Finance service representative jobs in Metairie, LA

About Us Revelry is a digital innovation studio headquartered in New Orleans, Louisiana. Our worldwide partners range from small businesses and startups to large, publicly-traded companies to deliver amazing products people love. We may not be advertising for your skills right now, but we could be in the future. Please review all of our open positions. About You To submit for a role we haven't identified, it's really important that you attach a Cover Letter that specifically identifies the role you'd like to fill at Revelry. We want to know what you're about and how we can potentially work together one day. Go ahead, call your shot, and tell us why you belong here. Benefits and Perks Healthcare benefits 401(k) 21 paid days off a year, plus 10 holidays Flexible work hours and locations A dynamic Wellness Program Company Culture We live our Core Values every day. We communicate openly, often and with empathy. We trust each other to perform the tasks we've been assigned and communicate challenges early. This allows us to clearly call out what we're going to do and move forward fearlessly. We apply pragmatic ingenuity to build things better. We believe in building an alliance between work and life. We are always investing in making ourselves and our company better. And we take the time to celebrate each victory. Location We are a remote-enabled company, but we actively prefer to find folks in Louisiana. Revelry Labs provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process ESSENTIAL FUNCTIONS: · Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations · Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs · Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class · Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications · Generates and prepares status and project reports for the financial aid and veterans' affairs program · Responds to student inquiries · Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed · Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner · Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files · Maintains responsibility for specific student portfolio group throughout the student's program · Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved · Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner · Scan all financial aid documents and send to Corporate Office · Run Expected Cash and Aged Report to assist in monitoring monies · Run daily ISIR Report to track possible issues with verification · Assist with the reconciliation of all Title IV programs EDUCATION: · Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred EXPERIENCE: · One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting · Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred KNOWLEDGE: · Federal, local and state programs that provide financial assistance to students · Pertinent laws, rules and regulations such as Federal Title IV regulations · Various software programs and data systems as they relate to financial aid SKILLS: · Planning and organizational skills · Effective oral and written communication skills · Interpersonal skills including tact, patience and courtesy · Demonstrate analytical, organizational and supervisory skills ABILITIES: · Ensure timely and efficient delivery of student financial assistance to qualified applicants · Interpret federal and state financial aid regulations and determine appropriate course of action · Monitor and award federal and state financial aid programs · Gather, compile and analyze data and prepare reports · Establish and maintain effective working relationships with faculty, staff, students and administration · Perform consistently under the pressure of deadlines and other administrative demands · Work cooperatively with others

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. Banker 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

Job Description Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have a thorough knowledge of various federal, state, and college financial aid packages, and be able to refer potential candidates to the appropriate source. In addition the person in this position will offer information and advice regarding eligibility criteria and responsibilities, help explain policies, provide guidance through the application process, and is responsible for tracking all financial aid documents during the process. JOB DUTIES Interprets, implements, and ensures the College complies with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and Veterans Affairs Administration rules and regulations. Counsels and advises students concerning financial aid opportunities, application processes, and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs. Effectively communicates to students the importance of submitting documentation for file completion. This can be in the form of calling the student, going to the classroom to retrieve the student, and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class. Determines eligibility and awards financial aid applicants utilizing various software packages. This includes processing applications and corrections, document tracking, completing the verification process, generating tracking. and award notifications Generates and prepares status and project reports for the financial aid and veterans' affairs program. Responds to student inquiries. Communicate with appropriate state and federal agencies to resolve any conflicting issues as needed. Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner. Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files. Maintains responsibility for specific student portfolio groups throughout the student program. Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved. Assists the Corporate Office with the collection of funds and resolving verification issues in a timely manner. Scan all financial aid documents and send them to the Corporate Office. Run Expected Cash and Aged Reports to assist in monitoring monies. Run daily ISIR Report to track possible issues with verification. Assist with the reconciliation of all Title IV programs. Other duties as assigned. QUALIFICATION REQUIREMENTS Bachelor's Degree in Education, Finance, Business Administration, or Accounting preferred. One (1) to three (3) years of increasingly responsible professional-level administrative experience in a financial aid setting. Broad skills in financial aid methodology, financial aid software, and federal regulations governing student financial aid programs preferred. Knowledge of federal, local, and state programs that provide financial assistance to students. Knowledge of pertinent laws, rules, and regulations such as Federal Title IV regulations. Various software programs and data systems as they relate to financial aid. Planning and organizational skills. Effective oral and written communication skills. Interpersonal skills including tact, patience, and courtesy. Demonstrate analytical, organizational, and supervisory skills Ensure timely and efficient delivery of student financial assistance to qualified applicants. Interpret federal and state financial aid regulations and determine appropriate course of action. Monitor and award federal and state financial aid programs. Gather, compile, and analyze data and prepare reports. Establish and maintain effective working relationships with faculty, staff, students, and administration. Perform consistently under the pressure of deadlines and other administrative demands. Work cooperatively with others. COMPENSATION In the spirit of pay transparency, we can share that the pay range for this position is $40,000-$50,000 annually, commensurate with experience. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. COMPANY OVERVIEW Education Management, Inc. (dba Blue Cliff College) is committed to preparing students to function proficiently in a competitive society in the career of their choice and to create within them an awareness of professional and social responsibility, along with an appreciation of principles of ethical conduct. Blue Cliff College employs a diverse team of individuals dedicated to inspiring students to strive for excellence and to achieve maximum personal potential. We offer an excellent salary and benefits package, as well as a business casual work environment and flexible work schedule because we understand your personal life is as important as your professional life. If you're dedicated and ready to work for an organization that cares about you, please apply online. BENEFIT PROGRAM Featured benefits for full-time team members include: Health, dental, and vision insurance Life and disability insurance Critical illness, accident, and hospital indemnity insurance Pet insurance and pet discount program 401(k) plan Paid time off Equal Opportunity Employment Blue Cliff College and Current HR ("organizations") provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation. Powered by JazzHR AZyU132IYm

Job Description PRIMARY FUNCTION As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience. DUTIES AND RESPONSIBILITIES Assist members with financial transactions, including deposits, withdrawals, transfers, and loan payments. Provide accurate and efficient processing of transactions while ensuring compliance with policies and procedures. Deliver excellent customer service by addressing member inquiries, resolving concerns, and offering financial solutions. Promote credit union products and services by identifying member needs and cross-selling appropriate solutions. Assist with opening new accounts, including savings, checking, and certificates, as well as loan applications. Process instant issue debit card requests and support digital banking inquiries. Maintain a secure, organized, and professional workspace. Adhere to all security, compliance, and confidentiality policies to protect member information. Support lobby management by assisting members and directing them to the appropriate department or representative. Other duties as assigned by the supervisor. BENEFITS Competitive salary Health, dental, and vision insurance Retirement savings plan Paid time off and holidays Ongoing training and professional development opportunities The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position. If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply!

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. Banker 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 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Job Details Main - HOUMA, LA Full Time High School $15.00 - $17.00 Hourly None DayDescription The Electronic Banking Representative is responsible for assisting the Electronic Banking Department in all areas including handling inquiries from both internal and external customers, daily review of fraud alerts, daily review and maintenance of reports, and assist Cash Management customers. The majority of customer service is over the phone, so he or she will always present a warm-inviting tone and always treat customers with the highest level of respect. The position allows opportunities to grow in the Electronic Banking Department and take on expanded roles as knowledge in the role is gained. POSITION RESPONSIBILITIES General Job Functions Provides the Synergy Bank standard of excellence in customer service. Maintains honesty and the highest level of ethical standards. Handle customer phone calls, emails, and live chats regarding digital banking services. Daily review of Fraud Anomaly Detection alerts. Assist Cash Management customers. Assist others within the department. Assist with special projects or other duties assigned by the Electronic Banking Supervisor. Participates in bank-wide sales referral incentive program. Participate in bank-sponsored community and business development activities. Compliance with company policies. Reviews electronic deposits. Qualifications REQUIRED QUALIFICATIONS: Proficient in Microsoft Word, Microsoft Excel, and Microsoft Outlook. Ability to pay close attention to detail. Ability to multi-task in a fast-paced work environment including the ability to type and navigate a computer while simultaneously talking on the phone. Ability to comprehend and analyze information in order to draw a conclusion. Ability to maintain composure, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations. Must always be looking for ways to help others. Must be aware of the actions and reactions of others and respond appropriately. Ability to organize and prioritize daily tasks. Ability to read and interpret documents. Ability to present a business professional appearance. Must have reliable transportation to commute to and from work. EDUCATION AND EXPERIENCE REQUIRED: High School diploma or GED equivalent. Minimum 6 months in customer service. Telephone customer service EDUCATION AND EXPERIENCE PREFERRED: Previous banking experience particularly in areas of digital banking. COMMUNICATION: Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format. PHYSICAL REQUIREMENTS: Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break. Must be able to interact with the public utilizing various methods of communication. Employee may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files at ground level. This could occur as few or as many times as necessary to accomplish the requested task. MENTAL REQUIREMENTS: Must have the attention span to stay alert and attentive during a normal 8-hour workday. The Electronic Banking Representative must be able to make sound, quick decisions based on the facts of a situation and remain calm and in control in a possible ever-changing environment or an emergency. Must be able to follow instructions and procedures exactly as trained or directed by his or her supervisor. Must be able to listen to, grasp, and respond positively to supervision and instructions by Management. Physical and cognitive ability to perform the essential duties and functions of his/her job.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New Orleans area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater New Orleans, Covington, Mandeville, Slidell and Hammond areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description Build a practice from the ground up with support from mentors and training tools. Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances. After assessing your clients' needs, you will recommend and provide insurance and investment solutions to help meet their financial security goals. Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Employee discounts Health insurance Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - 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 clients with financial planning and investment advice. Assist clients 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. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Full-time Description Perform various back-office functions that support and maintain Consumer Digital Banking operations, including bank customer set up, support and troubleshooting. Assists with new system and process implementations. Location: This position may be in-person in office at a location on the Southshore or Northshore depending on a variety of factors including but not limited to candidates' geographical preference and company office space availability. Responsibilities Perform all functions and provide support for all systems, products and services relating to Digital (Internet) Banking, mobile banking, and Bill Pay including setting up new Digital Banking customers, resetting passwords, report review and troubleshooting. Professionally answer telephone calls and respond to Digital Banking Support Messages and emails to troubleshoot and resolve issues related to Digital Banking products quickly and efficiently utilizing Digital Banking back-office systems and Core Banking system Redirect non-Retail Digital Banking Messages to applicable Departments. Perform all Bill Payment functions for Consumer and Business iPay Bill Pay Perform all Zelle functions for Consumer and Business Digital Banking Maintain failed eStatement processes and notification system; run eStatement Delivery Process from Q2 Central back-office system and Foxtrot Review and input limit override requests for Mobile Deposit, Transfers, Zelle, and Bill Payment Perform fraud review processes and take appropriate action Assist with various Digital Corporate Banking customers Process change of address and contact information requests Stay up to date on various Regulations and processes regarding Digital Banking Review and work various Digital Banking, Bill Pay and Zelle reports Assist with upgrades and implementations new Digital systems, services, and processes Requirements Skills/Experience/Education High school diploma or equivalent 2 years experience in Digital (Electronic) Banking products Proficient on computer and mobile phone (Internet, smartphone apps, Bank applications) Excellent customer service skills Excellent communication skills Attention to detail Accuracy Neatness Punctual Organized Adhere to deadlines Essential Mental & Physical Requirements Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to read and interpret a document if required to perform the essential job functions. Prolonged periods of sitting at a desk and working on a computer may be required. Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development** + Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. + Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. + Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. + Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. + Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. **Client experience** + Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Compliance and risk management** + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. **Operational efficiency** + Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. + Assist banking center management with "on the job training" of new associates. + Assist with dual control vault responsibilities and audit controls. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. + Perform all other job related duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. + High school diploma or general education degree (GED) + 2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

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.

JobID: 210688995 JobSchedule: Full time JobShift: : 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. Banker 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

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Full-time Description The Float Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems when a Certified Relationship Banker permanently assigned to that branch is not available. Responsibilities Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors. Provides clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers. Resolves client problems through direct personal action or referral to proper staff member. Identifies and maximizes cross selling opportunities through client profiling and engages with team members and other business partners to make referrals. Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA). Handles client requests involving the Bank's Legal department. Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed. Cross trains and supports other positions as needed. May be assigned to opening and closing the branch and other operational tasks. May assist with loan processing and servicing. Performs other duties and special projects as needed by Branch Manager or Operations Officer. Works branch hours, including some evenings and weekends. Maintain CRB skills and knowledge as demonstrated by passing the annual CRB exam. Requirements Skills/Experience/Education High school diploma or equivalent. Ability to travel to the branch that needs a CRBI position filled. Strong desire and ability to educate and connect customers to technology. Excellent written and oral communication, customer service, and interpersonal skills. Ability to tailor features and benefits of products/services to clients with differing needs. Computer skills and ability to operate office equipment (i.e. fax, copier, calculator). Professional, confident, thorough and organized with strong follow-up skills. Essential Mental & Physical Requirements Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to read and interpret a document if required to perform the essential job functions. Prolonged periods of sitting at a desk and working on a computer may be required. Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development** + Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. + Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. + Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. + Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. + Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. **Client experience** + Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Compliance and risk management** + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. **Operational efficiency** + Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. + Assist banking center management with "on the job training" of new associates. + Assist with dual control vault responsibilities and audit controls. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. + Perform all other job related duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. + High school diploma or general education degree (GED) + 2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

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