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Finance service representative jobs in Dubuque, IA - 82 jobs

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  • Financial Services Representative State Farm Agent Team Member

    Lane Madsen-State Farm Agent

    Finance service representative job in Dubuque, IA

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Lane Madsen State Farm, 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 agency and personal goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative (desired but not required). Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent organizational and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred (desired but not required). BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Profit sharing potential Growth potential/Opportunity for advancement within my office
    $25k-38k yearly est. 8d ago
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  • Service Representative

    Sisco 4.5company rating

    Finance service representative job in Dubuque, IA

    SISCO, a Cottingham & Butler company, is a leading third-party benefit administration firm dedicated to maximizing the value of employee benefits for our clients. We pride ourselves on delivering an effective, yet human, experience by hiring the best employees and equipping them with the best technology. Our company thrives on driven, ambitious individuals like you. We are seeking driven, energetic, and customer focused candidates for our Service Representative position. We pride ourselves on putting the customer first and finding ways to improve our business. Above all else, we are committed to fostering an open-door culture where the opinions and suggestions of our team members are valued and appreciated. Our Service Center is open Monday -Thursday 7 am to 7 pm and Friday 7 am to 5 pm. Essential Functions: Answer customer inquiries on benefits plans Process Medical/Dental Claims Ability to learn/retain large amounts of technical information Navigate multiple record keeping systems What We're Looking For: Strong communication (verbal and written) skills The ability to multi-task and have great attention to detail Ability to work with customers of diverse background and dispositions Preferred Licensed in Life and Health, or obtain within 180 days of employment (paid study time) Experience Prior customer service experience Medical or call center experience is a plus Full-Time Benefits - Most benefits start day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/Defined Contribution (1-year waiting period) PTO/Paid Holidays Company-paid ST and LT Disability Maternity Leave/Parental Leave Subsidized Parking Company-paid Term Life/Accidental Death Insurance About SISCO: SISCO was established in 1980 as a boutique third-party administrator dedicated to the administration of unique, complex plan designs. Today, SISCO is recognized as a premier third-party administrator for employee benefits, serving 600+ employers and 1,000,000+ members from our headquarters in Dubuque, IA. For the past decade, many Health Insurance Carriers and Payers have been quietly driving industry trends in the wrong direction. The result is a lower standard of prudent review and ever-increasing costs. Our strategy is to simply administer employer plans with the same care, diligence, and expertise we apply to our own benefit program. Learn more at ********************* Want to learn more? Follow us on ************************ | LinkedIn | Facebook
    $30k-35k yearly est. Auto-Apply 9d ago
  • Entry Level Financial Representative

    Northwestern Mutual of Northeast Iowa 4.5company rating

    Finance service representative job in Dubuque, IA

    Job DescriptionBenefits: Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-48k yearly est. 4d ago
  • Customer Service Representative

    Planet Fitness-PF Baseline Fitness

    Finance service representative job in Dubuque, IA

    Job DescriptionJob Title: Customer Service Representative Reports to: Club Manager Status: Full Time/Part Time/Non-Supervisor/Non-Exempt Responsible for new member sales and creating a positive member experience by providing a superior level of customer service to members, prospective members, and guests. Essential Duties and Responsibilities Greet/meet potential members, providing a great customer experience. Handle front desk related tasks: o Answering phone calls in a polite and friendly manner to assist with questions or concerns. o Taking info calls and tours o Assist in member check-ins, sign-ups, cancellations, BCM amenity usage, and updating member account information. Facilitate member services issues and questions and forward to Club Manager/Manager in Training/Team Lead as needed. Help maintain the neatness/cleanliness of the club. Essential Behavior Requirements Customer Service: communicates and interacts with customers (including coworkers and the public) in a way that exceeds the customers wants and needs. Listening: actively listens to customers, (includes coworkers and the public) empathizes (sees the situation from the customers perspective) and works together to solve the problem. Problem Solving: recognizes and defines problems; analyzes relevant information; encourages alternative solutions and plans to resolve situations; seeks additional assistance when needed. Diplomacy: demonstrates tact and skill in all interactions while using appropriate behavior and language. Communication: Ability to communicate questions, concerns or issues to a supervisor in a timely manner. Minimum Qualifications Honesty and good work ethic Strong customer service skills Basic computer proficiency Physical Demands Standing and walking at least 75% of the shift Talking in person or on the phone at least 75% of the shift Must be able to lift to 50 lbs. less than 30% of the time. Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Health, Dental and Vision Insurance Critical Illness Insurance Short Term Disability Insurance Accident Insurance Voluntary Life Insurance Pet Insurance HSA - Advancement Opportunities Check us out on LinkedIn at: Planet Fitness - PF Baseline Fitness
    $29k-37k yearly est. 26d ago
  • Customer Service Representative - State Farm Agent Team Member

    Rachel Fitzpatrick-State Farm Agent

    Finance service representative job in Dubuque, IA

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Hourly pay 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 $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable 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-37k yearly est. 25d ago
  • Customer Service Rep/Office Clerk

    Allstate Recruiting

    Finance service representative job in Dubuque, IA

    Allstate Agents are hiring out-going, career oriented, sales professionals to join their teams as a Licensed Insurance Sales Representatives (Licensed Sales Producers) or Customer Service Representatives. Job Description Speaking with clients about a wide variety of issues, through phone and email. Taking payments and making policy changes. Transferring clients to licensed sales producers when needed. Scheduling appointments, etc. Qualifications Prior customer service and office experience helpful. Additional Information COMPENSATION Competitive hourly wage Bonuses available as well based on meeting goals If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. ***This position is with an Allstate Exclusive Agent, not with Allstate Insurance. Employees of Allstate agents must be able to successfully complete any applicable licensing requirements and training programs. Allstate agents are independent business owners who hire their own employees. Allstate agents' employees are not employees of Allstate. *** All your information will be kept confidential according to EEO guidelines.
    $29k-37k yearly est. 60d+ ago
  • Customer Service Rep(01739) - 1685 John F Kennedy Rd

    Domino's Franchise

    Finance service representative job in Dubuque, IA

    Job DescriptionABOUT THE JOB Offers smiles to customers over the phone and in person. Help with all general restaurant duties. Must be able to work evenings. Additional Information All your information will be kept confidential according to EEO guidelines.
    $29k-37k yearly est. 3d ago
  • Customer Service Representative - Dubuque, IA

    Kedia Corporation

    Finance service representative job in Dubuque, IA

    Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system ScannersStandalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani EmailCustomer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRMElectronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft OutlookNetwork conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani ChatSpreadsheet software - Microsoft ExcelKnowledgeCustomer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Speaking - Talking to others to convey information effectively.Service Orientation - Actively looking for ways to help people.Persuasion - Persuading others to change their minds or behavior.Reading Comprehension - Understanding written sentences and paragraphs in work related documents.Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Writing - Communicating effectively in writing as appropriate for the needs of the audience.Coordination - Adjusting actions in relation to others' actions.Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.Negotiation - Bringing others together and trying to reconcile differences. AbilitiesOral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.Oral Expression - The ability to communicate information and ideas in speaking so others will understand.Speech Clarity - The ability to speak clearly so others can understand you.Speech Recognition - The ability to identify and understand the speech of another person.Written Expression - The ability to communicate information and ideas in writing so others will understand.Near Vision - The ability to see details at close range (within a few feet of the observer).Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.Written Comprehension - The ability to read and understand information and ideas presented in writing.Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional InformationIf this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
    $29k-37k yearly est. 60d+ ago
  • Customer Service Representative

    Superior Insurance Partners LLC

    Finance service representative job in Manchester, IA

    Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company's mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior's shared platform. Superior is backed by Tyree & D'Angelo Partners (“TDP”), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history. We are seeking a Customer Service Representative (CSR) to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? Come join our friendly, competitive work environment today! We are looking for people who are enthusiastic about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Superior Insurance Partners can provide. How will you affect the business? Effectively manage high volume of incoming calls Identify and assess client needs to achieve satisfaction Quoting, endorsements, certificates and will own the renewal process Build sustainable relationships of trust through open and interactive communication Provide accurate, valid, and complete information by using the right methods/tools Handle complaints, provide appropriate solutions/alternatives within the time limits and follow-up to ensure a resolution Keep records of customer interactions, process customer accounts and file documents What skills will make me successful in this role? Ability and desire to provide results Develop professional relationships with your internal and external partners Effective communication Utilize your resilient and adaptable mindset in the face of shifting priorities Eagerness to collaborate with all teams and employees. Qualifications: 2+ Years of customer service experience Open to licensing High School Diploma Good systems agility Proficiency in Microsoft Office Preferred: Property and Casualty Insurance License Agency Management System experience
    $29k-37k yearly est. Auto-Apply 16d ago
  • Retail Relationship Banker

    Bank of Montreal

    Finance service representative job in Dodgeville, WI

    Application Deadline: 02/26/2026 Address: 302 N Iowa Street 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. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. 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 and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our 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. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 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-65k yearly Auto-Apply 6d ago
  • Customer Service Representative

    The Bank of New Glarus

    Finance service representative job in Darlington, WI

    Hours: Monday through Friday, 8:30 am-5:30 pm, Saturday rotation 8:30 am-12:00 pm (noon) This position is responsible for performing various paying and receiving functions within the Bank and for servicing all deposit customers with attention being paid to the accuracy and details of the job. The individual will be accountable for their assigned cash drawer and for protecting the Bank against loss. In addition, CSRs will provide general administrative support to team members such as routine filing, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system. CSRs must have a solid understanding of the Bank's core system which includes, but is not limited to, UFS Navigator and Integrated Teller System. Supervisory Responsibilities: None Duties/Responsibilities: 1. Maintain a teller cash drawer. Handle daily teller transactions and scanning through the UFS Navigator and Integrated Teller System. 2. Process checking and savings deposits and withdrawals, cash checks, loan payments and savings bonds. 3. Identify customers, verify signatures, and follow proper check cashing procedures as established by the Bank. 4. Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing. 5. Helps promote a culture of regulatory compliance and safe and sound financial practices. 6. Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws. 7. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA). 8. Process night deposit bags and bank-by-mail deposits under dual control. 9. Meet all educational criteria for the Bank Secrecy Act (BSA) regarding cash deposits or withdrawals in excess of $10,000.00. 10. Assist in opening and closing the branch and vault daily; assist in balancing vault currency and coin; balance and maintain currency in ATM. 11. Responsible for answering the telephone during designated working hours. 12. Provide general administrative support work such as routine filing of documents and/or correspondence, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system, and other duties as assigned. 13. When an opportunity arises sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business and referring to the appropriate team member to complete the transaction. 14. Ensure all work is completed for the Bank both in the deposit area, and other areas of the Bank, will follow established policies and operating procedures, which are consistent with the Bank's overall policies and operating objectives. 15. Treat all customer inquiries, questions and complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service. 16. Ensure all team members are cross trained where assigned and acts as back-up for all team members' duties, when needed. 17. Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers, and managers. 18. Maintain a high level of ethical behavior within the banking profession. 19. Accurately balance ATM, Vault & bank. Required Skills/Abilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Preference given to those with prior office work experience and prior cash handling experience. 2. Ability to apply common sense understanding to carry out instructions furnished in written or oral form and the ability to deal with problems involving several concrete variables in standardized situations. 3. Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also, complete rate, ratio and percentages, and to create and interpret statistical information and graphs. 4. Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and cash handling. 5. Demonstrated effective communication skills, cross selling abilities and cheerful demeanor. Education and Experience: High school diploma/GED or 3 years of related experience or training preferred. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds, and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision and the ability to adjust focus. Travel Requirements: Travel to other locations or areas may be required at times. BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 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.
    $29k-37k yearly est. Auto-Apply 50d ago
  • Customer Service Representative

    L&M Corrugated Container

    Finance service representative job in Platteville, WI

    Job DescriptionSummary The Customer Service Representative handles more complex customer accounts.. This role manages escalated issues, coordinates closely with cross-functional teams, and ensures a seamless customer experience. Primary Duties & Responsibilities Manage customer accounts, including more complex orders and projects. Coordinate with Sales, Design, and Production teams to meet unique customer needs. Assist in resolving escalated customer concerns, ensuring timely and effective solutions. Maintain accurate customer data and order histories within the system. Help identify opportunities for improving customer satisfaction and process efficiency. Process orders, changes, and cancellations accurately. Update customer account information and maintain accurate records. Resolve basic product or service issues and escalate complex cases as needed. Assist with general administrative tasks in the department. Perform all other duties as assigned. Education & Experience High school diploma required; Associate's degree preferred. 2-3 years of customer service experience, preferably in manufacturing or corrugated packaging. Experience managing more complex customer accounts preferred. Required Skills / Abilities Strong problem-solving and critical-thinking abilities. Proficiency with Microsoft Office and customer service systems. Excellent communication and relationship-building skills. Ability to manage multiple priorities in a fast-paced environment. High attention to detail and accuracy. Physical & Travel Requirements Prolonged periods of sitting and computer use. Occasional lifting up to 15 pounds. No travel required. EE Statement L&M Corrugated Container Corporation is an equal opportunity employer. Powered by JazzHR 35oQket3Gf
    $29k-37k yearly est. 19d ago
  • Member Service Representative

    Premier Cooperative

    Finance service representative job in Eastman, WI

    Premier Cooperative is seeking a dependable, customer‑focused Member Service Representative to support our Agronomy division. This unique role offers full‑time hours during the busy agronomy season and reduced part‑time hours in the off‑season, making it a great fit for someone who enjoys variety, member interaction, and supporting local agriculture year‑round. The Member Service Representative plays a key part in delivering excellent service to member‑owners, supporting agronomy operations, coordinating logistics, and keeping seasonal workflows running smoothly. Greet and assist member‑owners, customers, and vendors in person and by phone. Provide accurate information regarding agronomy products, services, billing, scheduling, and seasonal programs. Enter work orders, delivery requests, service tickets, and product sales accurately. Process payments, maintain receipts, and assist with questions related to accounts. Assist with scheduling custom application, tendering, and product delivery during peak season. Communicate daily with applicators, drivers, and agronomy team members. Prepare and process seasonal paperwork, blending sheets, application logs, and compliance documentation. Support inventory management through data entry, basic tracking, and reconciling incoming/outgoing product. Assist with dispatching or coordinating field staff as needed during busy periods. Maintain organized records, forms, logs, and daily documentation. Support hiring paperwork, seasonal onboarding, and coordination with HR as needed. Assist with safety documentation, training compliance checks, and seasonal reporting. Contribute to positive teamwork and uphold co-op values. Seasonal Work Expectations During Agronomy Season (Full-Time): Full-time hours with occasional extended or weekend shifts depending on weather and workload. Work in a fast‑paced environment supporting applicators, tendering operations, and daily logistics. High volume of member interactions and time-sensitive operational coordination. Off-Season (Part-Time): Reduced, flexible hours based on business needs Focus on administrative work, member service, inventory cleanup, and preparation for the next agronomy season. Qualifications Strong customer service and communication skills. Ability to manage multiple tasks in a fast-paced, seasonal environment. Basic computer proficiency (Outlook, Excel, internal systems). Reliability, accuracy, and excellent attention to detail. Preferred: Experience in agriculture, agronomy, co-op operations, or customer service. Understanding of crop inputs, custom application, or seasonal agronomy workflows. Physical & Work Environment Requirements Ability to sit, stand, and communicate for extended periods. Occasional light lifting (up to 25 lbs). Work is primarily office-based, with some exposure to operational/agronomy environments. Why Join Premier Cooperative? Support local agriculture and member‑owners. Seasonal variety and cross‑training opportunities. Collaborative, community-oriented workplace. Competitive pay and flexible off-season scheduling.
    $24k-32k yearly est. 1d ago
  • Customer Service Representative - State Farm Agent Team Member

    Erik Koziczkowski-State Farm Agent

    Finance service representative job in Savanna, IL

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development ROLE DESCRIPTION: As an account representative with the Erik Koz State Farm agency, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.
    $29k-38k yearly est. 19d ago
  • MAQ - Member Services Representative -Part time

    YMCA of The Iowa Mississippi Valley

    Finance service representative job in Maquoketa, IA

    Job Description Cris B., Member Services Representative says "My favorite part about working at the Y is meeting all the different people who come in - seeing new faces and building relationships everyday is rewarding." PAY RATE: $12.50/hr The Member Services Representative is responsible for providing exemplary customer service to all members, callers, volunteers and visitors to the YMCA of the Iowa Mississippi Valley Welcoming members and guests with a warm smile, using their names, and expressing gratitude for their patronage. Asking questions, using active listening and providing facility tours to help prospective members find the perfect membership and program options. Building relationships with members, fostering connections within our YMCA community. Utilizing our operations software for member check-ins, program and membership registration, and payment processing. Staying knowledgeable about all YMCA and Family Wellness programs and services to assist members effectively. Handling membership and safety concerns, addressing any issues promptly and appropriately. Perks of working at the Y! Free individual YMCA membership! Discounts on programs Child Care discount 25% (must work min 20 hrs/week to qualify); Summer Camp discounts Free Employee Assistance Program (EAP) Program Y Retirement Fund: Y pays 12% after employee meets eligibility requirements Eligible to participate in 403B savings account through Y Retirement Fund Tuition Assistance Competitive Wages Flexible Schedules Career Development We are looking for someone who displays the YMCA values of caring, honesty, respect and responsibility and adheres to our mission. Must be able to obtain CPR/AED/FA certification (classes provided through the YMCA). Must be 18 yrs or older and able to stand and/or sit for at least 4 hours at a time every day. Must be able to lift up to 30 pounds occasionally. Possess the ability to walk and climb stairs and be capable of navigating through the facility and be able to talk, hear and see regularly. The YMCA of the Iowa Mississippi Valley is a 4-star rated Charity Navigator employer for over 16 years. "Only 2% of the charities we evaluate have received at least 11 consecutive 4-star evaluations, indicating that YMCA of the Iowa Mississippi Valley outperforms most other charities in America." - Charity Navigator. We have also been voted "Best in the QC" by Locals Love Us several years in a row. Job Posted by ApplicantPro
    $12.5 hourly 5d ago
  • Customer Service Rep/Office Clerk

    Allstate Recruiting

    Finance service representative job in Dubuque, IA

    Allstate Agents are hiring out-going, career oriented, sales professionals to join their teams as a Licensed Insurance Sales Representatives (Licensed Sales Producers) or Customer Service Representatives. Job Description Speaking with clients about a wide variety of issues, through phone and email. Taking payments and making policy changes. Transferring clients to licensed sales producers when needed. Scheduling appointments, etc. Qualifications Prior customer service and office experience helpful. Additional Information COMPENSATION Competitive hourly wage Bonuses available as well based on meeting goals If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. ***This position is with an Allstate Exclusive Agent, not with Allstate Insurance. Employees of Allstate agents must be able to successfully complete any applicable licensing requirements and training programs. Allstate agents are independent business owners who hire their own employees. Allstate agents' employees are not employees of Allstate. *** All your information will be kept confidential according to EEO guidelines.
    $29k-37k yearly est. 3h ago
  • Customer Service Representative - Dubuque, IA

    Kedia Corporation

    Finance service representative job in Dubuque, IA

    Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system Scanners Standalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email Customer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM Electronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook Network conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat Spreadsheet software - Microsoft Excel Knowledge Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking - Talking to others to convey information effectively. Service Orientation - Actively looking for ways to help people. Persuasion - Persuading others to change their minds or behavior. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Writing - Communicating effectively in writing as appropriate for the needs of the audience. Coordination - Adjusting actions in relation to others' actions. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Negotiation - Bringing others together and trying to reconcile differences. Abilities Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. Oral Expression - The ability to communicate information and ideas in speaking so others will understand. Speech Clarity - The ability to speak clearly so others can understand you. Speech Recognition - The ability to identify and understand the speech of another person. Written Expression - The ability to communicate information and ideas in writing so others will understand. Near Vision - The ability to see details at close range (within a few feet of the observer). Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Written Comprehension - The ability to read and understand information and ideas presented in writing. Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense. Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional Information If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
    $29k-37k yearly est. 3h ago
  • Customer Service Representative

    The Bank of New Glarus

    Finance service representative job in Darlington, WI

    Location: Darlington Hours: Monday through Friday, 8:30 am-5:30 pm, Saturday rotation 8:30 am-12:00 pm (noon) This position is responsible for performing various paying and receiving functions within the Bank and for servicing all deposit customers with attention being paid to the accuracy and details of the job. The individual will be accountable for their assigned cash drawer and for protecting the Bank against loss. In addition, CSRs will provide general administrative support to team members such as routine filing, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system. CSRs must have a solid understanding of the Bank's core system which includes, but is not limited to, UFS Navigator and Integrated Teller System. Supervisory Responsibilities: None Duties/Responsibilities: 1. Maintain a teller cash drawer. Handle daily teller transactions and scanning through the UFS Navigator and Integrated Teller System. 2. Process checking and savings deposits and withdrawals, cash checks, loan payments and savings bonds. 3. Identify customers, verify signatures, and follow proper check cashing procedures as established by the Bank. 4. Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing. 5. Helps promote a culture of regulatory compliance and safe and sound financial practices. 6. Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws. 7. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA). 8. Process night deposit bags and bank-by-mail deposits under dual control. 9. Meet all educational criteria for the Bank Secrecy Act (BSA) regarding cash deposits or withdrawals in excess of $10,000.00. 10. Assist in opening and closing the branch and vault daily; assist in balancing vault currency and coin; balance and maintain currency in ATM. 11. Responsible for answering the telephone during designated working hours. 12. Provide general administrative support work such as routine filing of documents and/or correspondence, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system, and other duties as assigned. 13. When an opportunity arises sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business and referring to the appropriate team member to complete the transaction. 14. Ensure all work is completed for the Bank both in the deposit area, and other areas of the Bank, will follow established policies and operating procedures, which are consistent with the Bank's overall policies and operating objectives. 15. Treat all customer inquiries, questions and complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service. 16. Ensure all team members are cross trained where assigned and acts as back-up for all team members' duties, when needed. 17. Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers, and managers. 18. Maintain a high level of ethical behavior within the banking profession. 19. Accurately balance ATM, Vault & bank. Required Skills/Abilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Preference given to those with prior office work experience and prior cash handling experience. 2. Ability to apply common sense understanding to carry out instructions furnished in written or oral form and the ability to deal with problems involving several concrete variables in standardized situations. 3. Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also, complete rate, ratio and percentages, and to create and interpret statistical information and graphs. 4. Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and cash handling. 5. Demonstrated effective communication skills, cross selling abilities and cheerful demeanor. Education and Experience: High school diploma/GED or 3 years of related experience or training preferred. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds, and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision and the ability to adjust focus. Travel Requirements: Travel to other locations or areas may be required at times. BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 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. Powered by JazzHR gpb16UhRUu
    $29k-37k yearly est. 21d ago
  • Entry Level Financial Representative

    Northwestern Mutual of Northeast Iowa 4.5company rating

    Finance service representative job in Earlville, IA

    Job DescriptionBenefits: Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-47k yearly est. 4d ago
  • MAQ - Member Services Representative -Part time

    YMCA of The Iowa Mississippi Valley

    Finance service representative job in Maquoketa, IA

    Cris B., Member Services Representative says "My favorite part about working at the Y is meeting all the different people who come in - seeing new faces and building relationships everyday is rewarding." PAY RATE: $12.50/hr The Member Services Representative is responsible for providing exemplary customer service to all members, callers, volunteers and visitors to the YMCA of the Iowa Mississippi Valley Welcoming members and guests with a warm smile, using their names, and expressing gratitude for their patronage. Asking questions, using active listening and providing facility tours to help prospective members find the perfect membership and program options. Building relationships with members, fostering connections within our YMCA community. Utilizing our operations software for member check-ins, program and membership registration, and payment processing. Staying knowledgeable about all YMCA and Family Wellness programs and services to assist members effectively. Handling membership and safety concerns, addressing any issues promptly and appropriately. Perks of working at the Y! Free individual YMCA membership! Discounts on programs Child Care discount 25% (must work min 20 hrs/week to qualify); Summer Camp discounts Free Employee Assistance Program (EAP) Program Y Retirement Fund: Y pays 12% after employee meets eligibility requirements Eligible to participate in 403B savings account through Y Retirement Fund Tuition Assistance Competitive Wages Flexible Schedules Career Development We are looking for someone who displays the YMCA values of caring, honesty, respect and responsibility and adheres to our mission. Must be able to obtain CPR/AED/FA certification (classes provided through the YMCA). Must be 18 yrs or older and able to stand and/or sit for at least 4 hours at a time every day. Must be able to lift up to 30 pounds occasionally. Possess the ability to walk and climb stairs and be capable of navigating through the facility and be able to talk, hear and see regularly. The YMCA of the Iowa Mississippi Valley is a 4-star rated Charity Navigator employer for over 16 years. "Only 2% of the charities we evaluate have received at least 11 consecutive 4-star evaluations, indicating that YMCA of the Iowa Mississippi Valley outperforms most other charities in America." - Charity Navigator. We have also been voted "Best in the QC" by Locals Love Us several years in a row.
    $12.5 hourly 5d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Dubuque, IA?

The average finance service representative in Dubuque, IA earns between $21,000 and $46,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Dubuque, IA

$31,000

What are the biggest employers of Finance Service Representatives in Dubuque, IA?

The biggest employers of Finance Service Representatives in Dubuque, IA are:
  1. Lane Madsen-State Farm Agent
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