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Customer Service Representative - Claims
Mica 4.0
Finance service representative job in Phoenix, AZ
Claims Customer ServiceRepresentative Opportunity at MICA
Are you passionate about helping others, detail-oriented, and interested in building a career in insurance and healthcare support? At Mutual Insurance Company of Arizona (MICA), we've been supporting, protecting, and defending the practice of medicine since 1976. As the leading provider of medical professional liability insurance in Arizona, with additional presence in Utah, Colorado, Nevada, Montana, and Wyoming, we are proud to deliver exceptional service to the healthcare community we serve.
We are currently seeking a Customer ServiceRepresentative to join our Claims team. This role serves as the primary point of contact for taking First Notice of Loss information, ensuring prompt and accurate claim setup, and delivering responsive, high-quality service to both internal and external customers.
Why Join MICA?
We provide structured training, supportive leadership, and hands-on learning to help you build confidence and succeed in the role. Our Claims Customer Service team plays a vital role in supporting policyholders during critical moments.
You'll work closely with Claims leadership, Claim Representatives, and internal partners to ensure claims are entered accurately, questions are resolved efficiently, and service standards remain consistently high.
What You'll Do:
Serve as the primary contact for taking First Notice of Loss calls and coordinating follow-up activity
Enter claims information promptly and accurately into company data systems
Provide exceptional customer service to both internal and external customers
Research and respond to non-technical claims inquiries, ensuring timely resolution
Monitor referred inquiries to Claim Representatives to maintain service quality
Perform month-end duties on a rotating basis, including reporting, data cleanup, and balancing tasks
Compile and communicate data in compliance with state and federal regulations and company policies
Assist with maintaining vendor and reporting system information
Support Authority Committee Meetings and assist with monthly management reports
Provide back-up coverage for teammates as needed and collaborate across departments
Stay current on policies, procedures, cybersecurity practices, and ongoing process improvements
Complete required cybersecurity and compliance training modules
Perform additional duties and projects as assigned
What We're Looking For:
High School diploma or equivalent required; AA degree or higher preferred
Minimum of two years of related customer service or claims experience
Familiarity with the insurance claims process and medical terminology preferred
Strong interpersonal, telephone, and written communication skills
Ability to handle customer interactions with professionalism, empathy, and courtesy
Excellent attention to detail and ability to efficiently complete data entry tasks
Strong organizational skills with the ability to prioritize multiple responsibilities
Proficiency with Windows, Microsoft Office, and internet/intranet systems
Knowledge of conflict resolution practices preferred
Ability to work independently while contributing positively to a team environment
What We Offer:
Competitive starting salary
Day 1 benefits, including comprehensive insurance with low deductibles
Hybrid work schedule after initial onboarding
37.5-hour workweek
13 paid holidays (including 3 floating days)
401(k) with company match up to 6%
Pension plan
Tuition reimbursement up to $5,250 per year
Ready to Apply?
Please send your resume to ********************* to begin your journey with MICA.
At MICA, we believe in doing meaningful work alongside people who care. Join a company that values integrity, collaboration, accountability, and doing what's right for our policyholders, our team, and the healthcare community we serve.
MICA is committed to diversity and is proud to be an equal-opportunity employer.
$29k-37k yearly est. 3d ago
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Customer Service Representative II
Carmax 4.4
Finance service representative job in Tempe, AZ
7971 - Phoenix CEC - 1625 W. Fountainhead Parkway, Tempe, Arizona, 85282
CarMax, the way your career should be!
Provide an iconic customer experience As a Customer Service Consultant, you will be the vital link between a customer's at-home and in-store CarMax experience, providing a simple and seamless process. You will respond to sales leads and customer inquiries, ensuring customers can buy the vehicle they want in a way that suits them. You will offer support during every step of their car buying journey. We've become the nation's largest retailer of used cars due to our honesty and transparency, and those same traits will help you succeed too.
Customer Experience Consultant Trainee
Position Overview As a Customer Experience Consultant Trainee, you will be the vital link between a customer's at-home and in-store CarMax experience, providing a simple and seamless process. You will respond to sales leads and customer inquiries, ensuring customers can buy the vehicle they want in a way that suits them. You will offer support during every step of their car buying journey. We've become the nation's largest retailer of used cars due to our honesty and transparency, and those same traits will help you succeed too.
Why CarMax? At CarMax, we are the nation's largest retailer of used cars with stores from coast to coast, and we are still growing. We're rethinking the way people buy cars - and our associates help us do just that. We believe work should feel meaningful and rewarding, with opportunities to make an impact every day. Whether you're advancing your career or growing your skillset, we are here to drive you forward.
Team Overview This is a high-energy sales environment where you will work as a team to meet goals. We will give you everything you need to be successful. We're not your average call center. You will handle a wide range of customer interactions and make sure everything goes smoothly, so the ability to quickly build rapport with people and understand their needs is essential. We work and learn as a team and the prospects are bright for sales professionals who aspire to become mentors, managers, and business leaders.
Role Responsibilities
· Connect with inbound customers online and over the phone to find out what they want and need from their next car purchase.
· Use your knowledge of the CarMax inventory to guide customers towards vehicles that meet their needs.
· Guide customers every step of the way, from online sales or appraisal to arranging finance applications and scheduling vehicle delivery.
· Ensure a seamless transition from online to in-store purchasing to provide an unrivaled customer service experience.
· Mentor others as your skillset expands.
· Achieve sales targets while providing an iconic customer experience.
· Acquire the Automotive Sales Persons License in specific states - may require testing and travel as some states request physical presence to apply for the license.
· Customer Experience Consultants receive an hourly rate, and after their training, have the opportunity to earn a performance-based sales incentive in addition to their hourly rate.
Required Qualifications
· Sales and customer service experience, in an area such as retail, is preferred.
· Thrive in a fast-paced sales environment.
· Good listening skills and a strong customer focus.
· High level of self-motivation to achieve performance goals.
· Strong written and verbal communication skills.
· Ability to learn and master new technologies; strong computer skills.
· Open availability for shifts that may include nights, weekends, and holidays.
· Must be open to shifting schedules two times per year according to needs of the business.
· Hybrid role with requirement for working on site one day per week.
· Candidates must live within 60 miles or 1 hour of the Customer Experience Center (CEC) location.
About CarMax At CarMax, we revolutionized the used car buying experience over 30 years ago by introducing transparency and integrity into the process. Our commitment to customer experience, innovation, and community has made us the nation's largest used car retailer. With over 250 store locations and over 30,000 associates, we are proud to have been recognized as one of the Fortune 100 Best Companies to Work For and are committed to helping our communities thrive.
As an associate, you are part of an innovative movement to empower the modern customer and drive progress. Your work fuels change-sparking ideas, overcoming challenges, and shaping what's next. Join us in creating a better future- for our company, our customers, and the communities we call home.
CarMax is an equal opportunity employer, and all qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, protected veteran status, disability status, or any other characteristic protected by law.
The hourly rate for this position is:
$18.00 - $26.70
Benefits:
Except as otherwise required by state law, CarMax Associates are entitled to the following paid sick, vacation, and holiday time.
Associates that are considered full-time hourly or commission/incentive eligible:
To earn up to 48 hours of sick time per year accrued on a per pay period basis and between 80 hours and 200 hours per year of vacation time after a 90 day waiting period depending on years of continuous service with the Company.
For 8 hours of pay for each of a total of 6 paid scheduled holidays per year plus 1 floating holiday. If such an Associate does work on a scheduled holiday due to business need, they are eligible for Holiday Premium Pay.
Associates considered full-time salaried are entitled to paid time away with no specified limit as needed for sick, vacation, bereavement, jury duty, holidays, floating holiday, etc. subject to manager approval.
For more details about benefits, please visit our CarMax Benefits website.
Upon an applicant's request, CarMax will consider reasonable accommodation to complete the CarMax Job Application.
$18-26.7 hourly 22h ago
Commercial Lines CSR
Insurance Recruiter Services
Finance service representative job in Phoenix, AZ
$40,000 per year to $55,000 per year
is in office in Northeastern Phoenix near Scottsdale AZ and is NOT remote
The Commercial Insurance Customer ServiceRepresentative (CSR) plays a critical role in supporting our small business commercial clients by delivering exceptional service, maintaining policy accuracy, and ensuring a smooth client experience from onboarding through renewal.
This role partners closely with Producers to support businesses such as contractors, professional services, retail, hospitality, and other local enterprises. You'll be the trusted point of contact helping business owners protect what they've built.
Core Duties and Responsibilities:
Client Service & Support
Provide day-to-day service support for a portfolio of small business commercial accounts including a segment of house accounts
Serve as a primary point of contact for commercial clients regarding policy changes, certificates, endorsements, and coverage questions
Respond to client inquiries in a timely, professional manner
Build strong, long-term relationships with clients through consistent, high-quality service
Policy & Account Management
Process endorsements, renewals, audits, cancellations, and policy changes
Prepare and issue certificates of insurance (COIs) and evidence of property insurance (EPIs)
Review policies, confirms endorsements, and binders for accuracy
Maintain complete and accurate documentation in the agency management system
Renewals & Marketing Support
Assist with renewal preparation, including gathering underwriting information and documentation
Support account managers and producers with marketing submissions and proposals
Track follow-ups, suspense items, and carrier responses
Carrier & Internal Coordination
Communicate with insurance carriers to obtain policy information, endorsements, and documentation
Collaborate with producers, account managers, and internal teams to ensure seamless service delivery
Escalate issues when appropriate to maintain client satisfaction
What You'll Be Supporting
General Liability
Business Owners Policies (BOPs)
Commercial Auto
Workers' Compensation
Professional Liability (E&O)
Property & Umbrella Coverage
(Experience with small business package policies is a plus)
Qualifications & Skills
Required:
Active Property & Casualty insurance license
2+ years of experience in commercial insurance service or account management
Strong understanding of commercial insurance coverages and terminology
Excellent organizational, communication, and customer service skills
Ability to manage multiple priorities and meet deadlines
Proficiency with agency management systems (AMS360 experience preferred)
Preferred:
Experience within the independent agency model
Familiarity with certificates, endorsements, and renewal workflows
Why Join Us?
Collaborative, people-first culture
Opportunity to work with experienced professionals in a growing agency
Competitive compensation and benefits
Career development and ongoing training opportunities
Who You Are
You're a service-minded professional who takes pride in accuracy, responsiveness, and building trust. You enjoy supporting a team, solving problems, and helping clients protect what matters most.
Essential Physical Requirements
Must be able to work from a sitting position for extended periods of time.
Must be willing and able to work in front of a computer monitor for extended periods of time.
Must be able to work on a standard computer keyboard for extended periods of time.
Must be able to work in a cubical environment during the workday with limited or no distraction.
Employee Benefits Include:
Medical Plan
Dental Plan
Vision Plan
401k
Live Health Online
Life Insurance
Disability
Supplemental Benefits
No waiting period to use accrued PTO
Training
Employee Assistance Program
National Discounts & much more!
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization
$40k-55k yearly 2d ago
Customer Service Representative
Dexian
Finance service representative job in Tempe, AZ
Job title : RCA/ Operational specialist
Duration : 6 months contract (possible extension)
Pay rate : $25-26/hr on W2.
Assists in the implementation of an effective risk management framework. Monitors systems, databases, information, processes, or procedures.
Identifies and escalates matters requiring attention to the appropriate area. Performs work on projects and initiatives and assists in the assessment and implementation of internal policies and procedures to ensure compliance with laws and regulations.
Coordinates the collection and/or compilation of data, and compiles and provides reports.
May assist in report development and analyzing data. Provides guidance, support, and recommendations to Lines of Business and assists in the implementation of Risk/Audit/Compliance initiatives.
Basic Qualifications
High school diploma or equivalent
Typically more than one year of applicable experience
Preferred Skills/Experience
Intermediate understanding of the business line's operations, products/services, systems and associated
risks/controls
Intermediate understanding of applicable laws, regulations, financialservices, and regulatory trends
Well-developed analytical skills
Ability to research and manage multiple projects and deadlines simultaneously
Effective presentation and relationship building skills
Strong PC skills, particularly word processing, spreadsheet, databases, and presentations
Effective verbal and written communication skills
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status
$25-26 hourly 3d ago
Customer Service Representative
Lancesoft, Inc. 4.5
Finance service representative job in Phoenix, AZ
We are seeking a detail-oriented Customer ServiceRepresentative to support administrative and collections-related operations. This role involves processing taxpayer requests, handling inbound calls, performing account research, and ensuring accurate resolution of inquiries related to tax accounts and administrative support services.
The ideal candidate will be comfortable working in a fast-paced, production-driven environment, managing multiple requests while maintaining accuracy and professionalism.
Key Responsibilities
Review and process incoming collection-related email requests, including payment and return transfers, account research, refunds, levies, charge-offs, extensions, delinquency clearances, and account updates.
Prepare, file, review, and process Administrative Support documentation, including payoff calculations and responses to general financial inquiries.
Answer and respond to incoming taxpayer and internal calls, providing resolution via phone or written communication.
Research and respond to tax clearance applications, collections maintenance requests, debt set-off inquiries, and other administrative support requests.
Utilize multiple databases and online tools to research taxpayer accounts and provide accurate payoff information.
Perform data entry into internal systems and databases supporting Administrative Support operations.
Track and document individual production metrics and monthly work volumes.
Manage record retention, including weekly processing of low-balance lien release reports.
Required Skills & Qualifications
Prior tax-related experience
Basic math skills, including calculations and payoff amounts
Excel proficiency (data entry, basic formulas, spreadsheets)
Ability to handle high-volume work with accuracy and attention to detail
Strong written and verbal communication skills
Preferred Skills
Experience using Google tools (Docs, Sheets, Gmail)
$30k-37k yearly est. 1d ago
Customer Service Representative
Randstad USA 4.6
Finance service representative job in Scottsdale, AZ
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
May perform other duties as assigned.
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation:
ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
One year of experience in customer service, sales related occupations.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
$29k-36k yearly est. 4d ago
Personal Banker
First Convenience Bank
Finance service representative job in Phoenix, AZ
Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
$28k-37k yearly est. 1d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Tempe, AZ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-113k yearly est. Easy Apply 60d+ ago
Customer Service Representative 4
Arizona Department of Administration 4.3
Finance service representative job in Phoenix, AZ
DEPT OF HEALTH SERVICES
The Arizona Department of Health Services promotes and protects the health of Arizona's children and adults. Our mission is to promote, protect, and improve the health and wellness of individuals and communities in Arizona. We strive to set the standard for personal and community health through direct care, science, public policy, and leadership. ADHS promotes alternative work schedules, flexible hours. We have positions that can fit any stage in your career, from entry to senior level. We offer a robust benefit package, including the ADHS Student Loan Assistance Program, where eligible employees can receive up to $437.50 per month for their outstanding student loans. Come check us out and see how you can make a difference in the lives of all Arizonans.
Job Location:
Address: 150 N 18th Ave. Phoenix, AZ 85007
Posting Details:
Salary: $42,500
Grade: 17
Job Summary:
This position provides courteous, accurate, and timely customer service to the public of the State of Arizona while answering calls using the BVR call center system and to in person customers. This entails managing a high volume of customer calls that come into the call center while providing direction and assistance to each caller in a timely and professional manner. The incumbent will interpret and comply with statutes, rules, regulations, policies and procedures. Process and secure customer information, cash receipts, certified paper, applications, corrections, amendments, and confidential documents. Provide quality control of the certified paper and certificates to ensure correct certificates are issued and mailed to correct applicants. Assist with the most complex customer service complaints, inquiries and issues that may include specialized instruction, training or certification in specialized areas of expertise. Responsible for training lower level staff and will assist with unit workflow, evaluating, recommending and
making changes to work processes and procedures. Has mastered all duties and responsibilities of the Customer ServiceRepresentative 3 position for Vital Records.
Job Duties:
Provides complete and accurate service to applicants for birth and death certificate requests, amendments, corrections, adoptions, delayed/presumptive death, putative father and court ordered paternity through the quality review and shipment of records to applicants. Ensures all mail is enveloped and properly secured each day. Sorts, opens and reviews incoming mail and distributes to appropriate area. (CONT BELOW)
Answers telephone calls and gives appropriate guidance and information to the caller to facilitate resolution of the issue. Research the various databases to identify a record, order information and or status of an order. Provides a resolution to customer issues.
Provides training to lower level staff on each job function. Assist with unit workflow through evaluating and recommending changes to work processes and procedures. Creates and edits desk procedures as needed.
Interpret and apply statutes, rules, policies and procedures. Provides support to lower level staff that encounter difficult or hostile customers over the phone or in person.
Assist with special projects requiring research, documentation, filing, and organizing.
Other duties as assigned as related to the position (typically 5% - 10%)
Knowledge, Skills & Abilities (KSAs):
Knowledge of:
-Customer service techniques;
-Use of office equipment and computer
systems
-General office procedures and practices
- Performance Management (PM), and Continuous Quality Improvement (CQI) and Lean methodologies.
Skill in:
-Oral and written communication
-Using courtesy and tact when interacting
with internal and external customers
-Use of call center phone system
-Operating a register and cash handling
Ability to:
-Create and edit policies and desk procedures that
are pertinent to daily job functions.
-Advanced knowledge of rules and statutes and
able to Interpret and clarify regulations and
statutes applicable to Vital Records.
-Learn and operate new computer systems and
processing equipment
-Work in a fast-paced high volume office setting
dealing with the public
-Provide information using oral and written
communication
-Listen to and interpret information
-Resolve high level customer issues and
complaints
- Support a diverse multi-cultural workforce that reflects the community, promotes equal opportunity at all levels of public employment, and creates an inclusive work environment that enables all individuals to perform to their fullest potential free from discrimination.
Selective Preference(s):
Minimum high school diploma or equivalent.
5+ years of experience in customer service or 3 years in a customer service call center environment.
Experience with multiple line telephones, computer and technology preferred.
Pre-Employment Requirements:
Must possess a valid level one fingerprint clearance card issues pursuant to A.R.S. §36-113.
If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver's License Requirements.
All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).
Benefits:
The State of Arizona provides an excellent comprehensive benefits package including:
− Affordable medical and dental insurance plans
− Paid vacation and sick time
− Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
− 10 paid holidays per year
− Wellness program and plans
− Life insurance
− Short/long-term disability insurance
− Defined retirement plan
− Award winning Infant at Work program
− Credit union membership
− Transit subsidy
− ADHS Student Assistance Pilot Program
By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.
Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page
Retirement:
To help you build a financially secure future, the State makes monthly contributions to finance your retirement benefit. The State will contribute to the ASRS in an amount equal to your contribution. In other words, you and the State will each pay 50% of the total cost of the benefit. New State employees have a 27-week wait period for contributions to begin.
Contact Us:
The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer. Persons with a disability may request a reasonable accommodation such as a sign language interpreter or an alternative format by calling **************. Requests should be made as early as possible to allow sufficient time to arrange the accommodation. DHS is an Equal Employment Opportunity Employer. All newly hired employees will be subject to E-Verify Employment Eligibility Verification.
$42.5k yearly 60d+ ago
Arizona Traders
Seven Points Capital 3.9
Finance service representative job in Peoria, AZ
Job DescriptionDescriptionWe are hiring 2-3 traders for Seven Points Arizona office opening this year. Seven Points is excited to offer a unique opportunity to join our team of successful traders. We are looking for candidates who are hard working and dedicated to success, have a passion for finance and the markets, entrepreneurial, humble and willing to learn.
Key ResponsibilitiesWe are very open to traders with various backgrounds/education, so long as the candidate can demonstrate knowledge of the markets and the ability and inclination to develop a robust approach to execution strategy.
$59k-101k yearly est. 12d ago
Relationship Banker | Scottsdale, AZ
First Busey Corporation 4.5
Finance service representative job in Scottsdale, AZ
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.
Duties & Responsibilities
Customer Service & Relationship Building
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Identify customer needs and offer solutions through the bank's products and services.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Resolve customer concerns and issues promptly, ensuring a positive experience.
Sales & Referrals
Promote and cross-sell bank products.
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
Account Management
Open and manage a variety of accounts.
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
Provide assistance with and support for online banking services and digital banking tools.
Loan & Credit Processing
Refer clients with credit needs to the appropriate banker or line of business.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
Compliance & Risk Management
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
Maintain confidentiality of customer information and ensure compliance with privacy regulations.
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
Operational Support
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Education and Training:
Requires a High School diploma.
Requires previous banking and/or sales experience.
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $22-$25/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$22-25 hourly Auto-Apply 5d ago
Customer Service Representative/Graphic Designer
Fastsigns 4.1
Finance service representative job in Phoenix, AZ
Benefits:
Bonus based on performance
Employee discounts
Free food & snacks
Do You have a eye for design and know how to use Corel Draw or Adobe Illustrator Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
Must have sign experience preferably with A Fastsigns, experience with Corebridge a plus Compensation: $19.00 - $25.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$19-25 hourly Auto-Apply 60d+ ago
Part Time Associate Banker West Valley South Bilingual English and Spanish Required (30 Hours)
JPMC
Finance service representative job in Phoenix, AZ
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Bilingual English and Spanish required
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$48k-99k yearly est. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
Kevin McGraw-State Farm Agent
Finance service representative job in Phoenix, AZ
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 financialservice 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
Salary plus commission/bonus
Health benefits
Profit sharing
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
Ability to make presentations to potential customers
Knowledge of financialservices products
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$27k-40k yearly est. 16d ago
Commercial Banking Associate - Deposit Support
Alerus Financial 4.0
Finance service representative job in Phoenix, AZ
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.
WHAT YOU'LL BE DOING:
Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.
Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.
Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.
Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.
Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.
Perform Commercial Deposit Signature Card and Master Resolution maintenance.
Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.
Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.
Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.
Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.
Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.
Responsible for managing the accuracy of data within internal applications across internal partner departments.
WHAT YOU SHOULD HAVE:
Associate's degree or equivalent combination of education and/or related experience in the financialservices industry
1+ year of commercial, government, or nonprofit administration and/or deposit/investment experience
Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation
Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.
Ability to be flexible, implement continuous change and demonstrate a positive attitude
High level of commitment to accuracy and detail
Effective written and verbal communication skills
High level of discretion, professionalism and collaboration skills
Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.
BASE PAY RANGE:
$22.00 - $30.00 per hour
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$22-30 hourly 14d ago
Financial Services Representative State Farm Agent Team Member
Scott Christian-State Farm Agent
Finance service representative job in Mesa, AZ
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Opportunity for advancement
ROLE DESCRIPTION: Join Our Winning Team at Scott Christian State Farm Agency! Are you ready to take your career to the next level in a fast-paced, supportive environment where your growth and success truly matter? Scott Christian State Farm Agency is looking for a motivated and organized FinancialServicesRepresentative to help us connect with customers and grow our business in auto, home, life, health, and mortgage insurance.
Why Join Us?
At Scott Christian State Farm Agency, youre more than just an employee youre a key player in a dynamic team that values your energy, ideas, and passion for helping others. We offer a fun, collaborative workplace where your hard work is rewarded and your career path is unlimited. If youre ready to make a real impact and boost your earning potential, this is the place for you!
What Youll Do:
Build strong, lasting relationships with customers through excellent service and follow-up
Guide clients by explaining insurance options tailored to their needs
Handle inquiries quickly and professionally, from coverage details to claims and billing
Drive business growth by expanding our book of business across multiple insurance lines
Collaborate with agents to attract and retain customers in a friendly, team-oriented atmosphere
Who You Are:
Passionate about delivering outstanding customer service
Experienced in sales? Great! (inside sales, retail, telemarketing, or related fields)
Ready and willing to earn your Property & Casualty and Life/Health licenses (well support you!)
Goal-oriented with a desire to grow your skills and income through marketing and outreach
What We Offer:
Competitive base salary plus commission and bonuses your success pays off!
Paid time off including vacation and sick days
Comprehensive health benefits
Real opportunities for career advancement and personal growth
If youre excited to join a team that values your contributions and is committed to your success, apply now and start your rewarding journey with Scott Christian State Farm Agency!
$27k-40k yearly est. 27d ago
Patient Financial Services Representative
Healthcare Outcomes Performance Company 4.2
Finance service representative job in Phoenix, AZ
At The CORE Institute, we are dedicated to taking care of you so you can take care of business! Our robust benefits package includes the following:
Competitive Health & Welfare Benefits
Monthly $43 stipend to use toward ancillary benefits
HSA with qualifying HDHP plans with company match
401k plan after 6 months of service with company match (Part-time employees included)
Employee Assistance Program that is available 24/7 to provide support
Employee Appreciation Days
Employee Wellness Events
Qualifications
High school diploma/GED or equivalent is required.
1-2 years of experience in a hospital, medical office, or customer service setting (preferred).
Familiar with and understand Medicare, Medicaid and other government payors and HMO/PPO payors guidelines and principals.
Understands benefits (i.e.: deductibles, copays, and coinsurance) and how to calculate estimates per the payor contract as applicable.
Previous patient registration in a medical office, hospital or outpatient surgery center.
Medicare, Medicaid and other government payor guidelines.
Clear understanding of insurance benefits and how to calculate patient responsibility.
Knowledge of Patient Registration.
Strong customer service and communication skills.
Ability to communicate patient responsibility clearly with patients, communicate with physician's office staff, payors and hospital teammates.
Ability to resolve issues in a professional manner.
Ability to work independently with minimal supervision.
Essential Functions
Greet patients, families, and visitors in a courteous and professional manner.
Answer and route incoming patient calls promptly and professionally.
Maintain a clean and organized front desk area.
Maintain confidentiality and compliance with HIPAA and hospital policies.
Assist with other clerical or administrative tasks as assigned.
Maintain a clean and organized work environment and ensure supplies are stocked.
Collaborate with other departments to ensure smooth patient flow and timely service.
Initiate and announce overhead emergency codes, including "Code Red" in the event of fire or smoke detection, following facility procedures.
Respond calmly and appropriately to emergency situations, including notifying security and/or emergency response teams.
Collect and verify patient demographics, insurance information, and required documentation.
Input accurate patient data into the hospital EMR system.
Prepare patient charts in advance of scheduled appointments to ensure all required documentation is complete and accurate. Include all necessary forms, such as consent forms. Patient Estimate Letters and procedure-specific paperwork
Obtain patient signatures for consent forms, insurance authorizations, and privacy acknowledgments.
Provide patients with information on hospital policies, procedures, and financial responsibilities.
Coordinate with clinical and billing departments to ensure proper patient flow and documentation.
Respond to patient and visitor inquiries and resolve registration issues efficiently.
Confirm and document insurance information to reduce the risk of claim denials.
Explain financial responsibility to patients when appropriate.
Accept and process payments for co-pays or deposits, when necessary.
Be familiar with individual payor guidelines and the process of collecting over the counter payments/deductibles/co-pay/coinsurance. Knowledge of payor contracts including Medicare, Medicaid and other government contracts and guidelines.
Investigate questionable information promptly, i.e. MVA and work comp information that conflicts with insurer information.
Notify Business Office Manager and Physician Office of any benefit, financial or authorization concerns or issues immediately.
Work two weeks ahead of surgeries to avoid late notice cancellations.
Contact patients in advance of their scheduled imaging appointments to provide information about their financial responsibility (e.g., co-pays, deductibles, self-pay estimates).
Review and explain out-of-pocket costs clearly and answer any patient questions regarding their financial obligation.
Work with patients to establish payment arrangements prior to their arrival, including setting up payment plans when appropriate and in accordance with organization policy.
Document all financial discussions and agreements and save this information in the appropriate system or shared folder for team access.
Ensure all payment plans are properly recorded and accessible to staff and billing teams to avoid confusion
Review entered information with patient to ensure accuracy.
Scan photo identification and insurance card(s) into EMR. Make any corrections to insurance information upon review of insurance card(s) when necessary.
Request Living Will/Advance Directives. Provide information if requested on where to obtain information on said forms to patient. Document when patient requests information and that it was provided in order to meet state and Joint Commission requirements.
Complete Medicare MSP questionnaire when necessary.
Collect patient responsibility upon admission.
Obtain patient signature on required forms.
Print labels and wristband and Facesheets. Review patient information with the patient and confirm accuracy before applying the wristband. Take chart with labels to Pre-op to notify nurses that patient is registered.
Meet or exceed monthly, quarterly and yearly cash collection goals.
Discusses patient information with other health team members in an appropriate environment.
Interacts with all patients, families, visitors and fellow teammates in a mature, responsible manner to ensure a positive and professional facility environment.
Must have a clear understanding of KPI and Metric's measures and ability to complete daily tasks to meet Departmental and Hospital measures.
Schedule, reschedule, and cancel imaging appointments as needed
Communicate prep instructions for various imaging procedures (e.g., MRI, CT, X-ray)
Coordinate with imaging technologists and other departments to ensure proper patient flow
Verify imaging orders to ensure all information is accurate, complete, and matches the scheduled exam (e.g., exam type, body part, laterality, clinical indications).
If discrepancies or missing information are identified, follow established procedures to contact the ordering provider or their office to obtain a corrected or updated order.
Ensure all orders are finalized and properly documented in the patient chart prior to the appointment to avoid delays in care and ensure compliance with regulatory requirements.
Contact patients in advance to confirm their upcoming imaging appointments.
Verify appointment details including date, time, location, and type of exam.
Provide patients with any necessary preparation instructions (e.g., fasting, medication restrictions) specific to their imaging procedure.
Address any patient questions or concerns and ensure they understand check-in procedures and arrival time expectations.
Document confirmation in the appropriate system or communication log.
Other duties as assigned.
$25k-33k yearly est. 24d ago
U.S. Private Bank - Associate - National Client Team
Jpmorgan Chase & Co 4.8
Finance service representative job in Phoenix, AZ
JobID: 210673472 JobSchedule: Full time JobShift: : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate client referrals and acquire new assets from existing client base
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
* Three plus years of work experience in Private Banking or FinancialServices
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
$25k-47k yearly est. Auto-Apply 60d+ ago
Associate Banker
Bank of Montreal
Finance service representative job in Phoenix, AZ
Application Deadline:
02/01/2026
Address:
9050 N 19th Avenue
Job Family Group:
Retail Banking Sales & Service
Bilingual in English and Spanish preferred.
This is a part time position scheduled for 20 hrs. per week.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50k yearly Auto-Apply 44d ago
Financial Sales Representative
Chris McCoy-State Farm Agency
Finance service representative job in Scottsdale, AZ
Job Description
Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic
If yes, consider a career at Chris McCoy State Farm to drive positive impact in the lives of families every day. Backed by a Fortune 50 company that is a leader in the financialservices industry, we will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What were looking for...
Were looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to customers while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with our customers.
What we offer...
Training and development
Well equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. Youll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing team members.
Digital tools
Beyond this training and support, we will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain customers with web, social and email content.
Products and solutions
Together with its subsidiaries, State Farm provides a range of products, including home, auto & life insurance, annuities, disability income insurance and investment products such as mutual funds through our broker-dealer arm STATE FARM VP MANAGEMENT CORP. (member of FINRA and SIPC), ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as security licensing to offer wealth management and advisory services, estate planning strategies and business solutions.
Human guidance
When you join Chris McCoy's State Farm, youre joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with fellow Agent Aspirants.
$52k-85k yearly est. 11d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in El Mirage, AZ?
The average finance service representative in El Mirage, AZ earns between $22,000 and $49,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in El Mirage, AZ
$33,000
What are the biggest employers of Finance Service Representatives in El Mirage, AZ?
The biggest employers of Finance Service Representatives in El Mirage, AZ are: