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Finance service representative jobs in Maple Grove, MN

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  • Financial Representative Trainee (Sales) -Bloomington, MN

    Mutual of Omaha 4.7company rating

    Finance service representative job in Bloomington, MN

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 1d ago
  • Antifreeze Sales & Service Rep - AFSR

    Heritage-Crystal Clean, LLC 4.5company rating

    Finance service representative job in Saint Paul, MN

    Crystal Clean (CC) is one of the nation's leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. Purpose: The Antifreeze Sales and Service Rep (AFSR) will be responsible for applying sales strategies in an effort to grow CC's antifreeze business at new and existing customer sites. The AFSR will also be responsible for performing HCC services at customer facilities. Service responsibilities will include, but are not limited to: handling of pump hoses, pumping of antifreeze containers, and operating a Commercial Motor Vehicle on a daily basis. This position may also require the picking up of waste drums of varying sizes and weights using CC-approved material handling equipment. Specific Duties: Responsible for engaging in and promoting safe work behaviors in a manner that is consistent with all CC safety guidelines Responsible for customer service and new business development in a certain geographic area as assigned by the Company Aligns work orders to minimize mileage and travel time Inspects vehicle and equipment for safe operation Services existing customers by delivering varying types of new antifreeze, recycled, collecting used antifreeze, and related tasks Pursues additional services with existing accounts Assesses potential customer needs, presents CC products and services to customers, and develops new customers Develops sales leads for Data-Marketing Complete all required paperwork accurately and neatly Maintains compliance with all applicable Department of Transportation (DOT) requirements Achieve sales quotas for total revenue and new customer development Adhere to all corporate policies and standards including but not limited to environmental, health, & safety (EHS), human resources, facility, equipment, operations and maintenance Performs other related duties as assigned Position Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, the following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Core Competencies and Specific Skills Strong communication skills and attention to detail Ability to interact with customers, sales branch employees, and other corporate departments Ability to operate equipment such as electronic mobile devices, computers, hoses, all truck equipment, etc. Work Experience: Route sales experience highly preferred Education, Certificates, Licenses, or Designations: High School diploma or equivalent required Must have or be qualified to obtain and maintain a Class B Commercial Driver's License (CDL) and Med Card with Airbrake and HAZMAT Motor vehicle record (MVR) that meets or exceeds CC's published standards including, but not limited to the following; Seat belt and cell phone violations Excessive speeding DUI, suspension and/or multiple vehicle collisions Personal Protective Equipment: Ability to wear personal protective equipment, which may include a respirator, steel toe boots, gloves, uniform, safety glasses, reflective vest, and hard hats Physical Requirements: Frequent lifting of standard hose from the ground to the tank weighing up to 40lbs. Occasionally climbing company approved step stool to access Anti-Freeze containers Occasionally pulling/dragging hoses out of truck up to 100ft at a time (10-40lbs) Pushing/pulling hand trucks or jacks to move product in and out of trucks Administrative duties as assigned All applicants must pass the pre-employment physical including drug & alcohol screening Work Environment: While performing essential duties of this position an individual regularly works in a variety of environments, and is required to see, talk, hear, reach, stand, walk, drive frequently, and comfortably use electronic devices and other office equipment. Essential duties require bending, squatting, climbing, lifting and twisting frequently. Noise level in the workplace can vary based upon the work environment. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve. Average Annual Earnings : $55,000-$75,000 The compensation for this role is comprised of a weekly base salary plus uncapped commission. Actual total earnings will vary based on performance and location and may fall outside of the range shown. Join Crystal Clean as an Antifreeze Sales & Service Representative! Are you a motivated, customer-focused individual looking to make a splash in a growing industry? Crystal Clean (CC) is calling on energetic professionals to join our dynamic team as an Antifreeze Sales & Service Representative (AFSR). With us, you'll not only get to work with a leader in environmental services but also enjoy a rewarding career with competitive pay, comprehensive benefits, and plenty of room for growth. Plus, we offer complete training to set you up for success! Why Choose CC? At Crystal Clean, we're more than just an environmental services company-we're a team dedicated to innovation, sustainability, and excellence. As a publicly traded leader in our field, we provide an environment where your skills and ambition can truly shine. What You'll Do: Drive Sales Growth: Use your sales skills to boost our antifreeze business with both new and existing customers. Deliver Exceptional Service: Handle antifreeze containers, operate commercial vehicles, and manage waste drums using top-notch equipment. Promote Safety: Follow all safety guidelines, conduct vehicle inspections, and align work orders to maximize efficiency. Build Relationships: Develop strong customer connections, pursue additional services, and generate new business leads. Achieve Goals: Meet sales targets and contribute to revenue growth while maintaining compliance with DOT requirements. What We're Looking For: Effective Communicator: Strong communication skills with an eye for detail. Customer-Oriented: Ability to engage with customers, sales teams, and corporate departments effectively. Tech-Savvy: Comfortable with electronic devices, computers, and truck equipment. Experienced: Route sales experience is highly preferred, but not required. Certified: High School diploma or equivalent, with or the ability to obtain a Class B CDL, Med Card, Airbrake, and HAZMAT certifications. Physical Requirements: Lift hoses weighing up to 40lbs and occasionally climb to access containers. Pull hoses up to 100ft, push/pull hand trucks or jacks, and handle other physical tasks. Must pass a pre-employment physical and drug screening. Work Environment: Work in varied environments with a range of noise levels. Frequent physical activity, including bending, lifting, and climbing. Why You'll Love Working with Us: Competitive Salary: Attractive pay with performance incentives. Excellent Benefits: Comprehensive health, dental, vision, and more. Career Advancement: Opportunities for growth and professional development. Inclusive Culture: We value diversity and encourage individuals from all backgrounds to apply. Ready to Make a Difference? If you're ready to jumpstart your career and be part of a team that's shaping the future of environmental services, apply now to become an Antifreeze Sales & Service Representative at Crystal Clean. Let's work
    $55k-75k yearly 10h ago
  • Commercial Sales Representative

    Roofing Talent America (RTA

    Finance service representative job in Brooklyn Park, MN

    Sales Representative - Commercial Roofing Compensation: $85,000 base + competitive commission potential Take Your Sales Career Further, Faster. As a Sales Representative, you'll have the independence to drive sales, the backing of $100M in growth capital, and the support of a leadership team that truly invests in your success. Competitive base pay, uncapped commissions, and real career growth make this the perfect role for a driven sales professional ready to make their mark. What's in it for you? Base salary $85k + $50-$60k annual commission potential Profit share program 401(k) with company match Vehicle + gas card Health, dental, and vision insurance PTO Company Overview: Our client is part of a private equity-backed group that's rapidly expanding its national presence in commercial roofing. With $100M in growth capital, they're fueling expansion by partnering with established businesses while preserving their culture, and by opening new branches across the U.S. It's the best of both worlds-entrepreneurship without the risk. Built on financial strength and a people-first mindset, the company delivers large-scale re-roofing projects along with new construction, service, design, and consulting. Looking ahead, one of their biggest priorities is expanding the service and repair division. Your Role: Hunt new business through cold calls, outreach, and networking Close sales and drive revenue in the Minnesota market Build and maintain strong client relationships Identify opportunities in both commercial and service markets to grow the client base How to Apply: You'll hear back within 48 hours. If you don't have an updated resume, no problem-we'll help you with it. Contact: 📧 ******************************** 📞 **************
    $50k-60k yearly 5d ago
  • Trader, Fixed Income

    Thrivent 4.4company rating

    Finance service representative job in Minneapolis, MN

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary Under the direction of Senior Traders and the Director of Fixed Income Trading, executes purchases and sales of fixed income securities that are authorized by portfolio managers. Securities will primarily be investment grade corporates, but would also include U.S. government and agency securities, high-yield corporates, leveraged loans, emerging market debt, preferred securities, and index derivatives. Add value to the investment process by effectively engaging with Traders, Portfolio Managers and Analysts. Job Responsibilities and Duties Under the direction of Senior Traders and the Director of Fixed Income Trading, execute purchases and sales of fixed income securities that are authorized by portfolio managers. Provide direct trading support to Senior Traders, the Director of Fixed Income Trading, and the overall trading desk operation (some support work will be administrative). Assist in the management of the primary market new issue process, including issue information, price guidance, order processing, allocation and ticketing. Execute electronic orders on various fixed income trading platforms including but not limited to Blackrock Solution's Alladin OMS, Bloomberg, MarketAxess, and TradeWeb. Confirm and coordinate trade executions with brokers and Thrivent Operations/Settlements teams as needed. Assist trading desk with the development of trade ideas and monitoring of both executed and open orders. Deliver on ad hoc requests from traders, portfolio managers, and analysts. Help identify, work to innovate, and improve processes within the trading environment to reduce operational risk, improve efficiency, and automate where possible. Work closely with Portfolio Compliance (addressing alerts and restrictions). Generate commission reports and assist in monitoring budgets. Assist in the preparation of transaction cost analyses. Job Qualifications Required: Master of Business Administration, Finance or other advanced degree in a relevant field with at least 1 year work experience in securities analysis, an applied securities analysis program or the equivalent; or a 4-year degree with an emphasis in finance, business or other relevant subject area with at least 3 years experience in institutional investment trading, operations or other relevant role. Strong written, verbal, and interpersonal skills. Proficiency with Blackrock Solution's Alladin OMS, Bloomberg, and Excel; some experience with other electronic trading platforms desirable. Rigorous attention to detail, proactive, organized, and efficient. Consistently demonstrates an ability to think quickly, logically, and apply good judgment. Ability to multi-task and manage conflicting priorities effectively in a dynamic market environment. A natural sense of curiosity and the drive necessary to self-educate utilizing the role's access to information and resources. Preferred: CFA designation or demonstrated progress towards completion is desirable. Additional Information This position requires you to work on-site in Minneapolis, MN a minimum of 5 days a week. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $107,125.00 - $144,933.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $107.1k-144.9k yearly Auto-Apply 60d+ ago
  • Banking Associate Attorney

    Messerli & Kramer P.A 4.1company rating

    Finance service representative job in Minneapolis, MN

    Job DescriptionDescription: Founded in 1965, Messerli Kramer is a Top 20 Minnesota law firm with locations in Minneapolis, St. Paul, and Plymouth. We have a hard-earned reputation within the business community of providing sound, reasoned and comprehensive legal services. With an emphasis on building lasting relationships with our clients, our professionals take the time to listen and understand legal issues within the larger framework of the business as a whole. We are seeking an Associate Attorney with our downtown Minneapolis office to practice in the area of commercial banking. Successful candidates will have 3+ years of substantive experience in wide array of commercial banking transactions, including drafting and negotiating complex loan documentation, reviewing due diligence materials, including the diligence material for real estate and asset based lending transactions. Candidates should also have substantive experience in construction lending, real estate and asset based lending as well as financing for land development. Benefits Medical, Dental, & Vision Insurance HSA & FSA Accounts Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan 401K, with 4% company contribution (after completion of 1 year of service) Paid time off Paid company holidays Company Paid Basic Life Insurance Employee Assistance Program Monthly reimbursement for Parking and cell phone Annual Marketing & Business Development budget provided Bar license and CLE reimbursements Building amenities include: onsite restaurants & onsite free gym Hybrid Remote Schedule This is a great opportunity to become part of a talented team in a great work environment. We are looking for highly motivated talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. If you would like to join us, please apply via Paylocity or send your resume to *****************************. Messerli Kramer is fully committed to equality of opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. Requirements: We are looking for a highly motivated individual with excellent interpersonal, analytical, attention to detail, and drafting skills, along with strong commercial banking experience, academic and professional credentials. The successful candidate will also possess the ability to prioritize, multi-task and work independently with minimal supervision in a fast-paced environment, while working collaboratively with the rest of the team. Must be licensed to practice law in MN. This is a great opportunity to become part of a talented team in a great work environment. We are looking for dynamic talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. Base compensation will vary based on level of experience and practice specialty. Associate compensation range $150,000-200,000. Associate Attorneys are also eligible for quarterly and/or annual bonus incentives based on performance.
    $150k-200k yearly Easy Apply 2d ago
  • U.S. Private Bank - Private Banker - Associate

    JPMC

    Finance service representative job in Minneapolis, MN

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills Three plus years of work experience in Private Banking or Financial Services Bachelor's Degree required; MBA, JD, CFA, or CFP preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $42k-87k yearly est. Auto-Apply 60d+ ago
  • Part Time (20 Hours) Associate Banker, (New Build) Bunker Lake Blvd and Quinn St Branch, Andover, MN

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Coon Rapids, MN

    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 **Base Pay/Salary** Andover,MN $22.50 - $27.60 / hour Coon Rapids,MN $22.50 - $27.60 / hour
    $22.5-27.6 hourly 16d ago
  • Financial Services Representative - State Farm Agent Team Member

    Ben Meyer-State Farm Agent

    Finance service representative job in Minneapolis, MN

    Job DescriptionBenefits: 401(k) 401(k) matching Company parties Competitive salary Free food & snacks Opportunity for advancement Paid time off Signing bonus ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ben Meyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. Use a customer needs-based approach to multiline and deepen customer relationships. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. As an Agent Team Member, you will receive: Group Life Insurance Benefits 401K Salary plus commission/bonus Paid time off (vacation and personal/sick days) Disability benefits Flexible hours Valuable experience Growth potential/Opportunity for advancement within my agency Sign on bonus
    $32k-48k yearly est. 6d ago
  • Associate banker

    Bank of Montreal

    Finance service representative job in Blaine, MN

    Application Deadline: 01/13/2026 Address: 1520 109th Avenue NE Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 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-50.5k yearly Auto-Apply 9d ago
  • Commercial Banking Associate

    Bridgewater Bank 4.2company rating

    Finance service representative job in Bloomington, MN

    We are seeking a meticulous and self-directed Commercial Banking Associate to provide administrative management of a diverse loan portfolio to ensure client requests are promptly completed and communicates effectively with the Lending Hub regarding management of loan portfolio. The ideal candidate will have prior experience in Commercial Real Estate. RESPONSIBILITIES: File appropriate reports which may include title search, title work, flood certificates, surveys or other due diligence information from various sources and prepare reports and/correspondence as appropriate. Proactively monitor compliance tracking system to ensure lien is recorded timely this includes insurance and real estate tax monitoring. Manage internal/external requests and financial transactions within the term of the loan documentation, bank policies and procedures. Includes draws, payments, wire transfers, payoffs, and collateral releases. Resource for Lenders, Loan Administrators, clients, and outside agencies by performing a variety of customer service activities including responding to requests, researching discrepancies, and resolving issues. Perform maintenance on E/O/D, non-accrual, and special mention loan accounts. Manage or maintain Loan Participation portfolio, general ledger accounts, flood related compliance audits and logs, Letter of Credit Log and other daily, month or quarterly reports as assigned. Monitor payment and correspondence related to real estate taxes and insurance including REO properties, as assigned. Manage, monitor and/or report activity related to denied/not approved loans, as assigned. QUALIFICATIONS: 5-7 years of Commercial and Consumer loan servicing experience Strong oral and written communication skills High attention to detail and knowledge of rules, regulations and policies relating to loan documentation Bachelor's degree preferred ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We are on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! COMPENSATION & BENEFITS: The typical annual base pay range for this role is between $27.70 - $33.70 Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Non-Exempt
    $27.7-33.7 hourly 58d ago
  • Commercial Banking Associate

    Alerus Financial 4.0company rating

    Finance service representative job in Minnetonka, MN

    WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Commercial Banking Associate position is pre-closing fulfillment of commercial lending transactions through assisting, coordinating, and reinforcing the sales efforts of the commercial banking staff. Managing the administrative work and due diligence related to commercial banking and lending to ensure adherence to the approved transaction. It will be expected to maintain a customer focus and will partner with underwriting, relationship management and loan operations to deliver superior customer experience. WHAT YOU'LL BE DOING: Manage commercial loans through Commercial Lending Delivery (CLD) workflow system from application through post-closing and completion. Enters complete and accurate applications, performs pre-closing and post-closing due diligence, coordinates loan closing with title companies and attorney, and submits request for preparation of loan documentation. Works closely with Business Advisors to contact clients to obtain required items for submission to underwriting and/or ongoing tickler file monitoring. Manage loan closing pipeline and coordinate loan closing dates with Business Advisor. Indexes financial and supporting documentation for loan files to Nautilus. Responsible for obtaining KYC, CIP, CDD and Beneficial Ownership for commercial loan and deposit clients. Opens commercial depository accounts for assigned Business Advisors and collaborates with Treasury Management, Private Banking or Retail teams to facilitate client needs. Provides general customer service and acts as a point person in resolving client issues for assigned Business Advisor portfolio. Coordinates with Business Advisor and enters business overdraft and refund decisions. Escalates decision approvals according to credit policy's approval limit authority. WHAT YOU SHOULD HAVE: Bachelor's degree or equivalent combination of education and/or related experience in the financial industry. 1+ year of commercial lending and/or deposit experience. Understanding of commercial lending and deposits, bank operations, products and services, business entity structure and documentation. Capacity to manage and stay organized while working with high volume, time sensitive transactions and portfolios. Ability to be flexible, implement continuous change and demonstrate a positive attitude. High level of commitment to accuracy and detail. Effective written and verbal communication skills. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: $24.50 - $30.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $24.5-30 hourly 2d ago
  • Patient Financial Services Representative

    Fairview Health Services 4.2company rating

    Finance service representative job in Saint Paul, MN

    This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics. * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work Preferred Qualifications * 1 year Medical billing office setting experience * MS Office experience * Insurance/follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 13d ago
  • Financial Services Specialist

    Servion

    Finance service representative job in New Brighton, MN

    REPORTS TO: Chief Financial Officer (CFO) Primarily performs administrative work which includes coordination and implementation of high-level clerical and office support duties such as organizing, scheduling, researching, compiling, processing and maintaining strict confidentiality. Contacts are primarily with members/clients, co-workers and vendors mainly to assist with information exchange, problems solving or requests. ESSENTIAL RESPONSIBILITIES & DUTIES: Assist Investment Advisors with processing and maintaining investment and insurance accounts such as preparing documents, filing, copying, ordering office supplies and other duties as assigned. Performs necessary functions with investment and insurance planning software programs; Enters data into multiple tracking systems; Scans and catalogues member/client files. Maintains a professional and organized office; Answers phones, greets and directs visitors. Processes and tracks applications for individual members/clients in addition to working with the branch office and applicable insurance companies. Solves member/client problems or determines the best way to solve member/client problems. Coordinate marketing and advertising approval; Maintain supplies for all marketing materials, investment and insurance-related information and documents. Compiles information and reports as requested or scheduled. Composes and types routine correspondence, maintains up-to-date files. Ensures that mail is retrieved, sorted and routed to the appropriate individuals. Provides logistical support and preparation for seminars and meetings. Assists advisors in trade review to be in compliance with FINRA/Sec 211; Gathers suitability requirements; Updates SmartWorks system to maintain industry compliance. ESSENTIAL DUTIES, KNOWLEDGE, SKILLS, ABILITIES: Knowledge of Credit Union and Financial Services Industry. Manage own work flow and resolve questions and problems with supervisor. Interpret various financial investment documents and communicate information in a comprehensible manner. Perform and apply basic math functions. Confidentiality: Maintain confidentiality of client and company information. Reporting, letter preparation and other related communications skills. Proficiency in using and learning Microsoft Office and applicable software. Ability to interpret various investment related documents and communicate information in a comprehensible manner. Ability to comprehend the consequences of various problem situations and to refer such problems to the appropriate individual for decision making. General: Must work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours) to communicate with employees, customers, managers and any other person or organization with whom interaction is required to accomplish work and company goals. Must maintain courteous, professional and effective working relationships with employees at all levels of the organization, customers, vendors and/or any other representatives of external organizations. Communicate information and state problems or challenges to be resolved in a clear, concise, courteous, nondiscriminatory and professional manner, and be able to provide clarification if necessary. Must be capable of adapting, with minimal or no advance notice, to changes in how business is conducted, and work is accomplished, with no diminishment in work performance. Actively participate in quarterly performance meetings; meet or exceed all performance metrics. Follows company policies and procedures. Perform other duties as required. COMPENSATION: $20.50 - $23.80 per hour Servion has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information. General Description of Benefits: All full-time employees are eligible for Medical Insurance, Telehealth Services, Dental Insurance, Vision Insurance, Life Insurance, Short-term Disability, Long-term Disability, Legal and Identity Theft Protection, Critical Illness Insurance, Hospital Insurance, Accident Insurance, Participation in 401k Plan with up to 5% company match, and Variable Bonus Pay. Requirements REQUIRED QUALIFICATIONS: Education: High school diploma, general equivalency diploma (GED) or an equivalent combination of education and experience. Experience: 1+ year administrative or legal support and 6+ months financial services industry training or experience preferred. Licenses/Certifications: None, however, must be able to obtain license within 6 months to a year of hire.
    $20.5-23.8 hourly 60d+ ago
  • Community Banker I

    American National Bank 4.4company rating

    Finance service representative job in Minneapolis, MN

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
    $20.5-25 hourly 23d ago
  • Sales Representative

    Roofing Talent America (RTA

    Finance service representative job in Minneapolis, MN

    Sales Executive - Exterior Restoration OTE $250k+ (Commission & Benefits) Minneapolis, MN A Sales Job Designed For The 1% We are working with the most formidable roofing and exterior restoration platform in the Midwest. They are looking for the best sales talent in the industry to come in and make huge commissions, with opportunities for progression within the wider portfolio. You will be given all the support needed to elevate your career to the next level, without the burden of micromanagement or a toxic working environment. Join this private equity backed powerhouse and build your revenue, status and name within a booming industry. APPLY today for a confidential chat: ***************************** **************
    $44k-77k yearly est. 3d ago
  • U.S. Private Bank - AWM Program Associate

    JPMC

    Finance service representative job in Minneapolis, MN

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, and Skills Three plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $42k-87k yearly est. Auto-Apply 1d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Minneapolis, MN

    Application Deadline: 01/13/2026 Address: 320 E Lake Street Job Family Group: Retail Banking Sales & Service Bilingual Spanish Speaking Preferred 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 - $50,500.00 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-50.5k yearly Auto-Apply 42d ago
  • Part Time (20 Hours) Associate Banker, (New Build) Bunker Lake Blvd and Quinn St Branch, Andover, MN

    Jpmorganchase 4.8company rating

    Finance service representative job in Andover, MN

    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.
    $26k-46k yearly est. Auto-Apply 15d ago
  • Associate Relation Banker - Nicollet Mall - Minneapolis, MN

    JPMC

    Finance service representative job in Minneapolis, MN

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service Job responsibilities Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want. Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $42k-87k yearly est. Auto-Apply 60d+ ago
  • Part Time (20 Hours) Associate Banker, (New Build) Bunker Lake Blvd and Quinn St Branch, Andover, MN

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Andover, MN

    JobID: 210687275 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Andover,MN $22.50-$27.60 Coon Rapids,MN $22.50-$27.60 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.
    $26k-46k yearly est. Auto-Apply 17d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Maple Grove, MN?

The average finance service representative in Maple Grove, MN earns between $27,000 and $57,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Maple Grove, MN

$39,000

What are the biggest employers of Finance Service Representatives in Maple Grove, MN?

The biggest employers of Finance Service Representatives in Maple Grove, MN are:
  1. Zach Augustyn-State Farm Agent
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