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  • Customer Service Representative

    Spectrum Staffing Services/Hrstaffers Inc.

    Finance service representative job in Elm Grove, WI

    This full-time Customer Service Representative role supports daily production and customer needs within a reconditioning and manufacturing environment. The position plays a key role in coordinating customer orders, processing production documentation, and ensuring smooth communication between customers, sales, and operational teams. This role offers hands-on exposure to manufacturing operations, customer interaction, and cross-functional collaboration. RESPONSIBILITIES Serve as a primary point of contact for customers by responding to calls, emails, and written inquiries regarding pricing, lead times, order status, and product questions. Create, enter, and maintain customer purchase orders, sales orders, and production orders while ensuring data accuracy within internal systems. Prepare quotes, confirmations, and order updates while supporting sales initiatives, expediting requests, and customer follow-ups. Process reconditioning documentation including routing, sorting, output tracking, and preparation of production paperwork with required instructions. Coordinate order flow and priorities with production teams and leadership to meet customer delivery expectations. Support shipping and order completion activities by reconciling quantities, closing orders, preparing delivery paperwork, and maintaining organized records. Receive, unpack, sort, and identify incoming customer tools and materials for processing. Assist with account maintenance, system updates, inspections, returns, credits, and data corrections as directed. Provide administrative and operational support to leadership to ensure daily production and customer service goals are met. Develop and maintain working knowledge of products, services, and reconditioning capabilities. QUALIFICATIONS Previous experience in customer service, order processing, or administrative support within a manufacturing or industrial environment preferred. Strong communication skills with the ability to professionally interact with customers and internal teams. High attention to detail and accuracy when managing orders, documentation, and system data. Ability to prioritize tasks, manage multiple requests, and work effectively in a fast-paced environment. Proficiency with basic computer systems and order management or ERP platforms is a plus. BENEFITS Full-time, day-shift schedule providing work-life balance. Opportunity to gain experience in manufacturing operations and production coordination. Collaborative team environment with exposure to multiple departments. Stable role within an established organization offering long-term growth potential. Hands-on involvement in processes that directly impact customer satisfaction and operational success.
    $29k-38k yearly est. 5d ago
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  • Customer Service Representative

    Graff 3.6company rating

    Finance service representative job in Oak Creek, WI

    GRAFF, a division of Meridian International Group, is an Oak Creek, Wisconsin area-based global manufacturer and distributor of high-end, luxury kitchen and bath faucets, fixtures, and accessory products. We are currently seeking a talented Customer Service Representative to join our growing team and provide a high level of professional customer service. The successful candidate will have a minimum of 3 years of professional customer service experience in a manufacturing or distribution operation. This position entails order entry in our ERP system as well as answering incoming calls for customer inquiries, from order status, product information to order placement. The Customer Service Representative will be adept at multi-tasking in a fast-paced environment with exceptional communication skills. This is an on-site position. Key Duties and Job Responsibilities: Provide superior customer service to both internal and external customers via phone and email. Answer high phone call volume to respond to customer requests and provide resolution to customer concerns. Prepare, review, process and accurately enter a high volume of sales orders. Support field sales staff including Regional Managers and Manufacturer's Sales Reps. Administrative support activities, as needed, including issuing product returns and credits and special projects. Provide applicable basic technical support regarding product and application questions. Performs other related duties as assigned. Knowledge, Skills, and Abilities: A strong customer focus and approach with outstanding customer service skills. The ability to multi-task and time management skills in a fast-paced environment. Detail orientation and accuracy in the administration of customer accounts and data. Proficient technology and computer skills including Microsoft Office, particularly Excel and Outlook, and CRM or ERP software systems for order entry. Interpersonal skills to relate to customers and address their concerns diplomatically. Exceptional follow-up and organizational practices to best serve customers' needs. Education and Work Experienced Desired: Bachelor's degree or equivalent related combination of professional experience and education/training desired. Three years of professional customer service experience in a manufacturing or distribution setting is required GRAFF offers a comprehensive employee benefits package available including medical, dental, and vision insurance, both company paid and voluntary supplemental life insurance, short and long-term disability insurance, PTO (Paid Time Off), and a 401k plan with a company match. If this opportunity sounds like a career fit for you, we would love to hear from you. Please send your resume and starting salary requirements for immediate consideration for the Customer Service Representative role. Please visit our websites for additional information regarding our growing organization and team: ********************* and ********************
    $29k-37k yearly est. 2d ago
  • Customer Service Representative

    Culligan International 4.3company rating

    Finance service representative job in Union Grove, WI

    Benefits: * SARSEP Retirment Match * Weekly Wellness Time Off * Employee discounts * Opportunity for advancement * Paid time off Meredith's Culligan Water is seeking an individual experienced in customer relations. The Customer Service Representative works directly with customers to discuss orders, resolve problems, and meet related needs. To be a successful Customer Service Representative, you should be detail-oriented, organized, and have strong interpersonal and communication skills. Responsibilities * Schedule service and delivery orders via phone, emails, text, and in person * Quick problem solving skills to help customers with unique needs * Strong attention to detail, this is a dynamic role * Provide proactive sales support by developing close relationships with customers * Coordinate schedules with the service/operations team * Contact customers for purposes of scheduling additional services or offering maintenance plans * Refer unresolved customer grievances to designated departments for further investigation Desired Qualities * Top notch communication skills, both written and verbal * The ability to be a team player with a smile * Minimum of two years of customer service experience * Strong time management and project management skills * Proficient in Microsoft Office & Software (word, excel, google suite) * Multi-tasking ability with multiple software programs * Willing to become a water treatment expert through training Benefits/Perks * Medical insurance * Dental insurance * SARSEP Retirement with company match * Vacation, paid time off * Company-paid training * Employee discounts for Culligan in-home products * Additional perks available About Culligan As the world's leading water experts, we are dedicated to delivering high-quality water solutions to residential, commercial, and industrial customers. Culligan International offers technologically advanced, state-of-the-art water filtration products, including water softeners, water filtration systems, industrial water treatment solutions, drinking water systems, and whole-house filtration systems. Compensation: $16.00 - $19.00 per hour About Culligan Great tasting water. Brighter future. Bigger job opportunities. Culligan is making a real difference in the lives of people all over the world by providing better, cleaner water through our suite of innovative products and exceptional customer service. Join the Culligan team. Apply for a job now. Culligan provides healthy, delicious water for our customers in their homes, offices, businesses, and industrial facilities around the world. Our complete line of water softeners, water filtration systems, commercial and industrial water treatment solutions, drinking water systems, whole-house filtration systems and bottled water delivery options set the standard in the water treatment industry. This location is independently owned and operated. Your application will go directly to the owner, and all hiring decisions will be made by the management of this location. All inquiries about employment at this location should be made directly to the location owner, and not to Culligan Corporate.
    $16-19 hourly 9d ago
  • Customer Service Representative

    Premium Waters 4.3company rating

    Finance service representative job in New Berlin, WI

    Premium Waters, Inc. is a bottled water company focused on providing quality products for our customers while being a positive partner in communities in which we operate. If you want to be a part of a growing organization committed to inclusion, development and quality in everything we do, come join our New Berlin Customer Service Team! M-F Daytime Schedule. Our safe, family-friendly work atmosphere will support you and your career goals as we serve each other and our customers with a safe, healthy water product. As a valued team member, you will enjoy: • Competitive compensation • Comprehensive offering of benefits which include medical, dental, vision, life insurance, STD and LTD. A very rich paid time off program, paid parental leave, 401k with match, educational reimbursement, a very robust wellness program and opportunities for volunteerism.• Stability - Premium Waters is a financially sound organization that has grown through acquisition and continued reinvestment in the organization. If you have the following, Premium Waters wants to hear from you: High School or GED, plus 2 years related customer service experience Excellent oral/written communication skills General Accounting/Accounts Relievable experience Ability to multi-task and strong attention to detail Microsoft Office Proficiency Very adaptable - responds effectively to changes in situation or information All new hires must pass a physical exam, background check and drug test. All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.
    $30k-36k yearly est. Auto-Apply 3d ago
  • Dispatch & Customer Service Representative

    Ozinga 4.3company rating

    Finance service representative job in Franklin, WI

    Overview Salary: $51,000 - $64,000 Annually Summary: The Dispatch & Customer Service Representative is primarily responsible for coordinating the timely delivery of concrete from plant locations to job sites according to customer requests and expectations while using the most efficient and cost-effective processes possible. This position involves computerized dispatching of company trucks and tendering of loads to outside trucking companies. Principal Duties and Responsibilities: Customer Service: •Receives customer order from order taker or telephone call •Effectively communicates with customer for information to determine proper quantity, mix, delivery time and job site location for each order. Also makes note of any special or unusual customer requests •Suggests value-added products to customers to enhance product performance based on the nature of the customer's job •Enters the customer order timely, accurately, and completely into the dispatch system •Advises customer of any potential issues/concerns regarding product order such as load limits, scheduling conflicts, vehicle weight limitations, etc. Dispatching: •Schedules mixer trucks to ensure maximum utilization and efficiency while meeting the needs and expectations of customers •Generates accurate and complete delivery tickets to the plant manager in a timely manner •Communicates with mixer drivers, plant managers, production managers and operations manager on a frequent and regular basis to avoid or address issues, concerns, or problems •Monitors mixer truck status on a constant basis to ensure customer satisfaction and maximum equipment and labor utilization •Works closely with operations to ensure drivers are in compliance with local, state and federal DOT guidelines and regulations •Works closely with remote dispatch offices to move equipment and people to meet customer demands. •Attends sales meetings to get/give information regarding scheduling of plants and equipment to meet customer needs •Adjusts dispatch schedule as needed to reflect current and accurate information •Communicates with plant manager daily to advise of mixer driver start and finish times Global Responsibilities: •Regular attendance and physical presence at the office or jobsite is an essential function of this position, this would not apply if specifically hired to work remotely •This job may require additional duties not listed above and the employee may be asked to perform those duties to meet business needs Qualifications: Education/Specialized Knowledge/Professional Certifications: •High School Diploma or equivalent required •Knowledge of geographic area where dispatching is strongly preferred Experience: •Minimum three years of work experience required with construction or concrete industry experience preferred •Experience working with personal computer Skills/Abilities: •Demonstrated ability to work with basic mathematics to include addition, subtraction, multiplication, and division (including fractions) •Must be able to read, write, speak, and understand English •Ability to read and interpret maps and directions •Effective oral and written communication skills •Ability to handle multiple competing tasks •Ability to work independently and with minimal supervision Working Conditions: •Professional environment within a climate-controlled office environment •Extended eye exposure to CRT screen •Long hours may be required as business deems necessary •Possible early morning start times according to the season or weather demands •Customer contact may result in stressful situations Physical Requirements: •Extensive radio and phone communication •Extended periods of sitting in chair, occasional standing, bending, kneeling, stooping, reaching, grabbing, and pulling •Frequent use of fingers, wrists, and hands to enter data using a keyboard •Occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl •Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus Benefits Information At Ozinga, we care about the well-being of our team members both in and out of the workplace. That's why we're proud to offer a comprehensive benefits package designed to support your health, financial security, and overall quality of life. Our benefits include: • Medical, Dental, and Vision Insurance - Protecting your health and providing peace of mind. • Retirement Plan Options - Helping you build a secure future. • Voluntary Benefits - Helping you to cover unexpected expenses. • Work-Life Balance - Supporting flexibility so you can thrive in every area of your life. • Employee Assistance Program - Offering confidential support for personal and professional challenges. • Wellness Program - Promoting a healthy lifestyle through resources and incentives. We believe that when our co-workers feel their best, they can do their best. Join us and experience the difference of working for a company that values you! Ozinga is an Equal Opportunity Employer. We consider applications for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, sexual orientation, citizenship status, genetic information, or any other legally protected status.
    $51k-64k yearly Auto-Apply 2d ago
  • Representative - Customer Service (OEM)

    Wesco 4.6company rating

    Finance service representative job in Germantown, WI

    As a Representative - Customer Service (OEM), you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed. Responsibilities: Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints. Process payments for cash account customers. Research and resolve customer problems, acting as the customer liaison between other departments when necessary. Back-up support for sales telephone inquiries and order entry. Qualifications: High School Degree or Equivalent required Associates' Degree (U.S.)/College Diploma (Canada) preferred 2-4 years of relevant experience Solid interpersonal skills that allow one to work effectively in a diverse working environment Able to effectively communicate both verbally and in writing Able to work well under pressure Strong attention to detail Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times Computer literate, including effective working skills of MS Word, Excel, and e-mail
    $27k-35k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Milwaukee, WI

    Position Description: This position is responsible for sales activities from lead generation through the project management process. Develop and implement agreed upon Sales and Marketing Plan which will meet both personal and business goals of expanding customer base in the marketing area. Work with the center's management and support teams for the achievement of customer satisfaction and revenue generation. Core Responsibilities: Serve as first point of contact for walk-in, email, E-commerce and telephone customers. Understand the sales process enough to consult with customers to determine project needs and solutions. Follow up on new leads and referrals resulting from telephone, marketing and email activity. Delegate customers that require site surveys to either Outside Sales person or installer Prepare estimates and establish/maintain estimate follow-up procedures. Enter work orders and manage project from the beginning to completion Contact customers within 3-5 days or order pick-up/delivery to confirm customer satisfaction. Identify and resolve customer satisfaction issues. Communicate with customers on order status and changes the production schedule. Develop annual sales plan with Franchisee or Center Manager, detailing activities to follow during the fiscal year. Demonstrate the ability to carry on a business conversation with customers and decision makers. Consultatively sell and make recommendations to prospects and clients using various products and Brand Standards. Identify sales prospects and contact these using a “drill down” and “share of wallet” concept. Develop and maintain a database of qualified leads through referrals, telephone canvassing, direct mail and email. Develop a complete understanding of pricing and proposal models. Maintain an attractive retail environment (clean, organized and functional). Support center Franchisee or center manager as needed with reports, close-out, invoices, and daily, weekly and monthly paperwork. Assist in the implementation of company marketing plans as needed. Adhere to all company policies, procedures and business ethics codes. Assist in collection of account receivables. Daily account reconciliation Compensation: Hourly pay plus monthly production bonus Simple IRA Health Insurance Compensation: $14.00 - $20.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $14-20 hourly Auto-Apply 60d+ ago
  • Banker Associate, Emerging Middle Market - Associate

    JPMC

    Finance service representative job in Milwaukee, WI

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $38k-80k yearly est. Auto-Apply 60d+ ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Menomonee Falls, WI

    Application Deadline: 01/30/2026 Address: N82 W15415 Appleton Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 12d ago
  • Part Time Associate Banker Milwaukee Area (30 Hours)

    Chase 4.4company rating

    Finance service representative job in New Berlin, WI

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $35k-84k yearly est. Auto-Apply 60d+ ago
  • Part Time (20 Hours) Associate Banker, (New Build) Bluemound and Moorland Branch, Brookfield, WI

    Jpmorganchase 4.8company rating

    Finance service representative job in Brookfield, WI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $21k-40k yearly est. Auto-Apply 6d ago
  • Financial Representative

    Empire Growth Partners/Northwestern Mutual

    Finance service representative job in Milwaukee, WI

    As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $29k-57k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Joe Woelfle-State Farm Agent

    Finance service representative job in Mequon, WI

    Job DescriptionBenefits: Hiring bonus Health stipend Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 6/63/65 or 7 licenses will be required.
    $26k-41k yearly est. 23d ago
  • Financial Counseling Rep I

    R1 Revenue Cycle Management

    Finance service representative job in Milwaukee, WI

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail. Responsibilities: Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment. Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. Contact insurance carriers or other sources and act as an advocate for the patient. Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved. Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations. Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. Maintain accurate documentation of pre-processing information. Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. Perform all other duties and projects as assigned. Required Qualifications: High school diploma is required At least one year of call center experience Attention to detail Strong customer service experience Ability to multi-task and navigate between multiple systems simultaneously Ability to handle a large volume of incoming calls Desired Qualifications: Previous experience as a financial counselor with background in medical terminology preferred Understanding of State and Federal assistance Physical Requirements: See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands. Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment. Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations. Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc. Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.). For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook
    $15.4-22.5 hourly Auto-Apply 31d ago
  • Financial Aid Specialist

    North Dakota University System 4.1company rating

    Finance service representative job in Mayville, WI

    Job Title: Financial Aid Specialist Compensation: Hiring Range: $38,213.60 - $45,856.32 and will be commensurate with level of experience Benefits: Includes: single or family health care coverage (premiums paid for by the university), basic life insurance, EAP, retirement plan, tuition waiver, annual and sick leave. Optional benefits available: supplemental life, dental, vision, long- term care insurance, flexible spending account, and supplemental retirement plans. Who can apply: Internal/external candidates eligible to work in the United States. Mayville State University will not offer visa sponsorship for this position. FLSA: Non-Exempt Recruitment: Internal and External Start date: TBD Mayville State University's Values: We are here to give students a chance to prove themselves. College is often the difference between dreaming and doing. And at Mayville State University, we believe that every student - whether they are coming from high school or attempting to climb higher on the corporate ladder - deserves the opportunity to be his or her best. We grant that opportunity by supporting students with experienced, compassionate faculty, the latest learning environments, and a welcoming atmosphere that encourages self-expression and educational exploration. And we are here to be the affordable, accessible collegiate option that gives individuals the opportunity to become professional, productive members of society. It isn't enough for us to create knowledgeable graduates or even a hard-working workforce. We exist to shape citizens who'll contribute to their communities with time, talent, and treasure. We develop sharp thinkers who will lead change in both their personal and professional lives. And we give every student every opportunity to make a difference. * Affordability * Personal Service * Giving Back to the communities we live in Mayville State University's Bottom Line: We develop better leaders. One person at a time. Position Information: The Financial Aid Specialist supports Mayville State University's mission by assisting students, parents, and campus partners with financial aid processes and program requirements. This position is responsible for front line and back-end service, processing financial aid applications and documentation, and supporting the accurate administration of federal, state, institutional, and private aid programs in compliance with applicable regulations. The Financial Aid Specialist serves as a knowledgeable resource for prospective and current students by explaining eligibility requirements, application procedures, award notifications, and student responsibilities. The position works collaboratively within the Financial Aid office and with Campus partners to ensure timely communication, efficient operations, and equitable access to services for on-campus and online education students and families. The Financial Aid Specialist exercises significant judgment in interpretation and application of complex and frequently changing financial aid regulation and contributes to operational decision making, process improvement, and compliance readiness. Key Competencies: * Knowledge of federal student aid programs and financial aid regulations * Experience working in a higher education environment is preferred * Familiarity with student information systems (e.g., Peoplesoft) preferred * Ability to accurately process detailed information and maintain confidentiality * Strong organizational, communication, and customer service skills * Ability to be flexible and adapt well to change * Ability to deal with multiple tasks and deadlines * Ability to provide professional support and present a positive image of the department and Mayville State University in all circumstances Minimum Qualifications: * High school diploma or GED required * Knowledge of federal student aid programs Preferred Qualifications: * Bachelor's degree in business administration or similar field; or equivalent experience * Minimum of two years of experience and knowledge of Federal Student Aid Programs * Experience with compliance monitoring and recording * Experience with customer experience Applicants must submit the following materials to be considered fully: * A letter of application * A current resume * Three professional references Application review will begin January 12, 2026, and will continue until filled. MASU is an Equal Opportunity Employer and encourages applications from diverse candidates and candidates who support diversity. ND veteran's preference laws apply to this position. Veterans claiming preference must submit all proof of eligibility by the closing date. Proof of eligibility includes a DD-214 and if claiming disabled status, a current letter of disability. The state of North Dakota has an open records law; therefore, your application could be subject to review upon request. A criminal history background check must be satisfied prior to employment. ND Relay: ******************************** "This search is being conducted consistent with the State of North Dakota Open Records statutes."
    $38.2k-45.9k yearly 6d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Finance service representative job in Menomonee Falls, WI

    Application Deadline: 01/30/2026 Address: N82 W15415 Appleton Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 13d ago
  • Financial Services Representative - State Farm Agent Team Member

    Dexter Smith-State Farm Agent

    Finance service representative job in Sheboygan Falls, WI

    Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment. Series 6, 63, 65 or 7 license preferred.
    $26k-42k yearly est. 20d ago
  • Member Finance Representative

    Educators Credit Union 3.1company rating

    Finance service representative job in Mukwonago, WI

    Do you love building relationships? Like to learn and share your knowledge with someone who needs it? You're the perfect candidate to become a Member Finance Representative (MFR). MFRs use their knowledge to educate members on how to overcome the barriers that are keeping them from their goals. Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Interview members, receive loan applications and process new loans. Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals. Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system. Performs other job-related duties as assigned. Required Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Bilingual in Spanish/English is a plus. Mandatory Saturdays. Required Experience: Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team. Accuracy and ability to operate computers and related office equipment as necessary. High School diploma or equivalent. Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team. Physical requirements include: standing, sitting, walking, stair climbing (if applicable) using hands and fingers, talking, hearing, visual acuity, reaching including above the shoulder, occasional stooping or crouching, and lifting a maximum of 50 pounds.Equipment used includes, but is not limited to: computer, keyboard, mouse, telephone, copiers, printers, fax machine, teller drawers, cash dispense machines, drive through carriers, coin machines, filmers, scanners, card machines, atms, alarm systems, carts for pulling, and step ladders. Mukwonago Branch is located at 100 Chapman Farm Blvd. Mukwonago, WI 53149 Lobby hours: Monday-Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m., Saturday 9:00 a.m. - 12:00 p.m. Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $28k-37k yearly est. Auto-Apply 14d ago
  • Customer Service Representative

    Copart 4.8company rating

    Finance service representative job in South Milwaukee, WI

    Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned. Required Skills and Experience: * One year of office support experience in a customer service role preferred * High School diploma * Excellent customer service skills and attitude * Excellent written and verbal skills * Proficient with office equipment * Attention to detail * Problem-solving * Computer proficiency - MS Suite * Typing speed 45WPM * Professional appearance * Ability to multi-task in a fast-paced environment * Bilingual skills a plus * Occasional overtime as needed Pay $18.00 - $20.29 Per hour Benefits Summary: * Medical/Dental/Vision * 401k plus a company match * ESPP - Employee Stock Purchase Plan * EAP - Employee Assistance Program (no cost to you) * Vacation & Sick pay * Paid Company Holidays * Life and AD&D Insurance * Discounts Along with many other employee benefits. At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: * E-verify Participation * Right to Work
    $18-20.3 hourly Auto-Apply 32d ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Watertown, WI

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16 hourly Auto-Apply 60d+ ago

Learn more about finance service representative jobs

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

The average finance service representative in Menomonee Falls, WI earns between $21,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Menomonee Falls, WI

$33,000

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

The biggest employers of Finance Service Representatives in Menomonee Falls, WI are:
  1. Froedtert Hospital
  2. Joe Woelfle-State Farm Agent
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