Finance service representative jobs in Elgin, IL - 4,218 jobs
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Bank Specialist
Customer Service Officer
Service Representative
Service Associate
Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Chicago, IL
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
#J-18808-Ljbffr
$114k-215k yearly est. 5d ago
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IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Finance service representative job in Chicago, IL
A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation.
#J-18808-Ljbffr
$38k-51k yearly est. 3d ago
Customer Service Officer
Alphabe Insight Inc.
Finance service representative job in Chicago, IL
Beloform Craft is a forward-thinking organization dedicated to developing future leaders through structured training, hands-on experience, and strategic exposure to core business operations. We believe in cultivating talent from within, empowering individuals with the tools, mentorship, and professional environment needed to grow into confident and capable management professionals.
Job Description
We are seeking a dedicated and professional Customer Service Officer to serve as a primary point of contact for our clients. This role focuses on ensuring clear communication, efficient issue resolution, and a consistently high standard of service. The ideal candidate will contribute to building long-term client relationships while supporting internal operations with accuracy and professionalism.
Responsibilities
Serve as the main liaison between the company and its clients
Respond to inquiries and provide accurate information regarding services and processes
Handle customer requests and concerns with professionalism and discretion
Maintain organized records of interactions and follow-ups
Coordinate with internal teams to ensure timely and effective solutions
Uphold company standards for service quality and communication
Qualifications
Strong verbal and written communication skills
Professional demeanor with a client-focused mindset
Ability to manage multiple tasks efficiently in a fast-paced environment
High level of organization and attention to detail
Proficiency in basic computer systems and office tools
Strong problem-solving and decision-making abilities
Additional Information
Competitive salary ($45,000 - $48,000 per year)
Growth opportunities within a structured and supportive environment
Skill development and ongoing professional training
Stable and professional workplace culture
Full-time position with consistent schedule
$45k-48k yearly 2d ago
Customer Service Representative
AB Marketing LLC
Finance service representative job in Rockford, IL
Are you motivated by success and high earnings? Join a growing team where your role is more about customer care than traditional sales. You'll be helping households save money on essential home services-many of which are free through government programs and subsidies. Most of our agents earn $1,000+ in their first week with uncapped earning potential.
This is not a 9-5 job; it's a career path with weekly pay, growth opportunities, and leadership training. We are seeking driven, goal-oriented individuals who want to control their income and career advancement. Prior sales experience is helpful, but not required-we provide comprehensive training and mentorship.
Responsibilities
Engage face-to-face with potential customers in assigned territories
Generate leads, qualify prospects, and close new business
Educate customers on available services and cost-savings benefits
Follow up with past customers to maintain relationships and loyalty
If you're ready to build a rewarding career with unlimited potential, apply today.
Requirements
Strong communication and interpersonal skills
Self-motivated and ambitious with a positive attitude
Ability to work independently and within a team environment
Benefits
1099 independent contractor role
Uncapped commission with bonus opportunities
Weekly pay
Flexible scheduling to fit your lifestyle
Mileage reimbursement for travel
Full training and ongoing support provided
Career growth into management and leadership roles
$1k weekly 2d ago
BDC Service Representative
Bob Loquercio Auto Group
Finance service representative job in Streamwood, IL
Award-Winning Bob Loquercio Auto Group is looking for a qualified, motivated and self-sufficient individual to join their team! If you are a self-starting professional ready to take your career to the next level, we have the opportunity you've been looking for.
What Were Looking For: As a Bob Loquercio Auto Group Business Development Coordinator, you will be responsible for responding to internet inquiries and generating sales with customers that contact the dealership or who have visited the dealership.
Benefits:
Medical Plan
Dental Plan
Vision Plan
401(k) Savings Plan
Basic Life Insurance
Accident & Critical Illness Insurance
Discounts on Products and Services
Flexible Schedules
Work Life Balance
Responsibilities:
Respond promptly, professionally and courteously to all internet leads
Utilize scripts and workflow tools to staff to ensure uniform customer service
Promptly and accurately enter all customer inquiry data into CRM software
Overseeing the generation of sales appointments
Effectively utilizing lead management tools
Compiling all necessary reports, forms and other documentation on a timely basis
Exhibiting ethical behavior providing the highest degree of customer satisfaction and remaining honest in all aspects of customer interaction
Qualifications:
Previous experience in a disciplined, process-oriented and sales-driven role through inbound and outbound appointment and service calls, internet leads and internally generated customer opportunities
Ability to gain overall knowledge of automotive sales and service department operations
Strong organizational and leadership skills
Knowledge of social media, social media channel marketing and social media blogging
$29k-41k yearly est. 2d ago
Bank Specialist
Archdiocese of Chicago 4.2
Finance service representative job in Chicago, IL
The Archdiocese of Chicago, the third largest in the United States, serves more than 2.2 million Catholics in 216 parishes in Cook County and Lake County, a geographic area of 1,411 square miles. The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 13,000 employees in its systems and ministries, including Catholic Charities, the region's largest nonprofit social service agency. The Archdiocese also has one of the country's largest seminaries. The Archdiocese's 150+ elementary and secondary schools comprise one of the largest U.S. private school systems. Its schools have received 96 U.S. Department of Education Blue Ribbon Awards.
Position Summary
Facilitate the daily responsibilities and functions of the Archdiocesan Bank as they relate to serving the Archdiocese of Chicago's Parishes, Schools and Agencies. Primary areas focus on the management of the capital project process, stock/mutual fund transfers, and processing daily activity for the internal bank of Parish FinancialServices (PFS) and treasury related transactions for the Pastoral Center (APC). Provide cross-coverage for investment associate's duties.
Responsibilities
Enter capital projects in Lawson, process the construction payments for parishes and resolve discrepancies as they arise
Identify stock donations by donor/stock and process credits to appropriate recipients
Enter wire/ACHs for the PFS and APC; create check payments and positive pay files
Handle various banking issues related to deposit
and withdrawal requests
Backing up Investment Associate to include:
Process investment transactions including coordinating all documents for completion & execution by entering transactions in custodian's system as well as
coordinate related accounting and bank entries as needed
Work on special projects as they arise
Qualifications
Required:
College bachelor's degree in business or equivalent combination of education and professional experience
1 to 3 years of related work experience in banking or a business' financial department
Strong customer service & communication skills
Works well in a team environment and with tight deadlines
The Archdiocese of Chicago offers a comprehensive total rewards package to include competitive compensation and benefit programs. Information about our benefit programs is available here.
This position has a salary range of $58,662.80 - $70,000. An employee's pay within the salary range will be based on many factors including but not limited to: relevant education, qualifications, experience, skills, geographic location, and organizational needs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$58.7k-70k yearly 2d ago
Customer Service Representative
Bradyplus
Finance service representative job in Glenview, IL
We are in search of a Customer ServiceRepresentative to join our growing team. This role provides internal support to Sales Representatives and assists in developing and maintaining a professional business relationship with customers. Responsibilities Include:
Provide internal support to assigned Sales Representatives regarding any customer problems, complaints, or requests.
Answer customer calls regarding orders, inquiries, and problems/complaints.
Place and process customer orders received by phone, fax, or mail.
Answer customer questions regarding product and/or their order.
Handle complaints within established guidelines and initiate appropriate follow-up and response.
Track orders/trace deliveries that customers have not received to determine status of order and expected time arrival.
Assist customers with returned goods; write up returned goods authorizations for returning merchandise.
Provide pricing information to customer.
Complete and maintain all paperwork related to customer transactions.
Send info via Fax/Email information to customers regarding invoices, proof of deliveries, etc.
Act as a liaison between customer and other internal departments.
Work closely with the purchasing warehouse and shipping departments.
The Ideal Candidate Will Have:
High school equivalent or diploma required
Bachelor's degree plus.
Previous sales support or customer service experience.
Excellent verbal and written communication skills.
Excellent data entry skills.
Experience with Microsoft Office.
ERP systems such as SAP, P21 etc. experience preferred.
Ability to pass job-related employment screenings.
Compensation & Benefits:
The pay range for this role is $20-$23 per hour. This range represents what the company reasonably expects to pay an associate for this role based on current market data, internal equity, and other business factors. The actual compensation offered may vary depending on factors such as relevant experience, qualifications, geographic location, and other considerations. In addition to base pay, BradyPLUS offers a comprehensive benefits package to support the health and well-being of our associates and their families. Benefit offerings include medical, dental, vision, life and disability insurance, flexible spending accounts, Employee Assistance Programs (EAP), 401(k) Retirement and more.
About BradyPLUS:
BradyPLUS is a leading national distributor of solutions for JanSan, Foodservice and Industrial Packaging. We deliver the right SUPPLIES + SUPPORT to ensure businesses are more successful every day. We offer premium brands, expert advice, and exceptional customer experiences. Our 6,000 associates across 180+ locations have a passion for delivering innovative solutions for the business challenges of today and tomorrow. Together, we serve thousands of customers nationwide in end markets including education, government, healthcare, hospitality, restaurants, building services, food packaging & processing, and grocery. We strive to be the best employer we can. We value people, we embrace change and we reach higher. Join us and see what the BUZZ is about! To learn more visit us at ***************** .
BradyPLUS is an Equal Opportunity Employer. This means that all qualified applicants will receive consideration for employment without regard to race, marital status or civil union status, sex, age, color, religion, national origin, veteran status, mental or physical disability, sexual orientation, gender identity and/or any other characteristic protected by law. We also provide reasonable accommodations to applicants and employees with disabilities.
$20-23 hourly 2d ago
Customer Service Representative
Accede Solutions Inc.
Finance service representative job in Chicago, IL
The Customer ServiceRepresentative (CSR) handles incoming calls regarding scheduling of paratransit eligibility services. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Answers customer calls and inputs all customer information using acomputerized scheduling system; enters new customer information or changes into the system
Receives customer complaints
Answers questions, and provides information about services
Resolves customer inquiries relating to transportation
Communicates resolution to customers
Clearly and accurately documents issues
Maintains a clean and well-organized work area
Represents Mobility Options in a professional manner to our service partners, and the community
Other duties as required/assigned
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
High school diploma or equivalent, such as GED, required
One or more years of Customer Service experience preferred
Must be able to work shifts, or flexible work schedules as needed
Ability to read, understand, interpret, and explain transit system operating rules,regulations, policies, phases and routes
Ability to communicate via telephone with clear speech and a pleasant phone manner.
Must possess excellent verbal communication skills
Ability to work as a member of a team
Must be computer literate and proficient in the use of Microsoft Office
Must be able to interact and communicate with diverse clients
Must be able to demonstrate poise, tactfulness, and diplomacy and have a high level of interpersonal skills to handle sensitive and confidential situations
Must undergo a pre-employment drug test once offered a position
Must be willing to undergo a criminal and employment background check once offered a position
Travel requirement (as a percent):
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to work shifts or flexible work schedules as needed.
85% of work is accomplished indoors and in air conditioned or well-ventilated facilities.
Work is accomplished in an office or in a cubicle space equipped with a
telephone and computer.
The employee is generally subjected to long periods spent sitting, typing, orlooking at a computer screen.
Employee may periodically need to travel locally.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 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 required to sit for long periods;use hands and fingers to type, manipulate, handle or feel; and talk and hear. The employee is frequently required to reach with hands and arms. The employee isoccasionally required to stand, walk, balance, and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally list and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to focus; long periods are spent looking at a computer. 100% of work is accomplished indoors and in air conditioned or well-ventilated facilities. Work is accomplished in an office or in a cubicle space equipped with a telephone and computer.
#IND123
$29k-38k yearly est. 2d ago
Customer Equipment Services Representative
Ardagh Group
Finance service representative job in Chicago, IL
Purpose of the Job:
Ensure Customer Satisfaction is achieved by delivery of exceptional equipment service
Key Accountabilities:
Provide Ardagh's customers with an expert, professional resource for resolution of mechanical problems related to can double seam equipment
Ensure customers, as a double seam authority, run Ardagh's products within established guidelines for optimal double seam performance.
Assist Ardagh's customers in establishing programs in the repair and maintenance of double seam equipment
Act as a resource for Ardagh for qualification of Ardagh material and in resolution of field problems.
Knowledge/Skills/Experience:
Associate degree, trade school or significant experience in the field at a minimum
Strong mechanical skills and ability to work through complex problems
Strong communication skills that span various levels of management both with customers and Ardagh
Self-starter with initiative, integrity and an ability to develop relationships with customer personnel
Basic computer skills
Ardagh Metal Packaging is a leading global supplier of sustainable, infinitely recyclable metal beverage cans to brand owners. A subsidiary of sustainable packaging business Ardagh Group and a leading industry metal packaging company, Ardagh Metal Packaging employs more than 6,300 people across Europe, North America and Brazil, with sales of approximately $4.7 billion.
Ardagh Metal Packaging believes that the success of our business depends on the success of our people. We strive to create working environments where our employees feel valued and can work to their full potential. We offer exciting and rewarding opportunities for talented and creative people. If you have ambition and want to make an impact with your career, come and join our team - you'll enjoy the journey!
Ardagh Metal Packaging - North America has been and will continue to be an equal opportunity employer. All employment decisions are made without regard to sex, gender (including pregnancy, childbirth, breast feeding, and related conditions), sexual orientation, gender identity, gender expression, race, creed, religion (including religious dress and grooming), color, national origin, ancestry (including association, affiliation, or participation with persons or activities related to national origin, English-proficiency or accent, or immigration status), physical or mental disability, medical condition, genetic information, marital or domestic partner status, age, veteran or military status or any other basis prohibited by federal, state, or local law. Discrimination against any employee or applicant based on any of these factors is prohibited.
The anticipated base annual salary range for this role is between $83,000 and $124,600 per year. This role is bonus eligible. The bonus incentive program is based on company meeting or exceeding targets. Please note that the salary range provided is a good faith estimate and is only applicable for roles that are based out of Illinois. The final salary will be determined after considering relevant factors, including, but not limited to, a candidate's qualifications, experience, and work location, where appropriate.
Ardagh Metal Packaging also offer a comprehensive benefits program including medical, prescription, dental and vision coverage with an opportunity to earn a medical/prescription premium reduction by completing a qualified wellness activity. The Company also offers a 401(k) Plan. Ardagh Metal Packaging benefits may be amended at any time.
Nearest Major Market: Chicago
$29k-38k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Andrea Aslanides-State Farm Agent
Finance service representative job in Chicago, IL
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
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
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, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$29k-38k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Adam Garcia-State Farm Agent
Finance service representative job in Chicago, IL
Benefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has been proudly serving the community since October 2017. We currently have four full-time team members and are excited to welcome a fifth. We believe in creating a positive and balanced workplace where people feel supported and appreciated.
We offer two office outings each year (summer and holiday), 8 paid holidays, and 15 days of PTO/sick time with some rollover options. Team members also benefit from a Pre-Tax Health Expense Reimbursement program and a Simple IRA with employer match after two years. Plus, we keep the office stocked with snacks and drinks tailored to everyone's preferences. Conveniently located in Lincoln Square and Albany Park, we're steps away from the Western bus stop and Brown Line for an easy commute.
I'm a graduate of the University of Iowa and have been with State Farm for over 11 years. As a longtime Chicago resident and proud dad of two boys, I love being part of this community. We partner with local organizations like Waters Elementary, the Lincoln Square Ravenswood Chamber of Commerce, and the North River Commission to give back and stay connected.
If you're looking to join a team that values community, work-life balance, and a supportive environment, this could be the perfect place for you.
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Adam Garcia - State Farm Agent, 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. 2d ago
Customer Service Representative
Bradyplus, Inc.
Finance service representative job in Glenview, IL
Provide internal support to assigned Sales Representatives regarding any customer problems, complaints, or requests. Answer customer calls regarding orders, inquiries, and problems/complaints. Place and process customer orders received by phone, fax, Customer ServiceRepresentative, Customer Service, Sales Representative, Manufacturing, Retail, Representative
$29k-38k yearly est. 2d ago
Customer Service Representative
Connect Search, LLC 4.1
Finance service representative job in Naperville, IL
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
$30k-37k yearly est. 1d ago
Customer Service Representative - State Farm Agent Team Member
Alejandro Pizarro-State Farm Agent
Finance service representative job in Gurnee, IL
Benefits:
Competitive salary
Opportunity for advancement
Training & development
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.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Requirements
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Self-motivated
Bilingual - Spanish required
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
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.
$29k-38k yearly est. 2d ago
Bank Specialist
Archdiocese of Chicago, Office of Catholic Schools
Finance service representative job in Chicago, IL
The Archdiocese of Chicago, the third largest in the United States, serves more than 2.2 million Catholics in 216 parishes in Cook County and Lake County, a geographic area of 1,411 square miles. The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 13,000 employees in its systems and ministries, including Catholic Charities, the region's largest nonprofit social service agency. The Archdiocese also has one of the country's largest seminaries. The Archdiocese's 150+ elementary and secondary schools comprise one of the largest U.S. private school systems. Its schools have received 96 U.S. Department of Education Blue Ribbon Awards.
Position Summary
Facilitate the daily responsibilities and functions of the Archdiocesan Bank as they relate to serving the Archdiocese of Chicago's Parishes, Schools and Agencies. Primary areas focus on the management of the capital project process, stock/mutual fund transfers, and processing daily activity for the internal bank of Parish FinancialServices (PFS) and treasury related transactions for the Pastoral Center (APC). Provide cross-coverage for investment associate's duties.
Responsibilities
Enter capital projects in Lawson, process the construction payments for parishes and resolve discrepancies as they arise
Identify stock donations by donor/stock and process credits to appropriate recipients
Enter wire/ACHs for the PFS and APC; create check payments and positive pay files
Handle various banking issues related to deposit
and withdrawal requests
* Backing up Investment Associate to include:
Process investment transactions including coordinating all documents for completion & execution by entering transactions in custodian's system as well as
coordinate related accounting and bank entries as needed
* Work on special projects as they arise
Qualifications
Required:
College bachelor's degree in business or equivalent combination of education and professional experience
1 to 3 years of related work experience in banking or a business' financial department
Strong customer service & communication skills
Works well in a team environment and with tight deadlines
The Archdiocese of Chicago offers a comprehensive total rewards package to include competitive compensation and benefit programs. Information about our benefit programs is available here.
This position has a salary range of $58,662.80 - $70,000. An employee's pay within the salary range will be based on many factors including but not limited to: relevant education, qualifications, experience, skills, geographic location, and organizational needs.
$58.7k-70k yearly 2d ago
Relationship Banker
Bank of America Corporation 4.7
Finance service representative job in Des Plaines, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 5d ago
Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Chicago, IL
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$73k-134k yearly est. Easy Apply 60d+ ago
Investment Banker - Industrials (Automotive) - Managing Director
Jpmorgan Chase 4.8
Finance service representative job in Chicago, IL
We are seeking a seasoned Managing Director to join and help lead our industry-leading Automotive Investment Banking team. As a Managing Director in our Industrials/ Automotive Investment Banking Group, you will play a vital and accountable role in leading the strategic dialogue with clients. You will be responsible for sourcing and executing J.P. Morgan's Investment Banking products including M&A, Equity and Debt. You will work closely with colleagues from industry and product teams to deliver leading Investment Banking solutions to clients.
**Job Responsibilities**
+ Sourcing new clients and executing M&A, Equity and Debt transactions on behalf of sponsors and strategic clients
+ Working with Industry & Product Bankers to advise Automotive Companies on integrated financial solutions
+ Following up and coordinating all deals and requests from clients and coordinating other internal teams, as well as external professional consultants
+ Providing timely market information
+ Participating in business and company events to identify new business opportunities and pitch for new clients
+ Leading and/or participating in meetings with support of internal partners
+ Providing leadership, mentorship and supervision to relevant team members
**Required qualifications, capabilities and skills**
+ Proven track record of success in a senior investment banking role, with a minimum of ten years relevant experience
+ Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
+ Very strong quantitative and analytical skills
+ Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
+ Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
+ Ability to comfortably interact with clients in a professional and mature manner
+ Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $300,000.00 - $500,000.00 / year
$139k-228k yearly est. 60d+ ago
Senior FX Futures and Spot Trader
Trans-Market 4.0
Finance service representative job in Chicago, IL
Who We Are
Founded in 1980 as Aardvark Financial, TransMarket Group (TMG) is a privately held global markets proprietary trading firm in Chicago. We use next-generation technology to capture opportunities around the world and manage risk in financial markets. Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create.
TMG is a well-established and profitable business as a respected member of the global financial system for over 40 years, but also is like a startup because the potential of our group is at least one order of magnitude greater than what we are currently producing. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are dedicated to enhancing the global economy by facilitating risk transfer and restoring price equilibrium. At TransMarket Group, you'll collaborate with a team committed to eliminating inefficiencies and managing risk in the world's financial markets. As a Senior FX Futures and Spot Trader, you'll leverage the firm's robust capital base and resources to elevate your trading strategies. The ideal candidate possesses a proven track record of disciplined trading, niche expertise in FX markets, and exceptional risk assessment and management skills.
Responsibilities
Utilize deep expertise in FX market fundamentals, quantitative modeling, and risk management to trade FX futures and spot instruments.
Develop and maintain quantitative tools and analytics for strategy optimization.
Manage real-time execution of trading systems, ensuring efficient trade execution.
Collaborate with fellow traders to share insights and refine trading strategies.
Mentor Junior Traders, fostering their development and understanding of FX markets.
Requirements
Minimum of 5 years of experience trading FX futures and spot markets with a consistent track record of profitability.
Bachelor's, Master's, or Doctorate in Financial Engineering, Statistics, Mathematics, Computer Science, or a related field.
Strong understanding of FX market structures, including spot, forwards, and futures.
Demonstrated passion for financial markets and trading.
Proficient in Python or similar programming languages for quantitative analysis.
Attention to detail with the ability to make sound judgments under pressure.
Strong work ethic and a collaborative mindset.
Ability to thrive in a fast-paced trading environment.
This position requires physical presence and is on-site (all 5 days) at our office in Chicago, IL.
Benefits
We offer one of the most generous profit sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our full-time employees and their families.
TransMarket Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$81k-145k yearly est. Auto-Apply 60d+ ago
Equity Trader
Open Roles
Finance service representative job in Chicago, IL
Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, and optimized in-house, our engineers and technologists collaborate with our traders to deliver tools and functionality designed to support their needs. Our passion for the markets and our drive to succeed have propelled our track record of growth and profitability for over 20 years. At Trillium, we are a team of problem solvers and independent thinkers dedicated to seizing market opportunities.
We are headquartered in New York City, with additional trading floors in Chicago and Miami. To learn more about Trillium, visit ************
The Role:
As an Equity Trader, you will gain direct exposure to the markets while mastering our proprietary trading tools and strategies. From day one, you'll work side-by-side with an experienced trainer and be immersed in a diverse mix of trading strategies, developing both the technical skills and judgment needed to succeed in a fast paced environment.
Within your first month on the desk, you'll actively trade and manage firm capital under close mentorship, honing your ability to make split-second buy and sell decisions on our proprietary keyboard-based trading platform. Along the way, you will develop a deep understanding of U.S., Canadian, and OTC equity markets, as well as the U.S. options market.
We invest heavily in education and development for both new and veteran traders, offering a mix of classroom sessions and on-demand resources to support continuous growth. This structure helps strengthen your quantitative, analytical, and research skills, while deepening your knowledge of economics, risk management, and market structure.
Continuous improvement is at the core of our trading culture. Traders are challenged to refine their strategies, expand their perspectives, and grow every day. If you're competitive, curious, and eager to be rewarded for your performance, you'll find the platform, mentorship, and resources to build a lasting career here.
This position is open in any of our three locations: New York, NY | Chicago, IL | Miami, FL (please only apply to your top choice).
Compensation:
Annual base salary of $58,000-$66,300 (gross)
Monthly P&L-based bonuses (contingent on trading performance)
Responsibilities:
Research market microstructure patterns to uncover inefficiencies
Collaborate with your trainer and other traders during daily trade reviews
Stay informed on industry and market news
Participate in educational seminars and group discussions with senior traders
Learn and apply our proprietary trading tools and platforms
About You:
You are enthusiastic, motivated, and proactive, with a strong desire to learn and grow in a performance-driven environment. The ideal candidate:
Has a resourceful, team-oriented, and entrepreneurial mindset, demonstrated through extracurriculars, group projects, or academic achievements
Is analytical, intellectually curious, disciplined, and deeply interested in financial markets
Thrives in competitive, fast-paced settings and adapts well to challenges
Holds (or is pursuing) a degree in economics, mathematics, business, finance, or a related field
Please note, Trillium will not sponsor applicants for work visas
Job Requirements:
The position is intended for soon to be college graduates (Fall/Winter 2025 or Spring 2026 graduation) with a cumulative 3.5+ GPA
Benefits and Perks:
Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays
Trillium sets itself apart with a collaborative culture built on mutual respect and a shared commitment to excellence. Many of our team members have chosen to build their entire careers here, drawn by an environment that values long-term growth, fosters innovation, and creates a truly great place to work.
Trillium offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre- tax commuter benefits, and catered lunches.
Trillium is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Trillium are based on merit, qualifications, and the needs of the company. Trillium does not discriminate on the basis of race, creed, color, religion, sex, national origin, age, disability, predisposing genetic characteristics, ancestry, military status, family care status, marital status, sexual orientation, domestic violence victim status, gender identity or any other legally protected basis protected by applicable law. Applicants who are interested in applying for a position and require special assistance or a reasonable accommodation due to a disability should contact ****************.
$58k-66.3k yearly Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Elgin, IL?
The average finance service representative in Elgin, IL earns between $24,000 and $56,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Elgin, IL
$37,000
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