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Finance service representative jobs in Janesville, WI - 489 jobs

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  • Customer Service Representative

    AB Marketing LLC

    Finance service representative job in Rockford, IL

    Are you motivated by success and high earnings? Join a growing team where your role is more about customer care than traditional sales. You'll be helping households save money on essential home services-many of which are free through government programs and subsidies. Most of our agents earn $1,000+ in their first week with uncapped earning potential. This is not a 9-5 job; it's a career path with weekly pay, growth opportunities, and leadership training. We are seeking driven, goal-oriented individuals who want to control their income and career advancement. Prior sales experience is helpful, but not required-we provide comprehensive training and mentorship. Responsibilities Engage face-to-face with potential customers in assigned territories Generate leads, qualify prospects, and close new business Educate customers on available services and cost-savings benefits Follow up with past customers to maintain relationships and loyalty If you're ready to build a rewarding career with unlimited potential, apply today. Requirements Strong communication and interpersonal skills Self-motivated and ambitious with a positive attitude Ability to work independently and within a team environment Benefits 1099 independent contractor role Uncapped commission with bonus opportunities Weekly pay Flexible scheduling to fit your lifestyle Mileage reimbursement for travel Full training and ongoing support provided Career growth into management and leadership roles
    $1k weekly 7d ago
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  • Client Service Representative

    Bestpass 4.3company rating

    Finance service representative job in Madison, WI

    We Speak Safety and Efficiency: In September of 2024, Bestpass, Fleetworthy, ExpressTruckTax and Drivewyze rebranded as Fleetworthy. This rebrand reflects our ongoing mission to simplify fleet safety, compliance, and toll management under one unified brand. Fleetworthy is revolutionizing road safety and fleet management with a command center for safety, compliance, and efficiency. Our connected suite provides real-time insights and control, enabling customers to maximize efficiency, reduce risk, and save money. With technology that unifies safety, compliance, toll management, weigh station bypass, and more, Fleetworthy empowers organizations to perform at their best. We simplify operations to ensure every vehicle and driver is not just compliant, but beyond compliant. Supporting millions of drivers and vehicles, Fleetworthy is leading a new era in road safety and fleet technology. At Fleetworthy, you're in the driver's seat! Under general supervision, provide excellent service to the organization's customers by staying on top of compliance standards and regulations and keeping carriers up to date and compliant through daily data validation, quality control, addressing and resolving inquires, and problem solving to reach the best possible outcome keeping both customer satisfaction and organization in mind. Job Duties Responds in a timely manner to all communications from assigned clients. Maintains a positive and reliable relationship with their assigned clients. Addresses and resolves customers inquires, problems and complaints regarding products and services. Works with the appropriate team members and management on effective resolutions. Utilizes the appropriate programs and tools to aid in client success, provides coaching and assistance as needed regarding operating platforms. Stays apprised of regulations and internal procedures, works with team members and management to provide the optimal and accurate service possible. Maintains confidentiality on all personally identifiable information (PII) and related matters. Follows appropriate policies and communication channels to maintain privacy. Communicates and shares job knowledge to others, contributes to a positive team dynamic and inter-departmental success. Performs other duties as assigned or requested based on skill set. Maintains a consistent schedule/presence both with availability for clients and in participating in team or company activities. Experience High School diploma with one year of customer service experience preferred. Excellent customer service, communication (verbal and written), and collaboration skills, along with being friendly, personable and results oriented. Ability to exercise independent judgement with respect to matters of significance. Must be able to multi-task and be comfortable working with a variety of personalities including clients and co-workers. Knowledge with Microsoft Office suite including Outlook 365, Word, and Excel. Ability to learn, understand and utilize the company and department systems. Openness to various processes and procedures, changing regulations and fluctuating expectations depending on element of task required. Ability to sit at desk for extended periods of time, proficient typing skills, engaging with virtual screen as primary function of daily work. Work Location * In office. This is not a remote position. What's in it for you? An amazing benefits package so you can rest assured your needs are taken care of. Paid time off so you can have time to relax and experience a healthy work-life balance. Monday to Friday schedule with regular hours. What Drives Us to Work Every Day: We pride ourselves on making a difference, for our employees, clients, and their businesses. We accept team members for who they are and what they bring to the table. We are proud to build all our relationships based on transparency and trust. We are a team of energetic and curious individuals passionate about the work we do every day! Our Core Values - We are 1TEAM People 1st - People 1st! We win as a team by collaborating, having each other's backs, and bringing out the best in each other. We always treat others as they would like to be treated. Trust - We inspire trust by delivering on our promises, owning outcomes, being transparent in our communications, and acting with integrity. Every Trip Matters - Because every trip that our customers take is important to them, it's important to us. Whether it is a load being hauled across the country or a service vehicle traveling on a toll road, our customers count on us to deliver the right expertise, software, and data to make every trip safe, efficient, and productive. Always Innovating - We solve for the customer and focus on outcomes. We are nimble in our approach. When we fail, we fail fast and learn from it. We are here to disrupt, not to fit in. Mindset - We are committed to a growth mindset. Our efforts and attitudes are what determine our abilities. We embrace good criticism. We seek new challenges. We never stop learning. About Bestpass: Bestpass is a comprehensive payment platform provider and leader in toll management solutions for commercial fleets of all sizes. Bestpass saves fleets time and money by consolidating payments and providing insight into cost per vehicle. Bestpass, founded in 2001, covers 100% of major toll roads across the U.S., supports more than 30,000 customers, and processes over $1.5 billion in toll transactions annually. Bestpass offers a range of toll coverage options for owner-operators, regional fleets, and national fleets, as well as customized solutions for specific needs. About Fleetworthy Solutions: Fleetworthy Solutions, Inc. provides DOT safety and regulatory compliance services to commercial fleets that take them Beyond Compliant. Fleetworthy combines exceptional client service, advanced technologies, and more than 40 years of transportation industry expertise to make sure that drivers and assets are truly fleetworthy. The company helps private fleets, for-hire carriers and third-party logistics companies of all sizes surpass compliance of federal, state, and local regulations and streamline processes to reduce costs and mitigate risks. Fleetworthy is committed to fostering a diverse and inclusive culture that is respectful and welcoming of individual differences. We are proud to be an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion or belief (or lack thereof), sex, nationality, national or ethnic origin, civil status, age, citizenship status, sexual orientation, disability, genetic information, familial status, marital or registered civil partnership status, pregnancy or maternity status, gender identity, gender reassignment, military or veteran status, or any other protected characteristic in accordance with applicable laws and regulations
    $30k-47k yearly est. 7d ago
  • Customer Service Representative

    Strike Up Inc.

    Finance service representative job in Madison, WI

    Job Title: Customer Service Representative Job Type: Full Time About Us Strike Up! As a CSR, you'll be on the front lines of our growth strategy, connecting with prospective customers, understanding their needs, and delivering value that makes a measurable difference. We're building a team that values integrity, performance, and people-and we want you to be part of it. Job Summary As a Customer Service Representative you'll be the key point of contact for customers. You'll answer any questions, queries and concerns all while being the face of the company! Your role ensures that all customers feel informed, supported, and excited while learning about our Client. Key Responsibilities • Engage with customers face to face providing friendly support • Proactively identify customer needs and recommend appropriate products, upgrades, or solutions • Handle inquiries related to pricing and general information • Achieve individual and team sales targets through excellent service and persuasive communication • Maintain up-to-date knowledge of our client's products and services Qualifications 1-3 years of experience in customer service, event coordination, or hospitality Excellent verbal and written communication skills Strong problem-solving skills and the ability to stay calm under pressure High attention to detail and exceptional organizational skills Positive, team-oriented attitude with a passion for creating memorable experiences What We Offer Competitive salary and benefits package Opportunity to travel to live events (as applicable) Fun, collaborative, and creative work environment Clear growth path in the customer experience and events space Exposure to exciting high-profile brands How to Apply We'd love to hear from you! Please submit your resume for consideration. We will be conducting virtual interviews starting later this week on Zoom.
    $29k-38k yearly est. 3d ago
  • Customer Service Representative

    Connect Search, LLC 4.1company rating

    Finance service representative job in Waukesha, WI

    Customer Service Representative (Temp-to-Hire) Work Type: Onsite Employment Type: Full-Time, Temp-to-Hire Work Hours: 8:00am-4:30pm, Monday-Friday Benefits: For eligible employees, Medical, Dental, Vision, and 401(k) are available. Position Overview The Customer Service Representative processes customer requests for quotations, orders, and lead times, coordinates with internal departments, and ensures timely and accurate service and support to customers. Key Responsibilities Receive and respond to customer requests for quotations, orders, order changes, adjustments, and cancellations via phone and email Prepare quotations for standard items and write orders Relay pertinent quote and order information to customers Coordinate with internal departments to process purchase orders and ensure customer satisfaction Provide support to sales teams and assist accounts receivable with payment or credit hold issues Maintain accurate records using ERP and office systems Address and resolve customer inquiries and complaints promptly Qualifications 3+ years of customer service experience in a manufacturing or production environment Proficiency with MS Office and ERP systems Experience managing high volumes of orders, data entry, and customer calls
    $30k-36k yearly est. 2d ago
  • Client Services Rep/Career Planner/Recruiter

    Sustainable Staffing Inc.

    Finance service representative job in McHenry, IL

    Actively seeking a bi-lingual client service representative, career planner or recruiter. Applicants should be comfortable working in a fast-paced office. Responsibilities include: placing people in well-matched employment opportunities, passionately connecting people with the right careers, handling the needs of customers and assisting them as necessary. Includes holiday pay, PTO, and generous benefits.
    $29k-42k yearly est. 20d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    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 ***************************
    $72k-131k yearly est. Easy Apply 60d+ ago
  • Part Time Associate Banker Georgia Northeast North (30 Hours)

    JPMC

    Finance service representative job in Janesville, WI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform 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 Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $37k-78k yearly est. Auto-Apply 40d ago
  • Part Time Associate Banker Georgia Northeast North (30 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Janesville, WI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform 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** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $21k-40k yearly est. 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Watertown, WI

    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 Rate: $16 - $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.
    $16-19 hourly Auto-Apply 7d ago
  • Financial Services Representative - State Farm Agent Team Member

    Chad Radtke-State Farm Agent

    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.
    $29k-46k yearly est. 18d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Rockford, IL

    Application Deadline: 01/30/2026 Address: 1480 S Alpine Road 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: ***Spanish Preferred**** Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 58d ago
  • Financial Services Representative

    Lakeshore Financial Group 3.3company rating

    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.
    $24k-33k yearly est. 20d ago
  • Financial Services Specialist

    Creative Financial Staffing 4.6company rating

    Finance service representative job in Cottage Grove, WI

    Voted “Best Workplace in Madison” Do you enjoy helping people and solving problems over the phone? This role combines customer service, account resolution, and process coordination in a supportive, hybrid environment. If you're detail-oriented, tech-savvy, and thrive on clear communication, this could be the perfect fit. Why You'll Love It Consistently recognized as a Top Workplace in Madison Hybrid schedule, relaxed environment, and genuine work-life balance No micromanagement-you'll be trusted to own your work Tight-knit, collaborative team that values member service “Good people, high-quality product, work-life balance, learning environment, development offered.” “Company is built for long-term success with great career growth opportunities.” What You'll Do Serve as a primary point of contact for members regarding past-due accounts Provide exceptional customer service via phone and email Explain account status, payment options, and next steps in a clear, professional manner Document all conversations and outcomes accurately in multiple systems Coordinate with outside partners for account documentation (no legal advice required) A Day in the Life You'll spend much of your day on the phone and in your CRM: answering member questions, setting up or confirming payment arrangements, and documenting outcomes. You'll also prepare and route supporting documents when accounts require follow-up-keeping members informed and the process moving. What You Bring Strong phone presence and outstanding customer service skills 1+ years in accounts receivable, financial services, or administrative roles Clear written and verbal communication; calm under pressure Detail-oriented and tech-savvy; comfortable navigating multiple systems Basic Excel knowledge is a plus (no advanced functions required) Don't meet every single requirement? We get it. At CFS, we value diverse backgrounds and transferable skills. If you're excited about the role, we encourage you to apply-you may be the right fit for this or other opportunities. #INJAN2026
    $23k-28k yearly est. 1d ago
  • SPECIALTY BANKER

    Hard Rock International (USA), Inc. 4.5company rating

    Finance service representative job in Rockford, IL

    Job Description The incumbent in this position is responsible for providing superior service to both the internal and external guest. The incumbent is also responsible for performing varied cashier functions in a pleasant, efficient, and honest manner. Responsibilities ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) Responsible for the daily cage deposits. Acceptance of hard and soft count drops daily. Replenishment of window and change attendant banks. Maintain paperwork as specified in the company's internal controls in regards to marker, front money, key control. Performs all other related and compatible duties as assigned. This position may be assigned to any area within the Cage. Functions involving Marker Bank, Fill Bank, Employee Services Bank and Main Bank. Appropriately documenting all movement of assets specific to the area assigned. Pit related transactions including but not limited to fill requests (fills and credits). Acceptance of document transfers and dealers toke process. Slot related transactions to include but not limited to manual jackpots, jackpot payouts requiring multiple types of payment, slot markers, slot toke process. Deposit preparation to include but not limited to cash, cash equivalents, markers, personal checks. Accepting and processing wire transfers and cash equivalents as outlined in the standard operating procedures. Servicing employees for retail, food and beverage and slot floats to perform their duties. All additional assignments requested by cage supervisor and above. Well groomed, in appropriate uniform, and on time for assigned areas. Adheres to all Illinois Gaming Regulations. NON-ESSENTIAL JOB FUNCTIONS Attend seminars when needed. KNOWLEDGE OF: Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook, and Power-Point. Basic math skills. 10-Key calculator. Prior cashier or teller experience strongly preferred ABILITY TO: Be flexible to work varying shifts and time schedules as needed. This position spends time on the Casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume. Communicate effectively with outside contacts and all levels of team members. Review, comprehend, analyze, and assimilate reports, information generated on and by the computer and other necessary documentation. Obtain and maintain all appropriate licenses / certifications per Federal, State, and Gaming regulations. Balance bank at end of shift. Identify and accurately cash different denominations of gaming tokens, cash currency, checks, etc. Stand 100% of the time in a noisy environment. Lift depending on tasks assigned. Qualifications EDUCATION AND /OR EXPERIENCE REQUIREMENTS: (Related education and experience may be interchangeable on a year for year basis) High school degree or equivalent preferred. ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc.): Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission. Must successfully pass background check. Must maintain strict confidentiality relative to financial data and casino policies. Must comply to all Illinois Gaming Commission regulations. Must comply to Internal controls and Standard Operating Procedures Must comply with AML/Title 31 regulations. Must comply with all company policies and procedures. Must be twenty-one (21) years of age.
    $30k-41k yearly est. 23d ago
  • Digital Banking Specialist

    Citizens Bank 3.7company rating

    Finance service representative job in Mukwonago, WI

    At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a Digital Banking Specialist to join our Electronic Banking Operations team. Description: Provide professional support to both internal and external customers in regards to all Digital Banking products. Duties and Responsibilities: Respond to emails and calls from customers or Bank staff on any Digital Banking product. Requests may include a wide variety of items, such as password resets, changes due to upgrades, system problems, date discrepancies, explanation of functionality, etc. Place support calls to vendors when needed to fix or get answers to questions in regards to Digital Banking products. Utilize the CRM system to track and resolve issues Handle all communications with extreme confidentiality and privacy, including password and user name protection. Provide authorizations for the setup of Apple, Samsung and Google Pay. Provide administrative support for Digital Banking products, including Banno, Bill Pay, Cash Management, Remote Deposit Capture (RDC) and Zelle. Setup Users for Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services. Travel to customer locations to provide training on Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services. Travel to customer locations to fix or replace RDC scanners or trouble shoot system issues. Assist in keeping documented procedures for all Digital Banking products up to date. On a daily, weekly, monthly or yearly basis, produce and review reports as required by the Digital Banking Department. Stay current on Digital Banking products by reviewing documentation about those products as given by the Digital Banking Officer. Scan and verify documents uploaded into Synergy by the Digital Banking area. Recognize opportunities for business services referrals. Assist in fraud prevention, education, and mitigation. Non-Essential Duties: Assist Digital Banking Officer in testing new products when requested. Assist in tracking annual ACH Security Framework audits. Any other duties as assigned. Critical Competencies: Accountability Problem Solving Communication Job Knowledge Customer Service Excellence Requirements: High school diploma or general education degree (GED) required One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience Current or prior experience preferred Understanding and adherence to Bank policies and procedures as well as regulatory requirements Excellent verbal and written communication skills Must be able to prioritize simultaneous projects and meet deadlines in a very busy, fast paced environment Demonstrate computer skills including: Microsoft Office (Word, Excel, and Outlook and Bank software programs) Internet usage and applications Understanding of Jack Henry at an intermediate level Experience with general office equipment Excellent customer service skills High accuracy in all work and attention to detail High level of professionalism Confidentiality Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
    $30k-38k yearly est. Auto-Apply 13d ago
  • SPECIALTY BANKER

    Seminole Hard Rock Hotel & Casino 4.0company rating

    Finance service representative job in Rockford, IL

    The incumbent in this position is responsible for providing superior service to both the internal and external guest. The incumbent is also responsible for performing varied cashier functions in a pleasant, efficient, and honest manner. Responsibilities ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) * Responsible for the daily cage deposits. * Acceptance of hard and soft count drops daily. * Replenishment of window and change attendant banks. * Maintain paperwork as specified in the company's internal controls in regards to marker, front money, key control. * Performs all other related and compatible duties as assigned. * This position may be assigned to any area within the Cage. * Functions involving Marker Bank, Fill Bank, Employee Services Bank and Main Bank. * Appropriately documenting all movement of assets specific to the area assigned. * Pit related transactions including but not limited to fill requests (fills and credits). * Acceptance of document transfers and dealers toke process. * Slot related transactions to include but not limited to manual jackpots, jackpot payouts requiring multiple types of payment, slot markers, slot toke process. * Deposit preparation to include but not limited to cash, cash equivalents, markers, personal checks. * Accepting and processing wire transfers and cash equivalents as outlined in the standard operating procedures. * Servicing employees for retail, food and beverage and slot floats to perform their duties. * All additional assignments requested by cage supervisor and above. * Well groomed, in appropriate uniform, and on time for assigned areas. * Adheres to all Illinois Gaming Regulations. NON-ESSENTIAL JOB FUNCTIONS * Attend seminars when needed. KNOWLEDGE OF: * Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook, and Power-Point. * Basic math skills. * 10-Key calculator. * Prior cashier or teller experience strongly preferred ABILITY TO: * Be flexible to work varying shifts and time schedules as needed. * This position spends time on the Casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume. * Communicate effectively with outside contacts and all levels of team members. * Review, comprehend, analyze, and assimilate reports, information generated on and by the computer and other necessary documentation. * Obtain and maintain all appropriate licenses / certifications per Federal, State, and Gaming regulations. * Balance bank at end of shift. * Identify and accurately cash different denominations of gaming tokens, cash currency, checks, etc. * Stand 100% of the time in a noisy environment. * Lift depending on tasks assigned. Qualifications EDUCATION AND /OR EXPERIENCE REQUIREMENTS: (Related education and experience may be interchangeable on a year for year basis) * High school degree or equivalent preferred. ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc.): * Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission. * Must successfully pass background check. * Must maintain strict confidentiality relative to financial data and casino policies. * Must comply to all Illinois Gaming Commission regulations. * Must comply to Internal controls and Standard Operating Procedures * Must comply with AML/Title 31 regulations. * Must comply with all company policies and procedures. * Must be twenty-one (21) years of age. Additional Details Hard Rock Casino Rockford is an equal opportunity employer and does not discriminate because of race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, age, disability, or genetic information. Any job posting or information about careers at Hard Rock Casino Rockford is from 815 Entertainment dba Hard Rock Casino Rockford and you will work for 815 Entertainment as your prospective employer. This means your application is submitted to and reviewed solely by this location, who will make any hiring decisions. If hired, 815 Entertainment dba Hard Rock Casino Rockford will be your employer and is alone responsible for any employment related matters. Age Requirements 21+
    $34k-40k yearly est. Auto-Apply 36d ago
  • Client Services Rep/Career Planner/Recruiter

    Sustainable Staffing Inc.

    Finance service representative job in Harvard, IL

    Immediately hiring for a bi-lingual client service representative, career planner or recruiter. We're looking for someone comfortable working in a fast-paced office. Responsibilities include: placing candidates in well-matched employment opportunities, passionately connecting people with the right careers, handling the needs of customers and assisting them. Includes holiday pay, paid time off, and generous benefits.
    $29k-41k yearly est. 21d ago
  • Part Time Associate Banker Chicago NW Suburbs, Rockford (30 Hours)

    JPMC

    Finance service representative job in Rockford, IL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform 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 Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $37k-80k yearly est. Auto-Apply 60d+ ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Waunakee, WI

    Application Deadline: 01/29/2026 Address: 220 N Century Avenue Job Family Group: Retail Banking Sales & Service This is a part-time role typically scheduled for 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider 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.
    $41.7k-50k yearly Auto-Apply 41d ago
  • Part Time Associate Banker Wisconsin West, Madison (30 Hours)

    JPMC

    Finance service representative job in Madison, WI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform 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 Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $37k-78k yearly est. Auto-Apply 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Janesville, WI?

The average finance service representative in Janesville, WI earns between $21,000 and $49,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Janesville, WI

$32,000

What are the biggest employers of Finance Service Representatives in Janesville, WI?

The biggest employers of Finance Service Representatives in Janesville, WI are:
  1. CURO
  2. Heights Finance
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