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Dexian
Finance service representative job in Peoria, IL
Job Title: Customer ServiceRepresentative 2
Building Location IL-Peoria
Daily Schedule: (07:00 AM - 07:00 PM), 15 weeks rotational shift
Duration 12 months contract
Pay Range: $17-18/hr
Job Description
The main function of a call center/customer service specialist is to interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.
A typical customer service specialist is responsible for determining the client's issue, offer possible solutions or providing follow-up as needed.
Customer service agents may be inbound, outbound or a combination of both.
Job Responsibilities:
• Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills.
• Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments.
• Refer unresolved customer grievances to designated departments for further investigation.
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
Skills:
• Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills. • Ability to work independently and manage one's time.
• Ability to accurately document and record customer/client information.
• Previous experience with computer applications, such as Microsoft Word and PowerPoint.
Education/Experience:
• High school diploma or GED preferred.
• 2-4 years customer service related experience required.
As a Monitoring Center Safety Advisor, you will provide safety services on a global scale!
Job Responsibilities:
Analyze critical safety event data and video from an in-vehicle system
Determine safety event classifications and sub-classifications
Implement applicable Fatigue Intervention Plan (FIP)
Contact customers sites as required by FIP ·
Coordinate with peer(s) to ensure consistent operation and application of event classifications
Perform quality audits of event classifications per supervisor direction
Facilitate the completion of tier 1 service tickets as required by supervisor
Typical task breakdown:
- Reviewing video data and subclassifying based on driver criteria, looking for signs of fatigue.
- Calling mine dispatch to relay any safety concerns specifically driver fatigue for intervention.
Interaction with team:
- Work side by side with 7 other advisors/customer support reps in a 24/7 safety monitoring room.
- Communication via Microsoft Teams and interpersonal.
Team Structure
- Team of 8 working side by side.
Work environment:
- Personal office area with personal desks.
$17-18 hourly 4d ago
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Customer Service Representative
Swoon 4.3
Finance service representative job in Peoria, IL
A global industrial organization is seeking Customer ServiceRepresentative.
This is a night-shift, on-site contract opportunity with full paid training provided. No technical background is required - customer service or call center experience is all you need.
Schedule
Night Shift: 7:00 PM - 7:00 AM
Rotating schedule
Work 3-4 days per week
Enjoy 3-4 days off each week
Pay range and compensation package
$15.50 - $16.30/hr
Contractor
Medical, Dental, Vision
What You'll Do
Monitor safety-related video and system alerts
Identify potential risks
Accurately classify and document safety events
Contact industrial site personnel when safety intervention is required
Use internal systems and Microsoft tools to track and communicate information
What You Need
Customer service or call center experience
Comfort multitasking (speaking and typing simultaneously)
Strong attention to detail and communication skills
Basic computer proficiency (Microsoft Office / Teams)
Ability to work on-site and overnight
Reliability and professionalism in a secure environment
Company Description
• Come get Swoon'd!!
• Swoon handles the staffing needs of over 80 Fortune 500 clients.
• We have won Best and Brightest Companies to Work for in the Nation Award 6 years in a row.
• Swoon was also awarded the Inc. 5000 Fastest Growing Private Companies in the US from 2016 - 2020.
$15.5-16.3 hourly 2d ago
Customer Service Representative (Insurance) - Champaign, IL
ACS Auto Club Services, Inc.
Finance service representative job in Champaign, IL
Join America's most trusted brand with over 100 years of service. Why Choose AAA The Auto Club Group (ACG) ACG offers excellent and comprehensive benefits packages:
Medical, dental and vision benefits
401k Match
Paid parental leave and adoption assistance
Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
Paid volunteer day annually
Tuition assistance program, professional certification reimbursement program and other professional development opportunities
AAA Membership
Discounts, perks, and rewards and much more
A DAY IN THE LIFE of a Field Insurance ServiceRepresentative
The Auto Club Group is seeking a Field Insurance ServiceRepresentative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.
Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards)
Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale
Take insurance payments (initial, installment, lapse, or reinstatement)
Respond to customers' insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products
Refer to agent when appropriate
Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member's policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures
Provide customer assistance through the performance of sales processing activities and assists management and agents when applicable
Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines
Participate in a team environment to promote customer satisfaction and consistent service following the customer service model
Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary
Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities
Fulfill, maintain and service insurance policies
Respond to inquiries regarding insurance availability, eligibility, coverage. Prepare insurance proposals, policy changes, transfers, and billing clarification
Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations
Verify new business applications
Refer relevant members/insureds to other lines of business (i.e. Travel and Life)
Process insurance and membership payments
Update electronic member information
Maintain filing systems and provide other general Agency support
HOW WE REWARD OUR EMPLOYEES
Starting hourly wage of $23.00 - $25.50 per hour, based on experience
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
A Current Property & Casualty Insurance license
Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
Successful completion of Customer Service, Insurance and Membership training within 6 months of hire
Education:
High School Diploma or equivalent
Work Experience:
Provide a high level of customer-focused serviceService insurance policies and processing applications, renewals, and amendments
Respond to billing and coverage questions
Process monetary transactions; Taking payments
Promote the sales of insurance products and services using established guidelines
Present complex information in a clear and concise manner
Knowledge and Skills:
Analyze member/potential customer insurance needs and determine appropriate levels of coverage
Prepare appropriate rate quotations
Organize, plan and promote the sale of ACG insurance and membership products and services
Perform outbound service calls
Maintain accurate records
Insurance terminology
General insurance regulations
Underwriting procedures
Sales regulatory and compliance guidelines
Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
Work effectively in a team environment
Work independently, with minimal supervision
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
Proficient in using Microsoft Office products
Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g., explain instructions, rules and procedures)
Perform mathematical calculations to accurately perform monetary transactions
Work under pressure in a high volume, fast paced customer service environment
Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services
Work Environment
Work in a temperature-controlled office environment. Willingness and ability to work irregular hours to include weekends, holidays, and community events.
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financialservice offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financialservices, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$23-25.5 hourly 15m ago
Relationship Banker II | Veterans/Pekin
First Busey Corporation 4.5
Finance service representative job in Pekin, IL
The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financialservices to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services
Duties & Responsibilities
Customer Service & Relationship Management
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Provide guidance to customers on financial products and services that best meet their needs.
Sales & Cross-Selling
Actively identify and promote all bank products and services.
Ask clients targeted questions to learn about their financial needs and goals.
Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
Account Management and Support
Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
Process and assist with customer loan applications, including personal loans and home equity lines of credit.
Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
The basic tenets of lending and assessing a customer's financial needs
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Explain products and services to current and potential customers
In concert with Banking Center leadership and other LOB, participate in cross-selling
Education and Training:
Requires a High School diploma.
2 years of banking experience with lending responsibilities required
1 year of previous training and/or combination of mentorship, military or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $19-$21/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$19-21 hourly Auto-Apply 5d ago
Part Time (30 hr) Associate Banker- ME- Central IL- Peoria
JPMC
Finance service representative job in East Peoria, IL
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.
$36k-77k yearly est. Auto-Apply 7d ago
Financial Representative Entry Level
Dorner District-Northwestern Mutual 3.1
Finance service representative job in Bloomington, IL
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financialservices to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the FinancialRepresentative Role:
As a FinancialRepresentative 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.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
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 is preferred.
Experience: Previous experience in financialservices, 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.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$29k-42k yearly est. 28d ago
Small Business Banker
Cbi Bank & Trust
Finance service representative job in Peoria, IL
Position Description: The position of Small Business Banker is responsible for developing and maintaining a high quality loan portfolio while supporting commercial lenders in their efforts to generate additional loan and deposit revenue for the bank. As primary liaison with small business clients, the incumbent will be responsible for maintaining existing small business client relationships through a regular calling schedule, soliciting potential new loan and deposit accounts, identifying cash management opportunities, and providing support to the credit administration function.
Key Accountabilities:
Develops and maintains high quality loan portfolio.
Maintains a weekly calling program with current small business clients to solidify business relationships as well as identify loan and/or deposit opportunities.
Identifies issues or obstacles in small business relationships and establishes plans to meet these issues or obstacles.
Solicits new small business clients for loans and/or deposit accounts.
Manages own pipeline while also assisting with the managers pipeline of work, including conducting loan closings with clients.
Maintains thorough understanding of deposit, cash management and electronic banking products and works in conjunction with Cash Management Officer in selling, opening and servicing these products.
Analyzes loan requests, prepares credit presentations, and makes recommendations to manager. Assures new loans are documented according to the terms approved in credit presentations. May assist Business Banking Administrator with document tracking as required by loan policy, including gathering documents and obtaining customer signatures as required.
Promotes the Privilege Banking Program by contacting businesses and setting up meeting times for onsite presentations to meet with their employees and sign-up interested clients.
Participates in community activities to increase the Bank's visibility and enhance new business opportunities.
Actively upholds the organization's vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions.
Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, promotes working environment free of harassment of any type.
Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Has a strong commitment and dedication to internal and external customer service.
Requirements
Position Requirements:
Excellent time management and organizational skills
Ability to handle multiple tasks within tight time frames
Excellent attention to detail
Strong customer service skills
Strong verbal, written, and interpersonal communication skills
Proficiency with Microsoft Office software
2-3 years of commercial lending experience preferred
Benefits & Perks:
We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.
Salary Description $21- $26
$60k-105k yearly est. 60d+ ago
Part Time (30 hr) Associate Banker- ME- Central IL- Peoria
Jpmorgan Chase 4.8
Finance service representative job in East Peoria, IL
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
**Base Pay/Salary**
Peoria,IL $20.00 - $24.66 / hour; East Peoria,IL $20.00 - $24.66 / hour
$20-24.7 hourly 15d ago
Financial Representative Entry Level
Jump District-Northwestern Mutual
Finance service representative job in Decatur, IL
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our FinancialRepresentatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support.
Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College FinancialRepresentatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success.
As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually.
Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams.
Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support.
With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career.
Our thriving office is located at: 240 S. Main St., Decatur, IL 62523
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Caleb Jump - Managing Director, Jump District
With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive.
Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success.
Meet Our Team:
Aubrey Jump - FinancialRepresentative
Started at NM: September 2024
Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family.
Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching.
KeShawn Marshall - FinancialRepresentative
Started at NM: 2022
Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year.
Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan.
About the FinancialRepresentative Role:
As a FinancialRepresentative 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 is preferred but not required.
Experience: Previous experience in financialservices, 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.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$31k-58k yearly est. 6d ago
Financial Representative Entry Level
Northwestern Mutual-Central Illinois 4.5
Finance service representative job in Lincoln, IL
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Central Illinois!
At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new FinancialRepresentatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.
Our commitment to impact extends beyond financialservices. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you.
Our thriving offices are located:
Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
Pittsfield office: 311 W Washington Street Pittsfield IL 62363
Jacksonville office: 606 E State Street Jacksonville IL 62650
Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financialservices to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor:
Time with Northwestern Mutual: 22 years
Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.
Eli Cook Growth and Development Director:
Time with Northwestern Mutual: 11 years
Previous Experience: Began his career with Northwestern Mutual as a College FinancialRepresentative in 2014 and has grown within the organization ever since.
Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.
Brent Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 38 years
Previous Experience: Brent has spent his entire career with Northwestern Mutual.
Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.
Austin Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 13 years
Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.
Sheila Davidsmeyer Financial Advisor:
Time with Northwestern Mutual: Over 27 years
Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate FinancialRepresentative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.
About the FinancialRepresentative Role:
As a FinancialRepresentative 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 is preferred.
Experience: Previous experience in financialservices, 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.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$41k-63k yearly est. 7d ago
Community Banker
Hometown Community Bank 3.8
Finance service representative job in Champaign, IL
Make the change and be the difference. Take
ownership
at Clock Tower Bank a division of Morton Community Bank!
Established in 1960 with just one location in Morton, IL, Morton Community Bank (MCB) has grown to over 550 employees, 53 branch locations and over $5 billion in assets! We pride ourselves on our dedicated service to our customers and our communities, while placing much value on our internal assets, our employees. Each MCB employee OWNS a portion of the bank with our ESOP (Employee Stock Ownership Plan). The ESOP has proven to be a substantial benefit to employees upon retirement.
Pay or shift range: $60,965.00 USD to $96,447.00 USD.
The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
Enjoy the Benefits of working at Morton Community Bank!
Medical, Dental, Vision, Short-Term Disability, HSA, FSA, 401k
Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays
Job Summary
Responsible for the development, maintenance and growth of an individual loan portfolio. Includes interviewing, screening and analyzing loan requests for small commercial, agriculture and consumer loans. Also responsible for approving, documenting and collecting or denying small commercial, agriculture and consumer loans while adhering to all bank policies, procedures and banking regulations. Responsible for all aspects of loans as well as providing solutions and a broad array of lending and deposit products to meet business clients' capital needs. Soliciting new profitable business relationships as well as developing and managing existing account relationships. Solely responsible for all aspects of loans assigned to them from safety and soundness and compliance aspects.
Essential Duties & Responsibilities
· Meet with applicants to obtain information for loan applications and to answer questions about the process
· Explain to customers the different loan and credit products that are available, as well as the terms of those services
· Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information
· Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
· Structuring, underwriting, and presenting loan requests in accordance with internal policies and procedures
· Approving small commercial, agriculture and consumer loans within assigned limits and managing loan and portfolio credit quality
· Review and update credit and loan files
· Review loan documents to ensure they are complete and accurate according to policy and prepare and organize loan documents for closing
· Maintain and update calling program in effort to attract new business opportunities
Supervisory Requirements
Personnel Management: This position has no supervisory responsibilities.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· The physical activities of this position may include climbing, reaching, standing, lifting, talking, hearing and performing repetitive motions.
· Medium exertion; exerting up to 50 pounds of force occasionally, and or up to 20 pounds of force frequently, and or up to 10 pounds of force constantly to move objects.
· The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; viewing a computer terminal.
Work Environment
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· The noise level in the work environment is usually moderate.
· Employees, who work 7 ½ continuous hours or more, must take a 30 minute uninterrupted lunch break no later than 5 hours after beginning their work day
Education and Qualifications
Essential:
· High school diploma or equivalent
· Bachelor's degree from a four-year university or college; or 2 to 5 years related experience and/or training; or equivalent combination of education and experience
· BSA and other Bank related training through BAI is required annually
· Overview course provided by MCB
Desirable:
Experience
Essential:
· Knowledge of customer service principles
· Relevant computer skills
Licenses and Certifications
Essential:
Desirable:
· Illinois NMLS License (Mortgage Lenders)
This job description is not an employment contract, implied or otherwise; therefore, employment relationship remains "at-will."
$33k-38k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Josh Brown
Finance service representative job in Lincoln, IL
Benefits:
Competitive salary
Opportunity for advancement
Training & development
Job Title: Sales Lead Developer Join the Adventure with Josh Brown at State Farm! Are you ready to launch your career in a dynamic and fun environment? Do you have a passion for helping people and a knack for sales? If so, we want YOU to be a part of our team at State Farm in Lincoln Park, under the inspiring leadership of Josh Brown!
What You'll Do:
Drive Sales: Assist in generating new leads and nurturing existing relationships. Your enthusiasm will help us connect with our community!
Team Player: Collaborate with our team to develop creative marketing strategies that resonate with potential clients. Let's brainstorm some out-of-the-box ideas!
Customer Service: Be the friendly face our customers can rely on. You'll provide top-notch service that turns inquiries into lifelong relationships.
Growth Opportunity: This role isn't just a job; it's a stepping stone! You'll have the chance to develop your skills and eventually become a fully licensed State Farm Sales Agent.
What We're Looking For:
A positive attitude and a willingness to learn.
Excellent communication skills-both written and verbal.
A self-starter who thrives in a fast-paced environment.
Previous sales or customer service experience is a plus, but not required!
Why Join Us?
Fun Work Environment: We believe work should be enjoyable! Join a team that values laughter and creativity.
Growth Potential: Your journey starts here! We'll support you as you work toward becoming a licensed agent, with all the training and mentorship you need.
Community Focus: Be a part of something bigger by helping local families protect what matters most to them.
Ready to Start Your Adventure?
If you're excited about this opportunity and eager to contribute to a thriving team, please apply!
Let's make a difference together-one policy at a time! Compensation: $18.00 - $20.00 per hour
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Glenview, IL and help customers with their insurance and financialservices needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$18-20 hourly Auto-Apply 12d ago
Relationship Banker II | SPC/Champaign
First Busey Corporation 4.5
Finance service representative job in Champaign, IL
The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financialservices to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services.
Duties & Responsibilities
Customer Service & Relationship Management
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Provide guidance to customers on financial products and services that best meet their needs.
Sales & Cross-Selling
Actively identify and promote all bank products and services.
Ask clients targeted questions to learn about their financial needs and goals.
Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
Account Management and Support
Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
Process and assist with customer loan applications, including personal loans and home equity lines of credit.
Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
The basic tenets of lending and assessing a customer's financial needs
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Explain products and services to current and potential customers
In concert with Banking Center leadership and other LOB, participate in cross-selling
Education and Training:
Requires a High School diploma.
2 years of banking experience with lending responsibilities required
1 year of previous training and/or combination of mentorship, military or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$21/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$18-21 hourly Auto-Apply 60d+ ago
Financial Representative Career Changer Opportunity
Dorner District-Northwestern Mutual 3.1
Finance service representative job in Bloomington, IL
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to three of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financialservices to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the FinancialRepresentative Role:
As a FinancialRepresentative 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.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
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 is preferred.
Experience: Previous experience in financialservices, 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.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$29k-42k yearly est. 14d ago
Part Time (30 hours) Associate Banker, North Prospect, Champaign, IL
JPMC
Finance service representative job in Champaign, IL
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.
$36k-78k yearly est. Auto-Apply 60d+ ago
Part Time (30 hr) Associate Banker ME - Central IL - Peoria, IL
Jpmorgan Chase 4.8
Finance service representative job in Peoria, IL
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
**Base Pay/Salary**
Peoria,IL $20.00 - $24.66 / hour
$20-24.7 hourly 15d ago
Financial Representative with Ag Background
Northwestern Mutual-Central Illinois 4.5
Finance service representative job in Lincoln, IL
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Agricultural Skills into FinancialServices:
Strong Work Ethic and Discipline: Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financialservices.
Problem-Solving Skills: Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions.
Trust and Community Focus: Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financialrepresentatives.
Achieve Greater Rewards: Transitioning into financialservices can offer not only a more rewarding career path but often greater financial opportunities as well.
About Us: At Northwestern Mutual Central Illinois, we are driven by our core values of Courage, Passion, and Growth. Our team thrives in a professional yet relaxed environment, where collaboration, mentorship, and joint work are keyespecially during a new representatives first year. We offer dynamic coaching and accountability led by experienced advisors who are invested in your success. Beyond the office, were deeply committed to our community, proudly supporting organizations like HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If youre looking to grow a meaningful career with purpose and impact, wed love to connect.
Follow this link to see why Northwestern Mutual could be a great fit for your future career: *******************************************
Our thriving offices are located:
Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
Pittsfield office: 311 W Washington Street Pittsfield IL 62363
Jacksonville office: 606 E State Street Jacksonville IL 62650
Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704
Meet Our Local Leaders:
D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor:
Time with Northwestern Mutual: 22 years
Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.
Eli Cook Growth and Development Director:
Time with Northwestern Mutual: 11 years
Previous Experience: Began his career with Northwestern Mutual as a College FinancialRepresentative in 2014 and has grown within the organization ever since.
Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.
Brent Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 38 years
Previous Experience: Brent has spent his entire career with Northwestern Mutual.
Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.
Austin Shunk Private Wealth Advisor:
Time with Northwestern Mutual: 13 years
Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.
Sheila Davidsmeyer Financial Advisor:
Time with Northwestern Mutual: Over 27 years
Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate FinancialRepresentative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.
Candidate Characteristics:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
Position Requirements:
Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
About the Insurance Agent Role:
As an Insurance Agent at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored protection strategies. With the proper certifications, you can quickly advance your practice to offer comprehensive financial planning services to clients.
Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$41k-63k yearly est. 28d ago
Registered Representative - State Farm Agent Team Member
Josh Brown
Finance service representative job in Lincoln, IL
Benefits:
Competitive salary
Opportunity for advancement
Training & development
Job Posting: Insurance and FinancialServicesRepresentative Company: State Farm - Stillwater Services
Job Type: Full-time
Why is this Job Listing different: We are offering the support of a dedicated recruiter to assist you in landing your State Farm position. The recruiter will help you understand the job expectations, the licensing process and the outlook for your growth in this industry. The recruiter has 25 years in the industry and can answer any question that you have.
Please review the following positing and apply only if you:
Desire to Join a high producing agency in the State Farm network
Have a personality that thrives on helping people and making money
You have a dream of growing in the industry and may someday want to own an agency (not required)
About Us:
We are currently seeking a motivated Insurance and FinancialServicesRepresentative to join our growing team!
Position Overview:
As an Insurance and FinancialServicesRepresentative, you will be responsible for helping clients manage their risks and achieve their financial goals. You will engage with customers, assess their needs, and provide tailored insurance and financial solutions. Whether it's auto, home, life insurance, or investment products, you will be instrumental in helping clients make informed decisions.
Key Responsibilities:
Develop and maintain strong relationships with clients through excellent service.
Identify and analyze customer needs to recommend suitable insurance and financial products.
Provide ongoing support and education to clients about their coverage and financial options.
Stay updated on industry trends, products, and regulations to better serve our clients.
Collaborate with team members to achieve branch goals and enhance customer satisfaction.
Qualifications:
Strong interpersonal and communication skills.
A passion for helping others and a desire to build lasting relationships.
Self-motivated and driven to succeed.
Ability to work independently and as part of a team.
What We Offer:
Competitive salary with performance-based incentives.
Ongoing professional development and training opportunities.
A supportive team environment that values collaboration and innovation.
How to Apply:
Please complete application and attach a copy of your resume.
State Farm is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Compensation: $38,000.00 - $55,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Glenview, IL and help customers with their insurance and financialservices needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$38k-55k yearly Auto-Apply 12d ago
Financial Representative Entry Level
Dorner District-Northwestern Mutual 3.1
Finance service representative job in Peoria, IL
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to three of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by
Forbes
as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need.
Our thriving offices are located:
301 North Neil Street, Suite 501, Champaign, IL 61820
102 South East Street, Bloomington, IL 61701
410 Fayette, Peoria, IL 6160
Follow this link to hear more about our 2030 Vision: *****************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financialservices to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Kurt Dorner, Managing Director:
Time with NM: 22 years
Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose:
to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way.
Jennifer Ronk, Director of Selection:
Time with NM: 3 years
Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites.
Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced.
Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:
Time with NM: 13 years
Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.
Nick Ryba, Financial Advisor:
Time with NM: 3 years
Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.
About the FinancialRepresentative Role:
As a FinancialRepresentative 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.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
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 is preferred.
Experience: Previous experience in financialservices, 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.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$29k-42k yearly est. 7d ago
Part Time (30 hr) Associate Banker ME - Central IL - Peoria, IL
Jpmorgan Chase & Co 4.8
Finance service representative job in Peoria, IL
JobID: 210697155 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Peoria,IL $20.00-$24.66 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$21k-41k yearly est. Auto-Apply 18d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Normal, IL?
The average finance service representative in Normal, IL earns between $24,000 and $53,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Normal, IL