: * Driver's License required * One-year experience in a client services/clerical position required. * Previous laboratory experience preferred. * Computer experience preferred. * Proof of completion of Mandatory Reporter abuse training for child and dependent adult abuse within three (3) months of hire Education: * High school diploma or G.E.D. preferred. Colleagues of MercyOne Health System enjoy competitive compensation with a full benefits package and opportunity for growth throughout the system! Visit MercyOne Careers to learn more about the benefits, culture, and career development opportunities available to you at MercyOne Health System circle of care. Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

WANT TO BE A PART OF SOMETHING GREAT? VERIDIAN IS LOOKING FOR INDIVIDUALS TO JOIN OUR AWARD-WINNING TEAM. START YOUR JOURNEY AND APPLY TODAY. Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked! Benefits: *********************************************************** SUMMARY Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that promote the Veridian brand. Understand and be familiar with Bank Secrecy Act (BSA) guidelines. Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc. Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc. Actively cross‑sell credit union services by providing information to current, new and potential members. Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member. Assist members over the phone. Consistently achieve established monthly and annual sales and service goals. Contributes to team effort by accomplishing related results as needed. Monitor necessary departmental files and reports, updating member information as required. Maintains member confidence and protects operations by keeping information confidential. Balance cash box per teller balancing procedures. KEY ATTRIBUTES Oral and written communication skills. Member service focus. Attention to detail and accuracy. Positive attitude that supports a team environment. Dependable and punctual; flexible during peak times. High level of confidentiality. Organizational skills. Self-motivated; ability to work without close supervision. Problem solving; analysis. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: Occasionally lift and/or move items over 10 pounds. Remain sedentary (seated) for extended periods of time. WORKING CONDITIONS This job operates in a professional office environment and routinely uses standard office equipment. TRAVEL Limited travel expected. REQUIRED EDUCATION AND EXPERIENCE High School Diploma. Relevant work experience in the area of customer service and/or cash handling. Math and clerical aptitude. Fluent computer skills in a Microsoft Windows environment. OTHER DUTIES Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. ABOUT VERIDIAN Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Job Requirements/Expectations JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID

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.

JobID: 210693300 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa. We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve. Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career. Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team! POSITION PURPOSE This position is responsible for growing and retaining profitable relationships and assisting in the introduction of other Two Rivers Bank & Trust products and services to clients. EDUCATION AND WORK EXPERIENCE * Bachelor's degree in business, economics, finance, or comparable banking degree or comparable years of similar work experience. * Seven or more years' lending experience. * Experience in Commercial and Industrial, Commercial Real Estate and SBA lending preferred. * Portfolio management experience preferred. * Knowledge of banking rules and regulations, in addition to knowledge of bank products and services. SKILLS AND QUALIFICATIONS * Experience with Windows operating systems. * Experience with MS Office software and bank financial analysis software. * Organized, effective time management, and self-directed team player. * Excellent verbal and written communication skills. * Advanced understanding of Commercial Banking products and services. * Excellent relationship building skills and strong, well developed interpersonal skills to maximize business contacts and develop a working relationship with existing and potential clients. * High level of analytical skills to conduct loan analysis and monitor loan progress with consideration of market trends, economic conditions and other pertinent factors. * Strong sales skills with proven success in meeting and/or exceeding sales goals. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES * Prospect, develop, and manage banking relationships by understanding customer needs, assessing financial information and finding workable solutions within the bank's policies and philosophies. * Negotiate credit items including overall terms, repayment methods, and collateral requirements. * Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. * Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan to ensure compliance with regulations and enhance the ability to make sound credit decisions. * Ensure that loans are properly documented in accordance with approval terms. * Conduct annual reviews of commercial relationships to monitor overall credit quality. * Work with Treasury Management and other areas of the bank to actively cross-sell Two Rivers Bank & Trust products and services. * Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business. SCHEDULE/TRAVEL/STATUS * Exempt * In-Office (Not Remote) * Infrequent Travel NOTICE This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Full-time Description TITLE: Relationship Banker DEPARTMENT: Retail Banking The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client's needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client's needs. ESSENTIAL FUNCTIONS: Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. Maintain thorough knowledge of all bank products and services. Answer questions, address service challenges, and provide resolutions. Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained. Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships. Collaborate with business development and lending teams to seek and establish new clients in the marketplace. Coordinate and participate in sales presentations at partnership meetings. Achieve monthly partnership event goals and track progress. Recommend- Achieve monthly branch goals and track progress. Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. Assist clients with HSAs, IRAs, fiduciary, and small business products. Assist clients with consumer lending needs including the ability to take a loan application and maintain a sound lending portfolio. Answer inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. Follow security procedures consistently and protect client confidentiality. Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Invest in community partnerships and participate in community events in support of our brand and culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: High school diploma or equivalent required. Two years' experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: Duties performed in a professional office environment. Availability to work Saturdays. Requires travel to other bank locations or client sites. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

McFarland Clinic is currently accepting applications for a Financial Advisor Lead for its Ames offices. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Responsibilities include: Assist team and patients to resolve billing related questions. Assist patients in finding solutions to balances owed. Work with insurance companies and other third party entities. Work with clinical areas to provide estimates. Will have multiple work queues and reports to maintain. Assist with training new/current team members. Position comes with competitive clinic pay and valuable benefit package. Education High School Diploma, GED or HiSET Days: Monday - Friday. Saturday rotation Hours: 8:00 AM - 5:00 PM Experience One year work experience in a medical clinic setting. Completion of medical terminology preferred. Word processing and computer experience. Problem solving and de-escalation skills. Excellent verbal, written communication skills. Pre-employment drug screen and criminal history background checks are a condition of hire. Benefits McFarland Clinic offers a comprehensive benefits package, including health and dental insurance, 401(k), and PTO. Click here for details. McFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than 75 years experience of caring for people. We welcome applicants who can help us enhance the health and well-being of our patients and communities we serve. McFarland Clinic is an Equal Opportunity Employer McFarland Clinic makes every effort to comply with all requirements of federal, state and local laws relating to Equal Employment Opportunity.

Your Mission: As an Animal Services Officer, you will be on the front lines of protecting animals and promoting public safety in our community. You'll respond to calls for service involving the welfare of animals, investigate reports of neglect or ordinance violations, and work to resolve conflicts between people and animals. Your efforts will directly support the mission of the Animal Rescue League of Iowa by fostering a responsible community where animals are valued and treated humanely. What You'll Do: You will respond to calls regarding public safety, animal welfare, and quality-of-life concerns, including both domestic animals and, in some cases, wildlife. Your work will involve investigating cruelty, neglect, and bite cases, providing aid to injured or sick animals, and educating citizens about animal ordinances and responsible ownership. You'll patrol city streets, ensure compliance with animal laws, issue warnings or citations when necessary, and maintain thorough, accurate reports of your daily activities. Operating Animal Services vehicles and equipment safely will be part of your day-to-day, and when necessary, you'll perform humane euthanasia. Throughout all interactions-with ARL staff, law enforcement, and members of the public-you will represent the ARL and the City of Des Moines with professionalism and respect. What You Bring: You have a high school diploma or GED and a valid driver's license with a satisfactory driving record. You're comfortable operating larger vehicles and can pass a police background check. You remain calm and think clearly under pressure, making sound decisions even in fast-paced or stressful situations. You communicate effectively, prepare accurate documentation, and understand how to read and interpret city and state animal ordinances. You can work well with others, apply logical reasoning to complex situations, and perform basic mathematical calculations. Above all, you have a commitment to animal welfare and public service. Working Conditions: This role requires the ability to lift up to 50 pounds and work outdoors in all types of weather, including extreme heat or cold. You may be exposed to odors, zoonotic diseases, animal waste, scratches or bites, and moderate noise. The position involves both sitting and standing for extended periods and responding to situations that can be physically and emotionally demanding. Why Work at the ARL? At the ARL, every day brings new challenges and opportunities to make a difference-for both animals and people. You'll join a supportive, mission-driven team that is passionate about creating a safer, more humane community. We offer a collaborative environment, opportunities for professional growth, and the chance to be part of meaningful change for the animals and citizens we serve. Employment in this position is at-will, meaning that either the employee or the ARL may terminate the employment relationship at any time. In compliance with the Americans with Disabilities Act and/or applicable state regulations, the Animal Rescue League will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations. Wednesday through Saturday; 12:00 p.m. to 10:00 p.m.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Client Care Advocate - Annuities Start Date: February 23, 2026 Location: Des Moines, IA Hourly Rate: Hartford - $19.54 per hour + overtime with a $500 sign-on bonus Paid Training: * Training lasts approximately 12 weeks * Training hours are Monday - Friday, in-office, from 7:30am - 4:00pm Central and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls * After training, you will follow a hybrid schedule * Our contact center is open as follows: * Monday - Thursday 7:00am - 6:00pm Central * Friday 7:00am - 5:00pm Central This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST. Perks and Benefits: * $500 sign-on bonus * All IT equipment provided * Hybrid work schedule after training period (M -TH in office) * Free lunch and parking * Referral bonuses * Eligible for annual bonus * Comfortable workspaces and game rooms * 12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off * Free health insurance - employee & children levels based on salary band * Training & career advancement * 401(k) match and equity opportunities * Tuition, adoption, and lifestyle reimbursement POSITION OVERVIEW Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Hartford. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post call activities and completion of call back commitments involving our annuity customers, internal and external, by performing the following duties: RESPONSIBILITIES: * Understands insurance products, procedures, and system capabilities * Responds to inbound calls providing excellent customer service * Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable * Receives and resolves telephone inquiries from parties of the contract within service standards * Identify, communicate, and proactively work to solve problems or issues * Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State * Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines * Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships * Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance * Main contact for assigned sales representatives, accounts, and states * Provides a broad range of technical and operational support to clients and agents * Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy * Participation in team meetings and other cross functional groups is expected * This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel * Provides other duties as assigned by management REQUIRED QUALIFICATIONS: * Bachelor's degree or equivalent work experience * 1+ years' experience in customer service * Strong PC and Software skills, especially Microsoft Office products * Insurance industry knowledge is a plus PREFERRED QUALIFICATION: * Proven ability to grasp new products, concepts, and procedures * Understanding of the industry, sales process, and distribution channel * Strong attention to detail with excellent organizational skills * Great interpersonal and team skills required * Strong written and oral communication skills * Excellent phone presence and presentation * Ability to maintain positive attitude and composure in dealing with difficult situations * Demonstrated flexibility with schedules and time management * This position is not eligible for visa candidates now or in the future. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

WANT TO BE A PART OF SOMETHING GREAT? VERIDIAN IS LOOKING FOR INDIVIDUALS TO JOIN OUR AWARD-WINNING TEAM. START YOUR JOURNEY AND APPLY TODAY. Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked! Benefits: *********************************************************** SUMMARY Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that promote the Veridian brand. Understand and be familiar with Bank Secrecy Act (BSA) guidelines. Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc. Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc. Actively cross‑sell credit union services by providing information to current, new and potential members. Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member. Assist members over the phone. Consistently achieve established monthly and annual sales and service goals. Contributes to team effort by accomplishing related results as needed. Monitor necessary departmental files and reports, updating member information as required. Maintains member confidence and protects operations by keeping information confidential. Balance cash box per teller balancing procedures. KEY ATTRIBUTES Oral and written communication skills. Member service focus. Attention to detail and accuracy. Positive attitude that supports a team environment. Dependable and punctual; flexible during peak times. High level of confidentiality. Organizational skills. Self-motivated; ability to work without close supervision. Problem solving; analysis. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: Occasionally lift and/or move items over 10 pounds. Remain sedentary (seated) for extended periods of time. WORKING CONDITIONS This job operates in a professional office environment and routinely uses standard office equipment. TRAVEL Limited travel expected. REQUIRED EDUCATION AND EXPERIENCE High School Diploma. Relevant work experience in the area of customer service and/or cash handling. Math and clerical aptitude. Fluent computer skills in a Microsoft Windows environment. OTHER DUTIES Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. ABOUT VERIDIAN Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Full-time Description TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. ESSENTIAL FUNCTIONS: Process client transactions in a professional and efficient manner while following established policies and procedures. Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. Balance cash vault according to established procedures. Process requests for foreign currency transactions. Identify potential fraud accounts and take appropriate action to prevent loss. Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. Follow all established procedures to ensure compliance with federal regulations. Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. Actively promote banking products and services to the community. Answer client questions, address client concerns, and provide resolutions to inquiries. May quote client deposit rates. Collaborate with other team members to ensure a positive banking experience for all clients. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Assist with client outreach and demonstrate support for company culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission and vision. QUALIFICATIONS: High school diploma or equivalent required. Previous banking, client service, or related field with cash handling experience. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Strong interpersonal and written communication capabilities. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. WORKING CONDITIONS: Duties are performed in a professional office environment. Requires travel to other bank locations. Availability to work on Saturdays. Overtime may be required. Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Job Title: Client Care Advocate - Preneed Location: Des Moines, IA Start Date: February 23, 2026 Pay: $19.54 per hour + overtime pay Training Schedule: 6-8 weeks (Monday-Friday, 7:30 am - 4:00 pm CST) Post-Training Schedule: 8-hour shift, Monday-Friday, hours after training will be 8:30-5pm CST, need to be flexible with shift time Perks and Benefits: $500 cash sign-on bonus All IT equipment provided Hybrid work schedule after training period Free lunch and parking Referral bonuses Eligible for annual bonus Comfortable workspaces and game rooms PTO, Sick Days, Paid Company Holidays Free health insurance - employee & children levels based on salary band Training & career advancement 401(k) match and equity opportunities Tuition, adoption, and lifestyle reimbursement RESPONSIBILITIES: Understands insurance products, procedures, and system capabilities Responds to inbound calls providing excellent customer service Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable Receives and resolves telephone inquiries from parties of the contract within service standards Identify, communicate, and proactively work to solve problems or issues Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance. Main contact for assigned sales representatives, accounts, and states Provides a broad range of technical and operational support to clients and agents Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy Participation in team meetings Provides other duties as assigned by management REQUIRED QUALIFICATIONS: High School diploma or GED required 1+ years of work experience in customer service Strong PC and Software skills, especially Microsoft Office products Insurance industry knowledge is a plus PREFERRED QUALIFICATION: Proven ability to grasp new products, concepts, and procedures Understanding of the industry, sales process, and distribution channel Strong attention to detail with excellent organizational skills Great interpersonal and team skills required Strong written and oral communication skills Excellent phone presence and presentation Ability to maintain positive attitude and composure in dealing with difficult situations Demonstrated flexibility with schedules and time management This role is not eligible for visa sponsorship now or in the future Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

JobID: 210693295 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. * Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills * 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************