Financial Representative Trainee (Sales) - Milwaukee, WI
Finance service representative job in Waukesha, WI
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Proprietary Equity Traders Wanted
Finance service representative job in Rockford, IL
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 structure
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 One State Street Plaza 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 ***************************
Easy ApplyCustomer Service Representative
Finance service representative job in Union Grove, WI
Responsive recruiter Benefits: * SARSEP Retirment Match * Weekly Wellness Time Off * Employee discounts * Opportunity for advancement * Paid time off Meredith's Culligan Water is seeking an individual experienced in customer relations. The Customer Service Representative works directly with customers to discuss orders, resolve problems, and meet related needs. To be a successful Customer Service Representative, you should be detail-oriented, organized, and have strong interpersonal and communication skills.
Responsibilities
* Schedule service and delivery orders via phone, emails, text, and in person
* Quick problem solving skills to help customers with unique needs
* Strong attention to detail, this is a dynamic role
* Provide proactive sales support by developing close relationships with customers
* Coordinate schedules with the service/operations team
* Contact customers for purposes of scheduling additional services or offering maintenance plans
* Refer unresolved customer grievances to designated departments for further investigation
Desired Qualities
* Top notch communication skills, both written and verbal
* The ability to be a team player with a smile
* Minimum of two years of customer service experience
* Strong time management and project management skills
* Proficient in Microsoft Office & Software (word, excel, google suite)
* Multi-tasking ability with multiple software programs
* Willing to become a water treatment expert through training
Benefits/Perks
* Medical insurance
* Dental insurance
* SARSEP Retirement with company match
* Vacation, paid time off
* Company-paid training
* Employee discounts for Culligan in-home products
* Additional perks available
About Culligan
As the world's leading water experts, we are dedicated to delivering high-quality water solutions to residential, commercial, and industrial customers. Culligan International offers technologically advanced, state-of-the-art water filtration products, including water softeners, water filtration systems, industrial water treatment solutions, drinking water systems, and whole-house filtration systems.
Compensation: $16.00 - $19.00 per hour
About Culligan
Great tasting water. Brighter future. Bigger job opportunities. Culligan is making a real difference in the lives of people all over the world by providing better, cleaner water through our suite of innovative products and exceptional customer service. Join the Culligan team. Apply for a job now.
Culligan provides healthy, delicious water for our customers in their homes, offices, businesses, and industrial facilities around the world. Our complete line of water softeners, water filtration systems, commercial and industrial water treatment solutions, drinking water systems, whole-house filtration systems and bottled water delivery options set the standard in the water treatment industry.
This location is independently owned and operated. Your application will go directly to the owner, and all hiring decisions will be made by the management of this location. All inquiries about employment at this location should be made directly to the location owner, and not to Culligan Corporate.
Customer Service Representative (Part-Time)
Finance service representative job in Rockford, IL
Shift Available: Morning | Monday - Friday * Stable and growing organization * Competitive weekly pay * Quick advancement * Customized training program * Professional, positive and people-centered work environment * Modern facilities * 401(k) plan, Company Match
Responsibilities
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.
* 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
* Legally eligible to work in the United States
* Must be at least 18 years of age
* Fluent in English
Benefits
* Stable and growing organization
* Competitive weekly pay
* Quick advancement
* Customized training program
* Professional, positive and people-centered work environment
* Modern facilities
* 401(k) plan, Company Match
Starting Pay: $18.00/hour.
Pay does vary depending on relevant industry experience.
Auto-ApplyDining Services Associate
Finance service representative job in Rockton, IL
Start a meaningful career as a Dining Services Associate with Highview in the Woodlands, a Wesley Willows Community.
Make a difference in someone's life every day. Join the Wesley Willows family, where your work is more than a job-it's a fulfilling journey of personal and professional growth, guided by strong ethics and a commitment to compassionate service.
Why Join Us?
Make an Impact: This is your opportunity to make a difference in the lives of others!
Competitive Pay: $15.00 - $16.50/hour + credit for experience
Schedule: Part-time, with both days and evening hours required, 6:00 AM - 2:30 PM, and 11:00 AM - 7:30 PM.
Supportive Team: We value our team members just as much as the people we serve
Quick Hiring: Apply today and hear back within 48 hours
What You'll Do:
Assist with meal preparation and service to support resident dining needs
Maintain clean, safe, and organized dining and food prep areas
Follow dietary and infection control guidelines
Provide respectful and supportive mealtime assistance
Observe and report changes in residents' eating habits
What You'll Need:
Must be 16 years of age or older (required)
Must have a state food handlers' card or be willing to obtain one within 30 days of employment (required)
Experience in food service or long-term care, especially memory care or assisted living (strongly preferred)
High school diploma or GED (preferred)
Ability to work with patience, sensitivity, and empathy
Benefits Available to You:
Medical Insurance
Dental Insurance
Vision Insurance
Flexible Spending Accounts
403(b) Retirement Plan with Employer Match
Life/AD&D Insurance
Short- & Long-Term Disability
Accident, Critical Illness, and Hospital Indemnity Insurance
Mail Order Pharmacy
Telemedicine
Wellness Programs
Employee Assistance Program
To apply, please complete the required questionnaire. We accept applications on a rolling basis.
We are an Equal Opportunity Employer and are committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, medical condition, genetic information, marital status, veteran or military status, citizenship status, pregnancy (including childbirth, lactation, and related conditions), political affiliation, or any other status protected by applicable federal, state, or local laws.
We are committed to providing an inclusive and accessible recruitment process. If you require accommodations during the interview process, please let us know. Reasonable accommodations will be provided upon request to ensure equal opportunity for all applicants.
Applicants for this position must be able to produce a negative drug test. Applicants may be subject to a background check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, this organization will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position's essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, this organization retains the right to change or assign other duties to this position.
Our Commitment to Health & Safety The wellbeing of our residents and team members is our top priority. To help keep everyone safe, we ask all team members to receive a yearly flu shot (with medical and religious exemptions available). While we do not require the COVID-19 vaccine for employment, we do collect vaccination status in accordance with health guidelines. This helps us keep our community informed, safe, and prepared.
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pQGZkJ9DOe
Associate Banker
Finance service representative job in Janesville, WI
Application Deadline:
12/30/2025
Address:
1404 Creston Park Drive
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplySales & Customer Service Representative -(Base Pay + Bonus Incentives)
Finance service representative job in Huntley, IL
With aggressive growth, expansion plans and ambitious goals, Skyline Management leads in strategic thinking and execution. Teamwork is the ability to work towards the vision by utilizing direct accomplishments toward organizational objectives. Comprised of problem solvers and strategic thinkers, they work united in the direction of their common goals. Their goals include reshaping loyalty in the retail industry, revolutionizing Fortune 100 marketing & sales programs for consumer loyalty and representing the top brands in home entertainment. At Skyline Management's commitment to teamwork helps them accomplish every goal set.
Job Description
Skyline Management is looking for a self-motivated, goal oriented, and ambitious individual to join our team in an Entry-Level customer service and sales position with opportunity for rapid advancement into recruiting, team leadership, and direct personnel management in the Dundee area.
Skyline Management specializes in face to face, INSIDE sales and customer service for some of the largest, most well-respected brands in the world. Because this is inside marketing & sales, our customers come to us - so no outside or door to door sales are involved. We believe in 100% internal, merit-based promotions from entry-level to management - so every member of our team must begin in sales / marketing and has an equal opportunity to advance into HR, recruiting, and management.
Growth Opportunities
As an Entry-Level customer service and sales representative, your primary responsibilities will include face to face inside customer service and sales representing major brands in big box stores.
We quickly promote and train high performers in the areas of:
•Recruiting
•Sales support and training
•Office management
•HR
•Social Media Management
•Business administration.
As a growing organization that has expanded over 300% since 2009, we also provide partnership opportunities for our managers and travel/training opportunities for our top performers. Please be sure to inquire if you are selected for an interview!
Job Requirements
If you are:
•Lazy
•Unmotivated
•Boring
•Looking for a Desk Job With No Advancement
•Devoid of Personality, a Sense of Humor, and/or the Ability to Take a Joke . . .
Please do not apply, as these traits are contagious, and we would prefer not to catch them. Plus, we would find out anyway, and we might as well save ourselves the time.
Ideal candidates must possess:
•Strong interpersonal skills.
•A positive, stellar attitude.
•A strong desire to win and be the best.
•A love of adventure.
•Mental Toughness and Resilience
•A desire to have FUN at work - while you work harder than anyone else you know.
A four-year degree is preferred but not required. If you don't have your degree, but you still feel like you are a great fit, we encourage you to take a leap and apply! We are looking to fill openings IMMEDIATELY. Please APPLY NOW through CareerBuilder, and your resume will be reviewed by our Human Resources Manager. Good luck, and to those of you who meet the criteria, we can't wait to meet you!
Additional Information
All your information will be kept confidential according to EEO guidelines.
Customer Service Rep(05882) - 437 Hughes Rd.
Finance service representative job in Madison, WI
auburn-washburn
DAKS, Inc owns and operates 41 Domino's Pizza stores in and around Houston, Texas and in and North Alabama. We're looking for great people to join our team!
We believe in creating value and making a difference in customers' and Team Members' lives every day, one order at a time.
Daks, Inc had its beginnings in 2003 when we opened our first Domino's Pizza store in Liberty, Texas. Over the next 15 years, we have grown to 41 stores in Texas, and Alabama, with over 1,000 employees.
Daks, Inc is family owned and has created an extensive family of people passionate about pizza. Currently we have numerous employees with over 15 years of service, in an industry that routinely has over 100% annual employee turnover rates. Some have even moved on to become Domino's Pizza franchise owners.
DAKS, Inc strives to grow our business by developing great, friendly people who will take pride in serving our customers with a smile, and a perfect product every time.
Job Description
We are looking for a customer-oriented service representative. A customer service representative, or CSR, provide product/service. The best CSRs are genuinely excited to help customers. Problem-solving comes naturally to customer care specialists. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.
Responsibilities
Manage large amounts of incoming calls Assist in preparing food orders Daily and weekly cleaning tasks Identify and assess customers' needs Handle customer complaints and provide appropriate solutions Follow procedures, guidelines and policies
Qualifications
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Customer Service Representatives must be at least 16 years of age.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Medical Customer Service Rep
Finance service representative job in Janesville, WI
By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my knowledge.
Job Description
Please take this virtual tour to get a sneak peek of one of our Plasma Donation Centers.
About the role:
Every day, the donors you meet will motivate you. The high-quality plasma you collect will become life-changing medicines. Here, a commitment to customer service and quality is expected. You will report to the Plasma Center Manager and will perform as a plasma donor screener and perform phlebotomy to support plasma center operations.
How you will contribute:
* You will answer phones, and greet and focus on our donors, while ensuring the safety of donors and our team.
* You will screen new and repeat donors and take and record donor vital signs and finger stick results.
* You will use our Donor Information System, prepare donor charts, maintain accurate records, and coordinate donor compensation.
* You will help identify operational opportunities for continuous improvement and initiate changes to center processes using company approved procedures.
* You will be there for our donors, which includes working a variety of shifts, Saturdays and Sundays, and holidays.
What you bring to Takeda:
* High school diploma or equivalent
* Ability to walk and/or stand for the entire work shift
* Will work evenings, weekends, and holidays
* Ability to lean, bend, stoop, crouch, and reach above shoulders and below knees
* Ability to lift to 5 lbs., and occasional lifting of materials up to 32 lbs. and rarely 50 lbs.
* Fine motor coordination, depth perception, and ability to hear equipment from a distance
* Because of potential exposure to bloodborne pathogens (risk level 1), 90% of work tasks require prolonged glove wear
* 1 or more years minimum experience working in a customer or patient facing role is helpful
What Takeda can offer you:
Every day at Takeda, we feel good knowing that what we do helps improve the lives of patients with rare diseases. At BioLife, while you focus on our donors, we will support you. We offer a purpose you can believe in, a team you can count on, opportunities for career growth, and a comprehensive benefits program to include retirement benefits, medical/dental, family leave, disability insurance and more, all in a fast-paced, friendly environment.
More about us:
At Takeda, we are transforming patient care through the development of novel specialty pharmaceuticals and best in class patient support programs. Takeda is a patient-focused company that will inspire and empower you to grow through life-changing work.
Certified as a Global Top Employer, Takeda offers stimulating careers, encourages innovation, and strives for excellence in everything we do. We foster an inclusive, collaborative workplace, in which our teams are united by an unwavering commitment to provide Better Health and a Brighter Future to people around the world.
BioLife Compensation and Benefits Summary
We understand compensation is an important factor as you consider the next step in your career. We are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices.
For Location:
USA - WI - Janesville
U.S. Starting Hourly Wage:
$16.00
The starting hourly wage reflects the actual starting rate for this position. The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location.
U.S. based employees may be eligible for short-term incentives. U.S. based employees may be eligible to participate in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, a tuition reimbursement program, paid volunteer time off, company holidays, and well-being benefits, among others. U.S. based employees are also eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible to accrue up to 120 hours of paid vacation.
EEO Statement
Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law.
Locations
USA - WI - Janesville
Worker Type
Employee
Worker Sub-Type
Regular
Time Type
Part time
Job Exempt
No
Customer Service Representative
Finance service representative job in Waukesha, WI
FASTSIGNS #301301 is hiring for a Customer Service Representative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer Service Representative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders
Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways such as email, telephone, in-person and at their place of business
Build long-lasting relationships by turning prospects into long term clients.
Ideal Qualifications for FASTSIGNS Customer Service Representative:
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Outgoing, responsive, eager to learn and has the ability to build relationships
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Ability to work under pressure to output high volume, high-quality work
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $18.00 - $22.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyPart Time (20 Hours) Associate Banker Whitney Odana, Madison, WI
Finance service representative job in Madison, WI
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
Auto-Apply2nd Shift Customer Service Representative
Finance service representative job in Beloit, WI
Midwest Refrigerated Services is a full-service 3PL company providing refrigerated logistics services for the food industry. Based in Milwaukee, WI, we operate the largest fresh 48 state LTL consolidation pool with more than 100+ trucks, and offer multiple sites with cooler, and air-conditioned storage, distribution and cross-docking services. We operate refrigerated and non-refrigerated warehouses for storage needs but also Value Added Services such as specialty packing, kitting and fulfillment needs. We work with some of the household names that your family puts on the dinner table every night. It's an important job, one that makes a difference in your community. This is the first step in launching your career with a family-run company that cares about you, your family and your success. We encourage our employees to learn and grow with us, while enjoying the friendly culture and great benefits that come with the MRS experience.
This position is responsible for working directly with one of our customers by providing on-site support for their product in our warehouse.
General Responsibilities:
Check in all incoming/outgoing drivers; call warehouse to confirm door assignment
Prepare unloading tally's for warehouse to receive
Close out drivers; add arrival and depart times in CAM
Close outbound shipments & send all BOL's to customer
Close inbound orders upon receiving from dock; send all inbound paperwork to drivers
Answer phones; schedule appointments
Activate/inactivate lot codes
Adjust receiving tickets for the dock
Additional office duties as needed
Qualifications:
Previous office experience preferred
Knowledge of Microsoft Office (Word, Excel) preferred
Benefits and Perks:
MRS benefit offerings include medical, dental, vision, Flex Spending Account, Dependent Care Flex Spending Account available the 1
st
of the month following 30 days of hire. Additional benefits available 1
st
of the month following 60 days of hire include Critical Illness, Identity Theft, Accident, Hospital Indemnity, company paid life insurance, company paid short-term disability, company paid long term disability and 401K plan with company match. Our employees also enjoy Paid Time Off (PTO), Holiday Pay (with 2 Floating Holidays), Referral Bonuses, and access to the EAP program. Our benefits provide employees the flexibility to choose the type of coverage that meets their needs.
We encourage Veterans to apply. Each applicant will be required to pass all pre-employment testing. We thank all applicants in advance for their interest; however, only those applicants who are being considered for an interview, or are currently employed by MRS, will be contacted.
Midwest Refrigerated Services, Inc. is an Equal Opportunity Employer and a drug-free workplace.
Monday - Thursday, 3:30PM - 12AM
Friday, 2:30PM - 11PM
Auto-ApplyFinancial Services Representative
Finance service representative job in Freeport, IL
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $17-$19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyUniversal Member Service Representative: Contact Center/ITM Agent
Finance service representative job in Machesney Park, IL
Full-time Description
As a Universal MSR in our contact center you are responsible for developing a robust relationship with each member, from servicing requests and resolving problems/errors to upselling or cross-selling products to financial counseling and planning, requiring significant initiative and moderate supervision. Building these relationships requires excellent communication skills and a good grasp of technology with the ability to demonstrate and teach and educate others. The overall goal of this position is to enhance members' experience through Interactive Video System, phone and chat. You will follow recommended guidelines, policies and procedures, yet, as the "face" of the credit union, you are a trusted professional in the eyes of our members.
Requirements
Location: Machesney Park branch
Full time
You will be successful in this role if you are:
· Outgoing/sociable
· People-oriented
· Persuasive
· A self-starter who takes initiative
· Confident
· Organized/precise
· A team player
Beneficial experience:
· Ability to speak bilingually (English/Spanish) is preferred, but not required.
· Previous customer service and cash handling experience, intermediate math skills, and proficiency with technology devices.
Who we are:
Rock Valley Credit Union (RVCU) is a not-for-profit financial institution owned and operated by our members. We're innovators in our region and the industry and are expanding to meet the needs of our growing member base. We are looking for motivated individuals to help empower and equip every member, for wherever life takes them.
The RVCU Difference:
We believe that each team member is a valued contributor. We strive to be an employer of choice by creating a positive and rewarding workplace that helps our team succeed. RVCU provides a work environment that promotes learning, growth, and the opportunity for team members to challenge themselves and grow personally and professionally.
Please click here to see what working at RVCU is like.
Competitive Compensation and Excellent Benefits:
Medical, Prescription, Dental, Vision, Life, and Short-and Long-Term Disability Insurance
Flexible Spending Account or Health Savings Account
Generous paid time off, including 11 Federal holidays
401(K) Plan with employer match
Discretionary Performance bonuses
Hourly wage $18-20, depending on your experience
Associate Banker
Finance service representative job in Janesville, WI
Application Deadline:
12/30/2025
Address:
1404 Creston Park Drive
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyPrivate Client Banker - Chicago NW Suburbs - Rockford, IL
Finance service representative job in Rockford, IL
JobID: 210679952 JobSchedule: Full time JobShift: Base Pay/Salary: Rockford,IL $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance service representative job in Huntley, IL
Job DescriptionBenefits:
Salary PLUS commission
401(k)
Bonus based on performance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Ive been a State Farm Agent since 2007 and take pride in serving customers across Iowa, Illinois, Indiana, Missouri, and Wisconsin. I was raised in Grafton, WI, and graduated from the University of Wisconsin before starting my career as an agent. Family is central to who I ammy wife and I have three daughters, and we enjoy traveling and skiing together in the great outdoors.
Our office is multilingual, with team members who speak English, Spanish, Polish, and Russian, allowing us to connect with a wide range of customers. Were active in the community as Chamber of Commerce members and committed to building long-term relationships with the people we serve. If youre looking for a place where you can grow your career while being part of a supportive, community-focused team, this could be the right fit for you.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
Proven track record of meeting sales targets.
Series 6, 63, 65 or 7 license.
Financial Services Representative
Finance service representative job in Madison, WI
Job Description
Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you!
Why Join Lakeshore Financial Group?
Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
Professional Development: Gain valuable experience in sales, finance, and client relationship management.
Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan.
Compensation:
$65,000 - $85,000 per year
Responsibilities:
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications:
A required Bachelor's degree in business administration, finance, or similarly related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Valid FINRA Series 7 & 63/66 preferred but not required
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
About Company
At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.
To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.
Representative II, Customer Service Operations
Finance service representative job in Madison, WI
**What Customer Operations Support contributes to Cardinal Health** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution.
The Representative II, Customer Service Operations is responsible for providing services to customers by acting as a liaison in problem-solving, research and order problem/dispute resolution.
**_Responsibilities_**
+ Offer professional and timely service as a representative of Cardinal Health at-Home
+ Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions
+ Provide problem resolution for order issues in a timely manner
**_Qualifications_**
+ High School diploma, GED or equivalent, or equivalent work experience, preferred
+ 2-4 years' experience in Customer Service preferred
+ Prior computer experience using Microsoft Office systems required
+ Team-oriented mindset
+ Demonstrate a passion for healthcare
+ Strong organizational skills and attention to detail
**_What is expected of you and others at this level_**
+ Applies acquired job skills and company policies and procedures to complete standard tasks
+ Works on routine assignments that require basic problem resolution
+ Refers to policies and past practices for guidance, including usage of SOP's and written instructions.
+ Receives general direction on standard work; receives detailed instruction on new assignments
+ Consults with supervisor or senior peers on complex and unusual problems
+ Demonstrate excellent communication skills
+ Must be able to multitask in a fast-paced environment
+ Must maintain a distraction free workspace.
**Anticipated hourly range:** $15.00 to $22.57 per hour
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 10/31/2025 *if interested in opportunity, please submit application as soon as possible.
_The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Customer Service Representative / CSR
Finance service representative job in Madison, WI
In business since 2000, LanceSoft is a nationally certified Minority Business Enterprise (MBE) that has established itself as a pioneer in providing highly scalable, cost-effective workforce solutions to a diverse set of customers across various industries in the United States. Headquartered in Virginia, LanceSoft currently operates out of several locations in the US and Canada.
Job Description
CSR is responsible for providing excellent customer service, to assist and support the Customer Service and Commercial teams by processing and amending Customer Service data and producing reports, quotations and contracts within designated system, in accordance with functional standard operating procedures.
Key responsibilities:
Provide an excellent customer service for customers, both internal and external. Receive orders from customers and manage them in line with company policy and systems, following them to shipment to ensure a quality of service. Build up close relationships with customers and commercial partners to gain their trust and answer and respond to customer queries in a timely and professional manner. Develop solid product knowledge and a strong understanding of the logistics of sending specific products. Work as part of a team and adopt a flexible approach to increase and maintain the quality of service. Build effective relationships with logistics and distribution where appropriate to understand the impact on customer service. Provide knowledge and accurate information to customers. Able to initiate and drive innovative growth projects. Produce and communicate quotations for customers, subsidiaries and distributors as requested and in line with their requirements To add and make amendments to the data, following the checking and authorizations process To be the recipient of data for the Customer Service function, relating to customer master, freight, licensing and other areas that Customer service are responsible for Following the procedures set down in the SOP, load data onto the designated system, primarily pricing, contracts, customer records, licensing and freight options within the agreed timelines. Build strong relationships with commercial to support and improve our quotation and tender offers Produce standard reports from designated system, for the use of Data Supervisor, Customer Service, Commercial and Logistics. Ongoing liaison with relevant functional data owners. To add and make amendments to the data, following the checking and authorisations process. Provide support, where necessary and able for the Customer Service team. Coordinating the data capture (e.g. Material master) and informing the relevant function. Maintaining auditable data records for internal and external audits. Support and advise Customer Service team with regard to data provided and required. Apply and learn from the knowledge proffered by the Centre of Excellence and Quality Assurance. Participate in development of the data team, through meetings and other planned events.
Qualifications
Required Qualifications:
1. Proven experience in customer service normally including at least 2-3 years of prior experience in customer service.
2. Experience with managing multiple projects.
3. Outstanding communication skills, both written and oral.
4. Competent with Excel and Word
5. Ability to work in a cross-functional cross-country team environment.
6. Ability to manage self and tasks in an appropriate manner
7. Excellent organizational and administrative skills
8. Attention to detail.
9. A calm and analytical approach to problem solving.
10. Willingness to work as part of a team
11. Ability to communicate using English (or local language)
Additional Information
Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, gender Identity, sexual orientation, national origin, age, disability, veteran status, pregnancy, or other status protected by law.
We wish to thank all applicants for their interest and effort in applying for this position, however, only candidates selected for interviews will be contacted.
No unsolicited agency referrals please.