Finance service representative jobs in Elkhart, IN

Shift Available: 4:30 PM - 9:30 PM Customer Service Representatives are responsible for assisting Dayton Freight customers with a variety of inquires including freight pickup requests, rate quotes or freight charges, hot shipments, shipment tracing and appointments or special requests. Responsibilities Assist the Service Center Manager Take and deliver messages for the Service Center Manager and Account Managers Provide assistance to Drivers Prepare bills of lading and delivery receipts Maintain excellent communication with external and internal customers as well as interline companies May be asked to assist with: Payroll Data entry Freight reports Driver collect reports Billing and filling Qualifications Skillful in Microsoft Office Programs Excellent keyboarding skills Has worked in a fast paced environment and has excellent attention to detail Experience with handling a high volume of phone calls Exceptional communication and customer service skills Benefits Stable and growing organization Competitive weekly pay Quick advancement Customized training program Professional, positive and people-centered work environment Modern facilities

As a Customer Service Representative, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed. **Responsibilities:** + Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints. + Process payments for cash account customers. + Research and resolve customer problems, acting as the customer liaison between other departments when necessary. + Back-up support to sales counter with walk in and telephone inquiries. **Qualifications:** + High School Degree or Equivalent required + Associates' Degree (U.S.)/College Diploma (Canada) preferred + 2-4 years of relevant experience + Solid interpersonal skills that allow one to work effectively in a diverse working environment + Able to effectively communicate both verbally and in writing + Able to work well under pressure + Strong attention to detail + Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times + Computer literate, including effective working skills of MS Word, Excel, and e-mail \#LI-HD1 At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here (******************************************************************* and apply online today! Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company. _Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _ _Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._

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 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

Building the people that build the world. With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world. This is a position with The Marley Company, a parent company which provides administrative support to the SPX Enterprises HVAC Heating businesses (such as WM Technologies, LLC, Marley Engineered Products, LLC, Patterson-Kelley, LLC) and includes all Weil-McLain branded products. How you will make an Impact (Job Summary) SPX is a diverse team of unique individuals who all make an impact. As a Customer Service Representative, you will provide communication and problem solving support to Weil-McLain's field sales offices and customers with respect to processing of orders and resolution of claims. A Customer Service Representative is assigned to a specific sales area and customer accounts. CSR's provide backup support daily for a secondary area, as well as maintaining coverage within the department. What you can expect in this role (Job Responsibilities) While each day brings new opportunities at SPX, your core responsibilities will be: Order Review and Processing Receives and reviews customer purchase orders for accuracy and clarity. Communicates with the customer directly if the order is unclear or if further detail is needed. Enters orders via the order entry system with strong attention to detail and accuracy. Assures that non-standard custom orders are submitted to the Commercial Order Department for entry. Assures that all requests for order expediting are communicated to the appropriate parties and that follow-up communications are conveyed back timely to the customer once the status of expediting attempts are known. Anticipate customer needs by providing proactive communication regarding order status with a customer centric mindset. Claims & General Customer Support Receives, researches and resolves all types of customer claims including warranty, damages, shipment & pricing discrepancies. Communicates and coordinates with all parties involved in resolution and closure of claims. Research customer debits, document findings and close either by issuing a credit to the customer or issuing a chargeback invoice for repayment. Ability to learn product lines and assist with part identification. Communication and Team Support Communicates directly, promptly, and courteously with customer account base, field sales personnel and internal teams via telephone/e-mail/instant message concerning orders, claims and other general customer support inquiries. Provides backup coverage to other CSR's as needed. What we are looking for (Experience, Knowledge, Skills, Abilities, Education) We each bring something to the table, and we are looking for someone who has: Required Experience 2-3 years of previous customer service experience. Background in a customer service manufacturing setting is a plus. Previous call center experience strongly preferred. Previous understanding of shipping and accounting processes a plus. Preferred Experience, Knowledge, Skills, and Abilities Must possess high-level written and verbal communications skills. Must possess strong keyboarding skills, both alpha and numeric. Excellent interpersonal skills displayed with both internal teams and external customers. Experience in professional conflict resolution and de-escalation. Demonstrates strong multi-tasking, prioritization and prompt follow-up skills with the ability to quickly return focus to task after interruption. Proficient in basic math skills as it relates to product pricing, discounts and adjustments. Must be skilled in Microsoft Office applications: Outlook, Excel, and Word. Ability to work in a team-oriented environment that is fast paced and demanding with varying communication styles. Ability to learn all aspects of operating systems used as it relates to the role for order entry and claims processing. Experience with JD Edwards and EDI a plus. Education & Certifications High school diploma or the equivalent is required. Associate's or Bachelor's degree preferred. Travel & Working Environment Minimum travel may be required. Less than 5%. Workplace is onsite in an office setting. How we live our culture Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads. What benefits do we offer? We know that the well-being of our employees is integral. Our benefits include: Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave Competitive health insurance plans and 401(k) match, with benefits starting day one Competitive and performance-based compensation packages and bonus plans Educational assistance, leadership development programs, and recognition programs Our commitment to embrace diversity to build a culture of inclusion We value different backgrounds, experiences, and voices, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential. We are an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.

Minimum Qualifications Bachelor's degree in related field from an accredited institution, or equivalent combination of education and experience. One year's relevant experience. Strong interpersonal, written and verbal communication skills. Familiarity of federal, state and institutional financial aid regulations and guidelines.

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

Job Description Responsible for total customer and sales representative satisfaction in order management Provides sales regions with prompt, quality service and support in a variety of areas including, but not limited to order entry, converting, order management (date matching, expedites), temp requests, weld warranty replacements, sample orders, and troubleshooting various order inquiries Prompt response to and resolution to Sales Rep issues (questions, requests, etc.) to the Reps satisfaction per company procedures and standards Effectively communicate with sales reps, regional managers, and other teams/departments (IBP, Schedulers, AR, Service Parts, Marketing) Perform administrative duties, run reports and special tasks/projects associated with support of capital sales business Accountable for the relaying of all communication from customers and sales force to internal teams related to order management and/or the manipulation to the scheduled deliver dates of capital equipment Back-up to Customer Support team when needed Will follow a standardized order entry process to ensure 100% accuracy for all orders (as defined by the company) that are submitted via phone, electronically or by fax. Accountable for all record-keeping as appropriate and in accordance with specifications. Must meet all training and documentation criteria. by company, departmental policies and regulatory procedures, identifying and recording all productivity issues or concerns to help root cause problems Builds relationships and fosters teamwork with fellow team members, leadership and individuals within other departments. Prioritizes and identifies activities and tasks, adjusting priorities when appropriate. Shift Label: 1st Shift 8:00 AM - 5:00 PM Monday, Tuesday, Wednesday, Thursday, Friday Shift Comments: Hybrid after fully trained M-W in office Th & F WFH

Labcorp is seeking a Customer Service Support Representative to join our team in South Bend, IN. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a wide variety of questions while ensuring a world-class customer experience. The ideal candidate will be passionate about Customer Service and motivated to work with a customer-centric team in an innovative company. Work Schedule: Monday - Friday 3:00pm-11:30pm, Weekend and Holiday rotation. Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here. Job Responsibilities Act a liaison between Labcorp, the customer base and patients Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet Speak with customers in a courteous, friendly, and professional manner using protocol procedures Inquire, clarify, and confirm customer requirements and understanding of the solution Provide additional customer education and information as needed Qualify and establish inbound new customers requesting Labcorp's products and services Work in multiple databases to research complex issues and questions Notify clients of test results in a timely and accurate manner Review test forms for accuracy and report any discrepancies Participate in activities designed to improve customer satisfaction and business performance Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance Requirements High School Diploma or GED equivalent required Associate's degree or higher is highly desired Previous experience in a customer service role Experience working in a contact center/call center environment is preferred Prior healthcare industry, such as a physician's office or a hospital highly is a plus Knowledge of Microsoft Office suite is required Experience with Salesforce.com and/or Laboratory Information Systems is preferred Strong verbal and written communication skills and excellent ability to listen and respond Must be courteous with strong customer service orientation Excellent multitasking abilities required Strong flexibility and the ability to manage and adapt to changing priorities quickly Bilingual in English and Spanish highly desirable If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today! Labcorp is proud to be an Equal Opportunity Employer: Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to apply If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.

Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an experienced Business Banker for their Elkhart, Indiana location. This role is focused on growing and managing a commercial banking portfolio of $15-$25MM. Key Responsibilities: Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products. Develop new business opportunities by expanding the client base and promoting bank services. Assess credit risks and recommend risk mitigation strategies. Effectively manage and document client relationships and commitments. Ensure compliance with bank policies, legal requirements, and complete necessary training. Qualifications: Minimum of 3 years in commercial banking as a credit analyst or underwriter (preferred). Bachelor's degree in business, economics, or finance (preferred). Proven relationship-building skills and strong communication abilities. Proficiency in Microsoft Word and Excel; knowledge of treasury services products. Customer-focused with the ability to multitask in a fast-paced environment.

CFX Member Experience Representative CFX prides itself on being different from the typical expensive and intimidating gym center; we offer a comfortable workout environment, state-of-the-art equipment, and total convenience - for less! Build a rewarding career while helping others achieve their fitness goals! CFX exists to provide our communities the very best value in fitness, in the quickest and most convenient way possible. We our dedicated to providing our members a place to experience a healthy lifestyle through support of our dedicated, knowledgeable staff, quality equipment, and a clean, comfortable atmosphere. The Member Experience Representative is the first and last point of contact when members enter and leave the facility. They are responsible for greeting all members, checking-in members, answering questions, cleaning, and assisting managers with selling memberships. What we offer: Free gym membership and employee discounts Motivating team atmosphere and support system Significant company growth and advancement opportunities Responsibilities: Greet all members Assist with sale transactions Convey information to members and/or direct the situation to the appropriate person. Sign in members accurately Add and update information in specialized software programs Keep the front desk area organized and neat Assist with maintenance of facility Arrange equipment, weights or mats appropriately Maintenance and stock restrooms as necessary Maintain a high level of customer service when greeting members and answer questions knowledgeably Dress appropriately based on CFX standards Salary Description $8.25 to $14.00 per hour

Requirements Bachelor's Degree: Business, Finance area of study or equivalent work experience. Three years successful financial services sales experience. Life, health and variable insurance license required Candidate with previous financial industry experience will be considered with completion of licenses within 6 months of starting role. FINRA Securities Industry Essentials Examination, Series 6, and Series 63 preferred as optimal for the role. Demonstrated ability to effectively build business relationships with diverse clients. Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience. High level oral and written communication skills. Salary Description $20/hour

Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Job DescriptionRoleTo provide excellent member service while assisting members with their financial transactions, including cashing checks, accepting deposits, transferring funds, receiving loan payments, and providing member account information. Major Duties and Responsibilities Receives and processes deposits by cash or check via in person, night depository, or by mail. Disburses share withdrawals by cash or check. Processes coin. Receives and processes loan payments and IRA or HSA contributions. Processes Visa payments and cash advances. Sells money orders, gift cards, and cashier's checks to members. Balances cash drawer and daily transactions. Scans checks and teller work daily. May perform vault responsibilities and approve transactions for less experienced MSRs. May open, close and maintain consumer checking and savings accounts, CDs, IRA's and HSA's. Responds to members basic questions concerning their accounts. Refers issues that are beyond their knowledge or authority to the appropriate staff member. Welcomes members and provides routine information concerning products and services. Identifies cross-sell opportunities and cross-sells services to members. Directs members to appropriate department for specific information and service. Updates basic member account information on core system and performs file maintenance. Performs other duties as assigned. Position QualificationsOne to twelve months prior cashing handling and customer service experience preferred High School Diploma or HSEExcellent cash handling and member service skills (outgoing!) Extremely detail oriented Basic knowledge of personal computer operations and related software programs Ability to work as a team member Ability to cross-sell Beacon products and services according to member needs Standard position hours are Monday/Wednesday 8-5, Thursday/Friday 12-5 & Saturday 9-12 (2 Saturday off per month). Approximately 20-24 hours/week. Flexibility is requested as hours may vary based on member center coverage needs. Available Benefits Include:- Benefits adjustment ($200 per whole month worked)- Incentive/bonus program- 401(k) match- and more! Job Posted by ApplicantPro

Reports to the Manager, Business and Member Services. Is primarily responsible for obtaining club memberships and participating in special events, promotions and planning. Makes inside sales presentations to prospective Beacon Health & Fitness members. Conducts tours of the Beacon Health & Fitness. Works in collaboration with Beacon Health & Fitness management team on customer service initiatives to enhance sales effectiveness and member retention. MISSION, VALUES and SERVICE GOALS * MISSION: We deliver outstanding care, inspire health, and connect with heart. * VALUES: Trust. Respect. Integrity. Compassion. * SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: * Completing other job related duties and projects as assigned. * Participating in center special events. Makes sales presentations to prospective Beacon Health & Fitness members to promote member sales and retention by: * Personally sells center memberships, through the development of new leads, center tours, phone and email inquires and prospecting of all lead sources. * Identifying potential customers and markets and initiating prospect by conductions sales, through the development of new leads, facility tours, phone and email inquiries and prospecting of all lead sources. * Handling prospect inquiry calls to convert calls into scheduled appointments; following up on all interactions with prospects. * Arranging and conducting effective tours of the facility for prospective members; promoting features/programs which meet individual needs. * Conducting one-on-one, small group or large group sales presentations at Beacon Health & Fitness. * Making off site sales presentations to prospective members or accounts. * Initiating follow-up calls with individual/groups identified through marketing efforts. * Coordinates and assists in member and prospect mailers. * Meets or exceeds weekly, monthly and annual sales goal as determined by Manager, Business and Member Services. * Prepares weekly, monthly and annual sales reports as assigned. Supports the H&LC management team by: * Communicating enrollment with Manager of Business & Member Services and fitness staff after the sale. * Following up with new members to ensure smoothness of enrollment process and that their expectations are met. * Providing member sales/service data for computer tracking system. * Working with H&LC team to maintain/improve high standards of customer service; leading to higher levels of member retention. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: * Attends and participates in department meetings and is accountable for all information shared. * Completes mandatory education, annual competencies and department specific education within established timeframes. * Completes annual employee health requirements within established timeframes. * Maintains license/certification, registration in good standing throughout fiscal year. * Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. * Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. * Adheres to regulatory agency requirements, survey process and compliance. * Complies with established organization and department policies. * Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: * Leverage innovation everywhere. * Cultivate human talent. * Embrace performance improvement. * Build greatness through accountability. * Use information to improve and advance. * Communicate clearly and continuously. Education and Experience * The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a high school diploma or equivalent. Bachelor's Degree in Business, Marketing or a related field is preferred. A minimum of one year of clerical and customer service experience is required. A minimum of one year of successful sales experience with knowledge of the health and fitness industry is preferred. Knowledge & Skills * Possesses knowledge of the fitness and wellness industry in order to understand and match the programs, facilities and services offered at the Beacon Health and Fitness with potential member needs. * Requires the ability and knowledge of prospecting, selling techniques and follow-up skills to capitalize on potential sales leads. * Demonstrates problem-solving skills with the ability to overcome objections and has a track record of success in closing sales. * Demonstrates the interpersonal and communication skills (both verbal and written) necessary to communicate and present a sincere interest in improving the health and well-being of the general public. * Requires the proficiency in computer software applications (i.e., word processing, graphics, etc.) necessary to perform the essential functions of the position. * Possesses a personal commitment to positive fitness and health practices and presents an image consistent with a fit and healthy lifestyle. Working Conditions * Works in a fitness club and office environment. * Requires ability to work flexible hours, including weekends. Physical Demands * Requires the physical ability and stamina to perform the essential functions of the position. #BHNursingSupport25

Bank Michigan is seeking career-minded candidates for a Full Time Personal Banker (aka Teller) to assist in our Brooklyn Branch. In addition to a professional, customer-focused demeanor, candidates should have previous customer service and cash handling experience, an appetite to learn/grow and be proficient with technology required. JOB SUMMARY Provides superior customer service while performing over-the-counter deposit/loan transactions, product/service sales and problem solving. Prior banking experience preferred. Job Responsibilities: Primary: Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records. Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances. Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit boxes, traveler's checks and money orders. Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into computer. Generates customer receipts. Places holds on accounts for uncollected Counts, checks and packages coins and Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary. Is responsible for checking night depository bags and recording proper information on the financial institution's forms. Uncovers customer needs and assists them in opening accounts/services to meet their Next day review of all account documentation/CIP Scanning and uploading all necessary account Daily balancing of ATM Ordering of customer checks/deposit Process daily night drop Assisting customers with Online Banking Services: set up, password resets, Responsible for opening and closing the Works harmoniously and collaboratively with team members to accomplish bank Other: Assist with other duties as assigned. See attached job description for full position details EEO Statement: Bank Michigan provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.

The Financial Aid Services Specialist has the first responsibility for welcoming visitors to the Office of Financial Aid, answering general department phone calls and emails, and coordinating the financial aid application and process flow, manages office supplies, and supervises the financial aid student employees. The Financial Aid Services Specialist will monitor the aid application and awarding processing flow and communicates with current and prospective students and parents regarding the aid application process, status of aid processing, next steps required and understanding aid information. This position is the main contact in the Office of Financial Aid for student employment questions from campus supervisors. The Financial Aid Services Specialist trains and supervises the office's student employees, and will run reports, generates emails and mails appropriate correspondence, including letters such as Missing Pieces letter, SAP letters, special mailing, etc The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities and requirements . Minimum Qualifications Graduation from high school or an equivalent combination of education and experience. At least two years of prior experience of a qualifying nature. The ability to type at a rate of 60 wpm. One-year prior experience in using a personal computer. One-year prior experience working with spreadsheets, databases, mail merges, report generation. Excellent communication and customer service skills, both verbal and written. The ability to organize and prioritize a variety of competing job responsibilities. Comfort in talking to individuals about their personal financial issues while maintaining the guidelines of FERPA privacy. The ability to project a positive public image. Preferred Qualifications Prior working experience in financial aid or an understanding of financial aid principles. Schedule 40 Hours/ 12 Months/ Monday - Friday 8:00am - 5:00pm

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

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 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

Job DescriptionDescription: Under the direction of credit union management and with on-the-job coaching from the Financial Service Representative (FSR), build meaningful relationships with members to understand their financial goals and provide personalized solutions that enhance their overall experience. As a credit union employee registered through LPL, offer both credit union services and investment/insurance products to help members achieve financial well-being. Collaborate with credit union staff to increase awareness and confidence in investment and insurance options by demonstrating how these solutions complement traditional credit union offerings. Cultivate strong relationships with members by consistently using the prescribed sales process. Hold client facing meetings to offer a limited product set of annuities, insurance and mutual funds. Proactively acquire new mass market consumer and investment customers, and deepen existing relationships, through outreach and pre-planned appointments. Maintain deep knowledge and understanding of deposit, credit and investment financial solutions and services. Provide financial advice and establish accounts for insurance, investment and retirement needs. Build relationships with branch colleagues, members and partners to acquire, deepen and retain relationship, as well as to help customers succeed financially. Recognize and refer members with more complex needs to the Financial Services Representative (FSR). Interview and open accounts for members. Know the benefits, features and underwriting requirements of all Consumer and Mortgage Loan products. Complete in-branch loan process with members as needed. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. Acquire and sustain proficiency in Microsoft Office Suite, CRM software and account opening solutions, included but not limited to ClientWorks, Annuity Order Entry (AOE) and other applicable applications. Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer. #zr Requirements: Bachelor's Degree: Business, Finance area of study or equivalent work experience. Three years successful financial services sales experience. Life, health and variable insurance license required Candidate with previous financial industry experience will be considered with completion of licenses within 6 months of starting role. FINRA Securities Industry Essentials Examination, Series 6, and Series 63 preferred as optimal for the role. Demonstrated ability to effectively build business relationships with diverse clients. Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience. High level oral and written communication skills.