Finance service representative jobs in Joliet, IL - 2,046 jobs
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Finance Associate
Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Chicago, IL
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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$114k-215k yearly est. 3d ago
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Customer Service Officer
Alphabe Insight Inc.
Finance service representative job in Chicago, IL
Beloform Craft is a forward-thinking organization dedicated to developing future leaders through structured training, hands-on experience, and strategic exposure to core business operations. We believe in cultivating talent from within, empowering individuals with the tools, mentorship, and professional environment needed to grow into confident and capable management professionals.
Job Description
We are seeking a dedicated and professional Customer Service Officer to serve as a primary point of contact for our clients. This role focuses on ensuring clear communication, efficient issue resolution, and a consistently high standard of service. The ideal candidate will contribute to building long-term client relationships while supporting internal operations with accuracy and professionalism.
Responsibilities
Serve as the main liaison between the company and its clients
Respond to inquiries and provide accurate information regarding services and processes
Handle customer requests and concerns with professionalism and discretion
Maintain organized records of interactions and follow-ups
Coordinate with internal teams to ensure timely and effective solutions
Uphold company standards for service quality and communication
Qualifications
Strong verbal and written communication skills
Professional demeanor with a client-focused mindset
Ability to manage multiple tasks efficiently in a fast-paced environment
High level of organization and attention to detail
Proficiency in basic computer systems and office tools
Strong problem-solving and decision-making abilities
Additional Information
Competitive salary ($45,000 - $48,000 per year)
Growth opportunities within a structured and supportive environment
Skill development and ongoing professional training
Stable and professional workplace culture
Full-time position with consistent schedule
$45k-48k yearly 2d ago
Junior Events Trader
Fionics
Finance service representative job in Chicago, IL
Junior Events Trader | CME Event Markets | Ground Floor Opportunity
Dubai, Brazil, US, UK, France, Japan, Germany, Italy
The Opportunity
A successful US-based market making firm is launching a pioneering desk focused on event markets trading via CME-one of only a handful of firms with access to 7-day Event Markets (similar to Kalshi and Polymarket, but through regulated exchanges).
They're building a team of 5 junior traders to establish a first-mover advantage in this emerging space.
Why This Role Is Different
This isn't your standard trading position. You're joining at the absolute ground floor of what could become a significant new market, or you're part of an experiment that doesn't pan out. Either way, you'll know within 12 months.
If you're someone who:
Gets energized by prediction markets and event-driven trading
Wants equity-like upside without waiting years to prove yourself
Prefers being a pioneer over joining an established desk
Can handle uncertainty in exchange for asymmetric opportunity
...this could be the role you've been looking for.
Compensation
Year 1: $60-120K USD guaranteed base
Year 2+: If the desk succeeds, expect multiples of your base as the market scales
What We're Looking For
Interest in event markets, prediction markets, or unique trading opportunities
Willingness to take calculated career risk for outsized reward
Work authorization in one of the listed locations
Analytical mindset and quick learner mentality
Apply now for a confidential discussion
$60k-120k yearly 1d ago
Bank Specialist
Archdiocese of Chicago 4.2
Finance service representative job in Chicago, IL
The Archdiocese of Chicago, the third largest in the United States, serves more than 2.2 million Catholics in 216 parishes in Cook County and Lake County, a geographic area of 1,411 square miles. The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 13,000 employees in its systems and ministries, including Catholic Charities, the region's largest nonprofit social service agency. The Archdiocese also has one of the country's largest seminaries. The Archdiocese's 150+ elementary and secondary schools comprise one of the largest U.S. private school systems. Its schools have received 96 U.S. Department of Education Blue Ribbon Awards.
Position Summary
Facilitate the daily responsibilities and functions of the Archdiocesan Bank as they relate to serving the Archdiocese of Chicago's Parishes, Schools and Agencies. Primary areas focus on the management of the capital project process, stock/mutual fund transfers, and processing daily activity for the internal bank of Parish FinancialServices (PFS) and treasury related transactions for the Pastoral Center (APC). Provide cross-coverage for investment associate's duties.
Responsibilities
Enter capital projects in Lawson, process the construction payments for parishes and resolve discrepancies as they arise
Identify stock donations by donor/stock and process credits to appropriate recipients
Enter wire/ACHs for the PFS and APC; create check payments and positive pay files
Handle various banking issues related to deposit
and withdrawal requests
Backing up Investment Associate to include:
Process investment transactions including coordinating all documents for completion & execution by entering transactions in custodian's system as well as
coordinate related accounting and bank entries as needed
Work on special projects as they arise
Qualifications
Required:
College bachelor's degree in business or equivalent combination of education and professional experience
1 to 3 years of related work experience in banking or a business' financial department
Strong customer service & communication skills
Works well in a team environment and with tight deadlines
The Archdiocese of Chicago offers a comprehensive total rewards package to include competitive compensation and benefit programs. Information about our benefit programs is available here.
This position has a salary range of $58,662.80 - $70,000. An employee's pay within the salary range will be based on many factors including but not limited to: relevant education, qualifications, experience, skills, geographic location, and organizational needs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$58.7k-70k yearly 2d ago
Customer Service Representative
Bradyplus
Finance service representative job in Glenview, IL
We are in search of a Customer ServiceRepresentative to join our growing team. This role provides internal support to Sales Representatives and assists in developing and maintaining a professional business relationship with customers. Responsibilities Include:
Provide internal support to assigned Sales Representatives regarding any customer problems, complaints, or requests.
Answer customer calls regarding orders, inquiries, and problems/complaints.
Place and process customer orders received by phone, fax, or mail.
Answer customer questions regarding product and/or their order.
Handle complaints within established guidelines and initiate appropriate follow-up and response.
Track orders/trace deliveries that customers have not received to determine status of order and expected time arrival.
Assist customers with returned goods; write up returned goods authorizations for returning merchandise.
Provide pricing information to customer.
Complete and maintain all paperwork related to customer transactions.
Send info via Fax/Email information to customers regarding invoices, proof of deliveries, etc.
Act as a liaison between customer and other internal departments.
Work closely with the purchasing warehouse and shipping departments.
The Ideal Candidate Will Have:
High school equivalent or diploma required
Bachelor's degree plus.
Previous sales support or customer service experience.
Excellent verbal and written communication skills.
Excellent data entry skills.
Experience with Microsoft Office.
ERP systems such as SAP, P21 etc. experience preferred.
Ability to pass job-related employment screenings.
Compensation & Benefits:
The pay range for this role is $20-$23 per hour. This range represents what the company reasonably expects to pay an associate for this role based on current market data, internal equity, and other business factors. The actual compensation offered may vary depending on factors such as relevant experience, qualifications, geographic location, and other considerations. In addition to base pay, BradyPLUS offers a comprehensive benefits package to support the health and well-being of our associates and their families. Benefit offerings include medical, dental, vision, life and disability insurance, flexible spending accounts, Employee Assistance Programs (EAP), 401(k) Retirement and more.
About BradyPLUS:
BradyPLUS is a leading national distributor of solutions for JanSan, Foodservice and Industrial Packaging. We deliver the right SUPPLIES + SUPPORT to ensure businesses are more successful every day. We offer premium brands, expert advice, and exceptional customer experiences. Our 6,000 associates across 180+ locations have a passion for delivering innovative solutions for the business challenges of today and tomorrow. Together, we serve thousands of customers nationwide in end markets including education, government, healthcare, hospitality, restaurants, building services, food packaging & processing, and grocery. We strive to be the best employer we can. We value people, we embrace change and we reach higher. Join us and see what the BUZZ is about! To learn more visit us at ***************** .
BradyPLUS is an Equal Opportunity Employer. This means that all qualified applicants will receive consideration for employment without regard to race, marital status or civil union status, sex, age, color, religion, national origin, veteran status, mental or physical disability, sexual orientation, gender identity and/or any other characteristic protected by law. We also provide reasonable accommodations to applicants and employees with disabilities.
$20-23 hourly 2d ago
U.S. Associate - Financial Services
Lek 4.2
Finance service representative job in Chicago, IL
Boston, Chicago, New York, San Francisco
U.S. Associate - FinancialServices
L.E.K. Consulting's FinancialServices Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in FinancialServices and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement.
Company Description
L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com.
Job Description
If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a FinancialServices (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role.
While casework varies every day, FS Associates' primary responsibilities typically include:
Conducting primary and secondary research on clients' markets, customers, and competitors
Performing rigorous analysis to drive insights and actionable recommendations
Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact
L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms.
In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance.
Click here for more on the Associate experience at L.E.K.
Why L.E.K.?
Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients.
Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen.
Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more.
International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program.
Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development.
Qualifications and Experience Needed
A bachelor's degree from a renowned school with outstanding academic achievement
Exceptional analytical and problem‑solving skills
Strong verbal and written communication skills
Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment
Enthusiasm, resilience, and a desire to continuously learn and grow
L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits.
Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization.
L.E.K Consulting is an Equal Opportunity Employer.
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$95k yearly 2d ago
Customer Service Representative
Berman Auto Group
Finance service representative job in Chicago, IL
Berman Nissan of Chicago is seeking a professional, positive, and friendly Customer ServiceRepresentative to join our team! Schedule: Monday-Saturday 8:00AM-5:00PM; (Sundays & one weekday off) Pay: $20/hr+ Bonuses! Remote: No
Customer ServiceRepresentative - Vehicle Exchange Program
We are looking for a professional, positive, and friendly Customer ServiceRepresentative to be a part of our Vehicle Exchange Program! In this role, you will play a key part in engaging with our Service customers in person, presenting exciting opportunities to upgrade their current vehicles.
Responsibilities:
Educate customers on the benefits and options available through our Vehicle Exchange Program
Deliver outstanding customer service with a friendly and professional demeanor
Interact with both new and existing customers to present opportunities for upgrading their current vehicle through the Vehicle Exchange program
Act as a liaison between customers and the service department while their vehicle is being serviced
Utilize strong decision-making and active listening skills to understand and address customer needs effectively
Ideal Candidate:
Professional, positive, and approachable attitude
Strong communication and interpersonal skills
Ability to make informed decisions and actively listen to customer concerns
Benefits/Perks:
Competitive PTO Policy
Multiple low-cost medical insurance options plus FREE TeleHealth
Low-Cost Dental, Vision & Life Insurance Options
Short Term & Long Term Disability
Paid Training
401K
Automotive Service & Sales Discounts
Opportunities for Advancement!
Qualifications
Valid driver's license with a clean driving record (minimum of 3 years)
Team player attitude with a strong sense of responsibility
Fluent in Spanish, preferred
Prompt, courteous, and enthusiastic personality
Strong follow-up and multitasking abilities
Strong computer skills
Willing to undergo a pre-employment background check
Additional Information
All your information will be kept confidential according to EEO guidelines.
Category: Customer Service, Sales, Entry Level
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$20 hourly 2d ago
BDC Service Representative
Bob Loquercio Auto Group
Finance service representative job in Streamwood, IL
Award-Winning Bob Loquercio Auto Group is looking for a qualified, motivated and self-sufficient individual to join their team! If you are a self-starting professional ready to take your career to the next level, we have the opportunity you've been looking for.
What Were Looking For: As a Bob Loquercio Auto Group Business Development Coordinator, you will be responsible for responding to internet inquiries and generating sales with customers that contact the dealership or who have visited the dealership.
Benefits:
Medical Plan
Dental Plan
Vision Plan
401(k) Savings Plan
Basic Life Insurance
Accident & Critical Illness Insurance
Discounts on Products and Services
Flexible Schedules
Work Life Balance
Responsibilities:
Respond promptly, professionally and courteously to all internet leads
Utilize scripts and workflow tools to staff to ensure uniform customer service
Promptly and accurately enter all customer inquiry data into CRM software
Overseeing the generation of sales appointments
Effectively utilizing lead management tools
Compiling all necessary reports, forms and other documentation on a timely basis
Exhibiting ethical behavior providing the highest degree of customer satisfaction and remaining honest in all aspects of customer interaction
Qualifications:
Previous experience in a disciplined, process-oriented and sales-driven role through inbound and outbound appointment and service calls, internet leads and internally generated customer opportunities
Ability to gain overall knowledge of automotive sales and service department operations
Strong organizational and leadership skills
Knowledge of social media, social media channel marketing and social media blogging
$29k-41k yearly est. 2d ago
Customer Equipment Services Representative
Ardagh Group S.A
Finance service representative job in Chicago, IL
Provide Ardaghs customers with an expert, professional resource for resolution of mechanical problems related to can double seam equipment - Ensure customers, as a double seam authority, run Ardaghs products within established guidelines for optima Equipment, Representative, Customer, Mechanical, Metal, Packaging, Manufacturing, Retail
$29k-38k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Andrea Aslanides-State Farm Agent
Finance service representative job in Chicago, IL
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financialservice products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$29k-38k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Adam Garcia-State Farm Agent
Finance service representative job in Chicago, IL
Benefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has been proudly serving the community since October 2017. We currently have four full-time team members and are excited to welcome a fifth. We believe in creating a positive and balanced workplace where people feel supported and appreciated.
We offer two office outings each year (summer and holiday), 8 paid holidays, and 15 days of PTO/sick time with some rollover options. Team members also benefit from a Pre-Tax Health Expense Reimbursement program and a Simple IRA with employer match after two years. Plus, we keep the office stocked with snacks and drinks tailored to everyone's preferences. Conveniently located in Lincoln Square and Albany Park, we're steps away from the Western bus stop and Brown Line for an easy commute.
I'm a graduate of the University of Iowa and have been with State Farm for over 11 years. As a longtime Chicago resident and proud dad of two boys, I love being part of this community. We partner with local organizations like Waters Elementary, the Lincoln Square Ravenswood Chamber of Commerce, and the North River Commission to give back and stay connected.
If you're looking to join a team that values community, work-life balance, and a supportive environment, this could be the perfect place for you.
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Adam Garcia - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$29k-38k yearly est. 2d ago
Customer Service Representative
Accede Solutions Inc.
Finance service representative job in Chicago, IL
The Customer ServiceRepresentative (CSR) handles incoming calls regarding scheduling of paratransit eligibility services. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Answers customer calls and inputs all customer information using acomputerized scheduling system; enters new customer information or changes into the system
Receives customer complaints
Answers questions, and provides information about services
Resolves customer inquiries relating to transportation
Communicates resolution to customers
Clearly and accurately documents issues
Maintains a clean and well-organized work area
Represents Mobility Options in a professional manner to our service partners, and the community
Other duties as required/assigned
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
High school diploma or equivalent, such as GED, required
One or more years of Customer Service experience preferred
Must be able to work shifts, or flexible work schedules as needed
Ability to read, understand, interpret, and explain transit system operating rules,regulations, policies, phases and routes
Ability to communicate via telephone with clear speech and a pleasant phone manner.
Must possess excellent verbal communication skills
Ability to work as a member of a team
Must be computer literate and proficient in the use of Microsoft Office
Must be able to interact and communicate with diverse clients
Must be able to demonstrate poise, tactfulness, and diplomacy and have a high level of interpersonal skills to handle sensitive and confidential situations
Must undergo a pre-employment drug test once offered a position
Must be willing to undergo a criminal and employment background check once offered a position
Travel requirement (as a percent):
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to work shifts or flexible work schedules as needed.
85% of work is accomplished indoors and in air conditioned or well-ventilated facilities.
Work is accomplished in an office or in a cubicle space equipped with a
telephone and computer.
The employee is generally subjected to long periods spent sitting, typing, orlooking at a computer screen.
Employee may periodically need to travel locally.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to sit for long periods;use hands and fingers to type, manipulate, handle or feel; and talk and hear. The employee is frequently required to reach with hands and arms. The employee isoccasionally required to stand, walk, balance, and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally list and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to focus; long periods are spent looking at a computer. 100% of work is accomplished indoors and in air conditioned or well-ventilated facilities. Work is accomplished in an office or in a cubicle space equipped with a telephone and computer.
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$29k-38k yearly est. 2d ago
Customer Service (China Southern Airlines)
Alliance Ground International, LLC 4.3
Finance service representative job in Chicago, IL
Convey shipping instructions to the customer services counter. Retrieve import documents and deliver export documents to and from aircraft. Accept cargo in accordance with applicable TSA, FAA, Government and Air Carrier rules and regulations. Accept Customer Service, Airline, Security, Service, Retail, Health
$30k-38k yearly est. 2d ago
Customer Service Representative
Bradyplus, Inc.
Finance service representative job in Glenview, IL
Provide internal support to assigned Sales Representatives regarding any customer problems, complaints, or requests. Answer customer calls regarding orders, inquiries, and problems/complaints. Place and process customer orders received by phone, fax, Customer ServiceRepresentative, Customer Service, Sales Representative, Manufacturing, Retail, Representative
$29k-38k yearly est. 2d ago
Bank Specialist
Archdiocese of Chicago, Office of Catholic Schools
Finance service representative job in Chicago, IL
The Archdiocese of Chicago, the third largest in the United States, serves more than 2.2 million Catholics in 216 parishes in Cook County and Lake County, a geographic area of 1,411 square miles. The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 13,000 employees in its systems and ministries, including Catholic Charities, the region's largest nonprofit social service agency. The Archdiocese also has one of the country's largest seminaries. The Archdiocese's 150+ elementary and secondary schools comprise one of the largest U.S. private school systems. Its schools have received 96 U.S. Department of Education Blue Ribbon Awards.
Position Summary
Facilitate the daily responsibilities and functions of the Archdiocesan Bank as they relate to serving the Archdiocese of Chicago's Parishes, Schools and Agencies. Primary areas focus on the management of the capital project process, stock/mutual fund transfers, and processing daily activity for the internal bank of Parish FinancialServices (PFS) and treasury related transactions for the Pastoral Center (APC). Provide cross-coverage for investment associate's duties.
Responsibilities
Enter capital projects in Lawson, process the construction payments for parishes and resolve discrepancies as they arise
Identify stock donations by donor/stock and process credits to appropriate recipients
Enter wire/ACHs for the PFS and APC; create check payments and positive pay files
Handle various banking issues related to deposit
and withdrawal requests
* Backing up Investment Associate to include:
Process investment transactions including coordinating all documents for completion & execution by entering transactions in custodian's system as well as
coordinate related accounting and bank entries as needed
* Work on special projects as they arise
Qualifications
Required:
College bachelor's degree in business or equivalent combination of education and professional experience
1 to 3 years of related work experience in banking or a business' financial department
Strong customer service & communication skills
Works well in a team environment and with tight deadlines
The Archdiocese of Chicago offers a comprehensive total rewards package to include competitive compensation and benefit programs. Information about our benefit programs is available here.
This position has a salary range of $58,662.80 - $70,000. An employee's pay within the salary range will be based on many factors including but not limited to: relevant education, qualifications, experience, skills, geographic location, and organizational needs.
$58.7k-70k yearly 2d ago
Relationship Banker
Bank of America Corporation 4.7
Finance service representative job in Northbrook, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 6d ago
Customer Service Representative
Alphabe Insight Inc.
Finance service representative job in Chicago, IL
About Us At Signal Tru Brand, we are dedicated to delivering innovative brand strategies and exceptional client experiences. Headquartered in Chicago, IL, our company thrives on creativity, integrity, and excellence. Our team values collaboration, professionalism, and continuous growth, making Signal Tru Brand an ideal place to build a fulfilling career.
Job Description
We are currently seeking a reliable and detail-oriented Customer ServiceRepresentative to join our team in Chicago. The ideal candidate will be responsible for managing customer inquiries, providing product and service information, and resolving issues efficiently. This role requires strong communication skills and a genuine commitment to providing an excellent customer experience.
Responsibilities
Handle incoming customer calls and emails in a professional and timely manner
Provide accurate information regarding products and services
Resolve customer complaints with patience and a problem-solving attitude
Maintain and update customer records in the database
Collaborate with internal teams to address and follow up on customer concerns
Ensure a high level of customer satisfaction through effective service
Qualifications
Qualifications
High school diploma or equivalent; associate or bachelor's degree is a plus
Previous experience in a customer service or support role preferred
Strong communication and interpersonal skills
Ability to multitask and manage time effectively
Proficiency in Microsoft Office and data entry systems
A positive attitude and a strong work ethic
Additional Information
Benefits
Competitive salary based on experience
Growth opportunities within the company
On-the-job training and skills development
Supportive and collaborative team environment
Paid time off and company holidays
$29k-38k yearly est. 2d ago
Customer Equipment Services Representative
Ardagh Group
Finance service representative job in Chicago, IL
Purpose of the Job:
Ensure Customer Satisfaction is achieved by delivery of exceptional equipment service
Key Accountabilities:
Provide Ardagh's customers with an expert, professional resource for resolution of mechanical problems related to can double seam equipment
Ensure customers, as a double seam authority, run Ardagh's products within established guidelines for optimal double seam performance.
Assist Ardagh's customers in establishing programs in the repair and maintenance of double seam equipment
Act as a resource for Ardagh for qualification of Ardagh material and in resolution of field problems.
Knowledge/Skills/Experience:
Associate degree, trade school or significant experience in the field at a minimum
Strong mechanical skills and ability to work through complex problems
Strong communication skills that span various levels of management both with customers and Ardagh
Self-starter with initiative, integrity and an ability to develop relationships with customer personnel
Basic computer skills
Ardagh Metal Packaging is a leading global supplier of sustainable, infinitely recyclable metal beverage cans to brand owners. A subsidiary of sustainable packaging business Ardagh Group and a leading industry metal packaging company, Ardagh Metal Packaging employs more than 6,300 people across Europe, North America and Brazil, with sales of approximately $4.7 billion.
Ardagh Metal Packaging believes that the success of our business depends on the success of our people. We strive to create working environments where our employees feel valued and can work to their full potential. We offer exciting and rewarding opportunities for talented and creative people. If you have ambition and want to make an impact with your career, come and join our team - you'll enjoy the journey!
Ardagh Metal Packaging - North America has been and will continue to be an equal opportunity employer. All employment decisions are made without regard to sex, gender (including pregnancy, childbirth, breast feeding, and related conditions), sexual orientation, gender identity, gender expression, race, creed, religion (including religious dress and grooming), color, national origin, ancestry (including association, affiliation, or participation with persons or activities related to national origin, English-proficiency or accent, or immigration status), physical or mental disability, medical condition, genetic information, marital or domestic partner status, age, veteran or military status or any other basis prohibited by federal, state, or local law. Discrimination against any employee or applicant based on any of these factors is prohibited.
The anticipated base annual salary range for this role is between $83,000 and $124,600 per year. This role is bonus eligible. The bonus incentive program is based on company meeting or exceeding targets. Please note that the salary range provided is a good faith estimate and is only applicable for roles that are based out of Illinois. The final salary will be determined after considering relevant factors, including, but not limited to, a candidate's qualifications, experience, and work location, where appropriate.
Ardagh Metal Packaging also offer a comprehensive benefits program including medical, prescription, dental and vision coverage with an opportunity to earn a medical/prescription premium reduction by completing a qualified wellness activity. The Company also offers a 401(k) Plan. Ardagh Metal Packaging benefits may be amended at any time.
Nearest Major Market: Chicago
$29k-38k yearly est. 2d ago
Relationship Banker
Bank of America 4.7
Finance service representative job in Evanston, IL
Wilmette, Illinois;Chicago, Illinois; Evanston, Illinois; Park Ridge, Illinois; Chicago, Illinois; Skokie, Illinois; Northbrook, Illinois; Glenview, Illinois
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financialservices and knowledge of financialservices industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 6d ago
Relationship Banker
Bank of America Corporation 4.7
Finance service representative job in Evanston, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 6d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Joliet, IL?
The average finance service representative in Joliet, IL earns between $24,000 and $56,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Joliet, IL
$37,000
What are the biggest employers of Finance Service Representatives in Joliet, IL?
The biggest employers of Finance Service Representatives in Joliet, IL are: