Finance service representative jobs in Missouri - 1,764 jobs
Customer Service Representative
Ace Handyman Services Kansas City
Finance service representative job in Kansas City, MO
Ace Handyman Services of Kansas City (a division of Ace Hardware) is the fastest-growing company in the home improvement, repair and maintenance industry. This position serves as the primary point of contact in delivering our trademark helpful solutions and education to all customers, as well as consistently delivering exceptional service and scheduling jobs. Community is important to us and that starts with a team that takes care of each other. We strive to offer an employee-friendly work environment with opportunities to grow in our company.
Competitive pay ranging from $20-$22 per hour
Vacation
Company credit card
Flexible scheduling
Advancement and growth opportunities
Regular pay reviews
Plus more!
Key Responsibilities:
Professionally respond to incoming sales calls, outbound calls and follow up with leads
Offer accurate job estimates and close the sale over the phone
Create and maintain our handyman job schedule
Adjust the schedule as needed
Conduct follow up calls with customers
Accurately enter information into our CRM and sales software
Work closely with our Handyman team to ensure a smooth transition from sales to service delivery
Work towards and achieve individual and team sales goals
Basic Qualifications and Experience:
Proven track record of success in sales and customer service.
Quick thinker, organized and superb multi-tasking skills.
Excellent communication and interpersonal skills.
Self-motivated with a great attitude and ability to accurately communicate and close services on the phone.
Proficient in Microsoft Office, Teams and multiple software platforms.
Dispatching skills; Service Titan experience, a plus!
Valid driver's license and reliable transportation.
Apply now!
Ace Handyman Services is a franchise network of Independently Owned and Operated Franchises. Your application will go directly to the franchise owner, and all hiring decisions will be made by the management of that franchise. All inquiries about employment at this franchise should be made directly to the franchise owner, and not to Ace Handyman Services Corporate.
$20-22 hourly 2d ago
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Customer Service Representative - State Farm Agent Team Member
Alexa Barkley-State Farm Agent
Finance service representative job in Kansas City, MO
Benefits:
Bonus based on performance
Company parties
Competitive salary
Donation matching
Flexible schedule
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency opened its doors in April 2020 and has grown into a strong, dedicated team of six full-time and two part-time team members. I've been part of State Farm since I was 19 and, after spending time working at corporate, I decided to become an agent to build something of my own. I've always believed in helping people truly understand insurance, and that mission continues to drive our work every day.
We love being involved in the community through the South KC Rotary, Martin City Improvement District, South KC Chamber of Commerce, and Caring 4 Kids. One thing that sets our agency apart is how much we value shared experiences - when I hit agency goals, my team gets a paid trip, with round-trip flights, hotel stays, time off, and spending money included.
We're looking for energetic, hardworking, and empathetic individuals who want to be part of a supportive, high-performing team. If you're looking for a place where you can grow, feel connected, and make an impact, this could be the right fit for you.
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Alexa Barkley - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$27k-35k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Alicia Scott-State Farm Agent
Finance service representative job in Kansas City, MO
Benefits:
Simple IRA with 3% company match
Salary plus commission/bonus
Annual salary increases, along with annual PTO increases
Health benefits
Wellness stipend
Paid time off (vacation, personal/sick days, bereavement, maternity/paternity paid time)
Additional bonuses throughout the year
Flexible hours
Growth potential/Opportunity for advancement within my agency
License reimbursement
Opportunity to enroll in Team Member Hall of Fame
Includes $1000 bonus
Weekend hotel stay & banquet dinner (with guest)
Recognition plaque
Position Overview:
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financialservice products.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$27k-35k yearly est. 2d ago
Patron Services Representative
American Theatre Guild 3.9
Finance service representative job in Kansas City, MO
The American Theatre Guild is looking for a customer service driven Patron ServiceRepresentative, looking to join a fun and passionate team. We are a non-profit national Broadway presenter dedicated to providing the experience of live theatre to foster passion, inspire creativity and empower youth within our communities. We are a relatively small office with a fun, business-casual environment. The Patron ServiceRepresentative will ensure that customer service for every patron is excellent.
Benefits Include: PTO days, 10 paid holidays, paid parental leave after one year, SIMPLE IRA contributions and generous employer contributions to health, dental, and vision insurance premiums. In addition, ATG also offers professional development assistance and a flexible schedule.
Duties/Responsibilities:
Assisting patrons with ticketing needs (exchanging tickets, purchasing additional tickets, etc.)
Printing and mailing tickets to patrons on a timely basis
Managing incoming and outgoing-campaign calls
Inputting data into databases as directed
Assisting in the recording of ticket sales, revenue and income data, and sales reports
Required Skills/Abilities:
A desire to provide excellent customer service to our patrons
Experience with Microsoft Office, G Suite, and general computer skills
Exceptional organizational skills
Accuracy and attention to detail
Flexibility in an often-changing work environment
Familiarity with professional theatre terms and a love for the theater
Physical Requirements:
The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard for up to 8 hours a day
This position requires working indoors with controllable environmental conditions and temperature.
This position requires the employee to talk and hear. Requires face-to-face discussions with individuals and teams, opportunity to make decisions without supervision, mistakes are not easily correctable and have serious consequences that impact the results of co-workers, customers or the company.
Vision abilities required by this job include close vision.
Employee will spend prolonged hours in front of computer screens
Come be a part of our extraordinary team!
The American Theatre Guild is an Equal Opportunity Employer. ATGuild does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, marital status, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
$28k-37k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Anthony Luster-State Farm Agent
Finance service representative job in Saint Louis, MO
Benefits:
Incentive travel
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
401(k) matching
About our Agency:
We're proud to celebrate 15 years of serving our community with a strong, dedicated team of 11 members across two offices. Our agency is built on fostering a positive, collaborative atmosphere where every team member is valued. We prioritize work-life balance and strive to create an environment where achievements are recognized, growth is encouraged, and trust is at the core of everything we do.
New hires can expect a comprehensive onboarding program with both practical and theoretical training, as well as ongoing licensing support through discounted study materials and mentorship from our experienced team. We believe in celebrating milestones-whether it's a birthday or work anniversary-because your journey with us matters.
We also offer a range of benefits, including group health and life insurance, a 401(k), personal time, vacation days, and sick leave. If you're looking for a workplace that values your growth, supports your professional development, and celebrates your successes, we'd love to have you on our team!
Your Role and Responsibilities:
Build and maintain lasting relationships with our valued customers.
Utilize a customer-centric, needs-based approach to help clients understand and select from our top-tier insurance options.
Drive business growth by generating leads, coordinating appointments, and effectively marketing our tailored products and services.
Ensure customer satisfaction through proactive follow-up and problem-solving.
What We're Looking For:
A genuine interest in marketing products and services based on customer needs.
Exceptional communication skills - written, verbal, and listening.
A people-oriented mindset with strong attention to detail.
Proactive problem-solving abilities.
The ability to learn and adapt to computer functions.
A team player who thrives in a collaborative environment.
$27k-35k yearly est. 2d ago
Customer Service Representative | Part-Time | Centene Community Ice Center
AEG 4.6
Finance service representative job in Maryland Heights, MO
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. The Customer ServiceRepresentative is responsible for the Front Information Desk. This is where the Customer ServiceRepresentative can be most effective to greet our guests, answer questions, check in vendors, accept and log deliveries, answer incoming telephone calls, maintain lost and found items, accept payment(s) for programs, events and point-of-sale purchases and confirm or adjust (as needed) locker room assignments. The Customer ServiceRepresentative also performs a variety of other support for the administration office, staff and the facility in general.
This role will pay an hourly rate of $15.00
Benefits for Part-Time roles: 401(k) savings plan and 401(k) matching.
This position will remain open until April 10, 2026.
Responsibilities
Provides information about the Centene Community Ice Center/St Louis Music Park programming, events, and concerts to walk up customers and callers.
Responds to inquiries regarding services, facilities, programs and events.
Deals directly with the public in person and over the phone giving out general information, answering questions, explaining procedures and gathering facts and pertinent information regarding problems and complaints.
Operates computerized public information and reservation systems in an efficient and accurate manner.
Responds to customer inquiries via telephone, in person and/or in writing as required.
Performs a variety of office clerical support activities.
Keeps supervisor and other appropriate staff informed of problems or other matters.
Interpret and enforce ice arena rules for customers.
Collect fees and record in software.
Qualifications
Must be 18 years of age, or older.
Ability to work a flexible schedule based on events, including long hours, nights, weekends and
holidays as needed.
Excellent customer service.
Ability to follow basic instruction and direction.
$15 hourly 2d ago
Customer Service Sales Representative
Altyn Marketing LLC
Finance service representative job in Saint Louis, MO
Job Title: Spectrum Sales Representative Job Type: Full-Time (40 hours/week) Pay: $60,000 $75,000 per year Schedule: 8-hour shifts (morning/evening), weekends required About the Role We are hiring entry-level Sales Representatives to promote Spectrum products in a retail store environment. This role offers paid training, performance-based promotions, and long-term career growth.
Responsibilities
Sell Spectrum products and services in a retail setting
Greet customers and identify their wireless and entertainment needs
Upsell and cross-sell plans, accessories, and bundles
Meet or exceed sales goals
Maintain a clean and organized store
Work as part of a team to deliver excellent customer service
What We Offer
Competitive pay ($60K $75K)
Paid training
Fast promotion opportunities based on performance
Team events, recognition programs, and travel opportunities
Mentorship and leadership development
Requirements
Customer service or retail experience (preferred, not required)
Strong communication skills
Motivated, positive, and goal-oriented
Flexible availability, including weekends
Must be able to commute to St. Louis, MO 63101
Apply Now
Qualified candidates will be contacted within 48 hours, or contact our HR Team *****************
$60k-75k yearly 18d ago
Sewer Sales Representative
ARS Rescue Rooter
Finance service representative job in Kansas City, MO
Meet with homeowners who are experiencing water or drainage issues. Use a camera system to inspect underground or in-wall plumbing, identify root causes, and present quotes for repair or full line replacement - including excavation if necessary. This Sales Representative, Sales, Representative
$39k-70k yearly est. 2d ago
Insurance Customer Service Representative
First Mid Bank & Trust 4.0
Finance service representative job in Saint Peters, MO
Insurance Customer ServiceRepresentative Location: St. Peters, MO
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
Responsible for transactional customer service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts. Responsibilities include, but are not limited to:
Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
Meets customers' daily requests including policy changes, certificates of insurance, provides answers to customer questions.
Monitors policy expiration list to be certain that expiring policies are renewed.
Monitors accounts receivable balances on assigned accounts.
Provides administrative support to producers including preparing insurance applications.
Cross-sell insurance and bank services in a professional manner.
Complete required training associated with job function.
Performs other duties as required.
Qualifications Education:
High school diploma or GED.
Some college preferred but not required.
Prefer candidates that hold current Property and Casulty License, Series 6 or ability to obtain within 90 days of employment.
Experience:
Prior insurance experience is preferred.
Prior experience with Excel, Word and related software is required.
Skills:
Ability to gain thorough knowledge of insurance products and coverages.
Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver's license for this role. First Mid will facilitate training and testing for additional licensure as needed.
High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
Ability to empathize with customers and to respond appropriately.
May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits.
Total Rewards:
Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits
First Mid Bancshares, Inc., is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Pay Range: $17.50 - $22.19 per hour Apply for this Position
$17.5-22.2 hourly 3d ago
Virtual Banker
First Bank 4.6
Finance service representative job in Saint Louis, MO
Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.
Work schedule may include some weekends and evenings and requires excellent attendance and punctuality.
What You Will Be Doing
Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
Facilitating the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
Assessing clients' needs and cross-selling or making sales referrals of bank products and services.
Assist in online account opening fulfillments and onboarding of new bank clients
Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible.
Meeting or exceeding established referral goals.
Maintaining knowledge of cyber threats and best practices to minimize risks to the organization.
Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
$38k-63k yearly est. 3d ago
SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Kansas City, MO
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financialservices experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
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.
$35k-54k yearly est. 3d ago
Part Time (20 Hours) Associate Banker, St Louis Hills Branch, St Louis, MO Bilingual Spanish Required
JPMC
Finance service representative job in Saint Louis, MO
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- Market Expansion 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
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 and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
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
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Reading and speaking in both Spanish and English fluently is required for this role
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
$38k-81k yearly est. Auto-Apply 60d+ ago
Associate Banker
Bank of Montreal
Finance service representative job in Kansas City, MO
Application Deadline:
02/01/2026
Address:
800 W. 47th Street
Job Family Group:
Retail Banking Sales & ServicePlease note this opening is for a part-time (20 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Mon-Fri only, this branch is closed on Sat.
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 financialservices 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.
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 22d ago
Part-Time (30 Hours) Associate Banker, Belton Branch, Belton, MO
Jpmorganchase 4.8
Finance service representative job in Belton, MO
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.
$23k-43k yearly est. Auto-Apply 18d ago
Treasury Management Services Representative I
First Mid Bank & Trust 4.0
Finance service representative job in Saint Peters, MO
Treasury Management ServicesRepresentative I Location: St. Peters, MO Job Id: 4264 # of Openings: 0 Treasury Management ServicesRepresentative I The Treasury Management ServicesRepresentative I in our Treasury Management department is responsible for independently assisting customers by providing them with solutions to any questions they may have, training them on products/services they utilize and overall support with any of the digital channels. The Customer ServiceRepresentative will provide exceptional, accurate and timely assistance involving daily processing of financial transactions in a fast-paced, time sensitive operations environment. Responsibilities include, but are not limited to:
Handle direct calls from our commercial business customers as well as from our support centers and branches and inquiries/complaints concerning supported programs.
Accurately & efficiently assists customers with questions and in-depth product & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards.
Accurately & efficiently assists customers with requests such as account maintenance, service orders and general product inquiries. Work with the Digital Solutions team to ensure timely and accurate onboarding of products and services.
Process temporary limit changes for ACH, RDC and mobile deposit while ensuring compliance with internal policies.
Complete the training and onboarding process for new products and services to new or existing clients.
Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc.
Facilitate new account opening and service addition documentation when necessary.
Acts as a liaison between the customer, and the operational team, as well as the relationship manager.
Assists with customer outreach when systems are unavailable or decisioning deadlines are approaching.
Identify and escalate system problems/errors when necessary.
Processes work in a timely and efficient manner within the time frames set forth in the department service standards and service level agreements.
Ensures customer interactions & documentation is compliant with bank policy & federal regulations, and all mandated timing requirements are met.
Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience, both internally and externally.
Completes various validation and maintenance when call volumes are low.
Completed required training associated with job function.
Performs duties according to established bank policies and procedures and provides general back-up in areas not assigned as primary functions.
Qualifications Education/Experience:
Associates Degree or equivalent customer service, call center or banking experience.
1+ years Call center and/or banking experience desired.
Previous experience with treasury management a plus but not required
Skills:
Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner
Excels at computer and Internet skills
Excellent verbal and written communication skills
Use critical/analytical thinking and problem-solving skills to troubleshoot client issues and inquiries
High level of interpersonal skills to interact with the banks most profitable customers and potential customers in a professional manner
Pay Range: $17.74 - $22.18 per hour Apply for this Position
$17.7-22.2 hourly 3d ago
Banking Specialist - Creve Coeur
First Bank 4.6
Finance service representative job in Creve Coeur, MO
Banking Specialist I
This position, Banking Specialist I, may be called by many other names: Teller, Client ServiceRepresentative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs.
What You Will Be Doing
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$31k-38k yearly est. 3d ago
Sales Representative - Spectrum Charter Communcations
Altyn Marketing LLC
Finance service representative job in Saint Louis, MO
Sales Representative Client: Spectrum & Charter Communications Position Type : Full Time & In-Store No Experience Needed, Altyn Marketing Inc will provided paid training and support for our Full Time Sales Representative role to help you be successful, You'll get to work with people you'll love, do fun things like team events, travel to different states, dinners, and many more.
Great Benefits We Offer:
Ongoing training, development and support for a career in sales, telecommunications, marketing, customer service, and management
Base salary and high uncapped commission payouts, Bonuses, Incentives and Prizes to drive performance, Awards and recognitions, Weekly social gatherings, Lively company culture and positive vibes, Exciting travel opportunities.
Opportunity to develop your leadership skills as you work along side our management team and top industry leaders
Position Overview:
The Sales Representative will be responsible for developing long lasting relationships between our clients and customers. You will receive paid training on sales and customer relationship management. We are looking for competitive, hard-working and most of all motivated people who want to jump start their career by building the foundation of what it takes to be a leader.
Training and daily responsibilities:
Focus on generating and qualifying new business opportunities for our clients
Customer relationship management
Develop skills necessary to communicate and educate on client's portfolio of vast products and services
Deliver sales presentations in order to generate account acquisitions and build customer rapport
Maintain sales reports and records using Salesforce. Reach and exceed key performance indicators.
Top qualities:
Self-disciplined, organized and ambitious. Able to consistently hit daily and monthly goals
Go-getter mentality to see opportunity and seize it in a friendly and competitive nature
Positive attitude with exceptional communication skills
Ability to work in a high-energy, sales-team environment
A strong interest in building a career in sales and marketing, customer service
We currently handle campaigns for well established, blue chip companies in the following industries: telecommunications, high speed internet & fiber optics.
$40k-71k yearly est. 13d ago
Part-Time (30 Hours) Associate Banker, Belton Branch, Belton, MO
Jpmorgan Chase 4.8
Finance service representative job in Belton, MO
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 financialservices 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
$23k-43k yearly est. 16d ago
Treasury Management Services Representative I
First Mid Bank & Trust 4.0
Finance service representative job in Jefferson City, MO
Treasury Management ServicesRepresentative I Location: Jefferson City, MO Job Id: 4344 # of Openings: 0 Treasury Management ServicesRepresentative I The Treasury Management ServicesRepresentative I in our Treasury Management department is responsible for independently assisting customers by providing them with solutions to any questions they may have, training them on products/services they utilize and overall support with any of the digital channels. The Customer ServiceRepresentative will provide exceptional, accurate and timely assistance involving daily processing of financial transactions in a fast-paced, time sensitive operations environment. Responsibilities include, but are not limited to:
Handle direct calls from our commercial business customers as well as from our support centers and branches and inquiries/complaints concerning supported programs.
Accurately & efficiently assists customers with questions and in-depth product & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards.
Accurately & efficiently assists customers with requests such as account maintenance, service orders and general product inquiries. Work with the Digital Solutions team to ensure timely and accurate onboarding of products and services.
Process temporary limit changes for ACH, RDC and mobile deposit while ensuring compliance with internal policies.
Complete the training and onboarding process for new products and services to new or existing clients.
Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc.
Facilitate new account opening and service addition documentation when necessary.
Acts as a liaison between the customer, and the operational team, as well as the relationship manager.
Assists with customer outreach when systems are unavailable or decisioning deadlines are approaching.
Identify and escalate system problems/errors when necessary.
Processes work in a timely and efficient manner within the time frames set forth in the department service standards and service level agreements.
Ensures customer interactions & documentation is compliant with bank policy & federal regulations, and all mandated timing requirements are met.
Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience, both internally and externally.
Completes various validation and maintenance when call volumes are low.
Completed required training associated with job function.
Performs duties according to established bank policies and procedures and provides general back-up in areas not assigned as primary functions.
Qualifications Education/Experience:
Associates Degree or equivalent customer service, call center or banking experience.
1+ years Call center and/or banking experience desired.
Previous experience with treasury management a plus but not required
Skills:
Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner
Excels at computer and Internet skills
Excellent verbal and written communication skills
Use critical/analytical thinking and problem-solving skills to troubleshoot client issues and inquiries
High level of interpersonal skills to interact with the banks most profitable customers and potential customers in a professional manner
Pay Range: $17.74 - $22.18 per hour Apply for this Position
$17.7-22.2 hourly 3d ago
Banking Specialist - Kirkwood
First Bank 4.6
Finance service representative job in Kirkwood, MO
Banking Specialist II
This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions.
What You Will Be Doing
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Helping coach Banking Specialist I on products, services, policies and procedures.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$31k-38k yearly est. 3d ago
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