Customer Service Representative
Finance service representative job in Salt Lake City, UT
The Poulton Associates/Wright Flood team is offering a great opportunity for someone who works well in a team environment, enjoys providing excellent customer service, takes initiative, meets deadlines and has a strong desire to excel.
This key member of our Client Support Team will work within a group of similarly minded professionals to help retail insurance producers across the country write, retain and service the catastrophe insurance policies available at our wholesale web site, ******************** The applicant will be using our 100% on-line platform to make placing flood, earthquake and landslide insurance fast and easy for independent insurance agents.
To be successful in this role, the applicant must:
Build and maintain professional, productive working relationships with fellow Support Team members, Brokers/Producers and Clients
Have knowledge of insurance practices
Identify customer needs and recommend solutions
Be able to diffuse escalated situations
Demonstrate strong verbal and written communication skills
Be a team player who can work independently
Stay abreast of new products, procedural changes and market trends
Demonstrate excellent time-management skills and manage multiple concurrent projects with shifting priorities
Job Functions:
Service new and existing retail producers and their staff members
Respond to and resolve retail producers and client concerns and inquiries
Manage the marketing process, coordinating with retail producers to help them make best use of the on-line platform
Deliver recommendations to retail producers as to the coverage features of our products
Comply with internal systems, processes and procedures
Provide support on other tasks as assigned
Requirements:
HS Diploma or equivalent
Proficiency in Microsoft Windows, Word, Excel, Outlook Client
1-3 years of Call Center experience
1-5 years of experience in servicing personal or commercial lines property and casualty insurance accounts is a plus
What We Offer:
Paid Time Off (PTO)
Paid Holidays
Generous benefits package including health, dental, vision, 401(k), etc.
Employee Stock Purchase Plan
Tuition Reimbursement
Student Loan Repayment Program
Poulton Associates/Wright Flood is an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Customer Service Representative-- GOSDC5696387
Finance service representative job in South Jordan, UT
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Customer Service Representative
Finance service representative job in Sandy, UT
American Cruise Lines, the nation's largest operator of luxury river and coastal cruises, is seeking a passionate and customer-focused Customer Service Representative to join our growing team. This exciting opportunity allows you to become an integral part of delivering exceptional service to our valued passengers on their unforgettable journeys. As a leading provider of luxury small-ship cruising across 35 U.S. states, American Cruise Lines offers unparalleled experiences for both our guests and employees.
At American Cruise Lines, we are driven by our values-Optimism, Commitment, Patriotism, and Merit. These values shape our culture, our service, and our people, guiding us as we work together to Share America's Story on the Finest American Ships.
Schedule and Benefits:
* Work Location: This position is based in Sandy, UT, and requires the ability to work on-site.
* Schedule: Must be able to work 5 days a week, with 8-hour shifts, including weekend availability.
* Benefits: American Cruise Lines offers a comprehensive benefits package that includes medical/dental insurance and a 401(k),
Responsibilities:
* First Point of Contact: Provide exceptional customer service by assisting new and returning passengers before, during, and after their cruises.
* Personalized Service: Coordinate and fulfill special requests, ensuring every guest's needs are met with care and attention.
* Sales & Reservation Support: Assist with ongoing sales operations, manage reservations, and help guide guests through booking processes and payment systems.
* Customer Issue Resolution: Handle guest inquiries and concerns with empathy, professionalism, and prompt solutions, ensuring customer satisfaction at all times.
* Adhere to Policies: Uphold American Cruise Lines' policies and procedures to ensure smooth operations and exceptional service.
* Team Collaboration: Work closely with team members to ensure a seamless customer experience and share knowledge to enhance team performance.
Qualifications:
* Customer Service Expertise: Proven experience in phone-based customer service, with a commitment to providing top-tier support.
* Strong Communication Skills: Excellent verbal and written communication abilities, with a focus on clarity and professionalism.
* Attention to Detail: Ability to manage multiple tasks simultaneously in a fast-paced, dynamic environment.
* Tech-Savvy: Strong computer skills, including proficiency in Microsoft Word, Excel, and Outlook, with experience in data entry and reservations management.
* Organizational Skills: Highly organized, with the ability to prioritize tasks and manage time effectively.
* Confidentiality: Ability to handle sensitive guest information with the utmost professionalism and confidentiality.
* Passion for Travel: A genuine passion for the travel industry and providing outstanding service to travelers.
Who We're Looking For:
If you are someone who thrives in a dynamic, customer-focused environment and has a passion for the travel and cruise industry, we want to hear from you! As a Customer Service Representative at American Cruise Lines, you will be at the heart of delivering luxury cruise experiences that exceed expectations.
Why Join American Cruise Lines?
At American Cruise Lines, our people are the driving force behind our success. As the nation's leader in U.S. river cruising, we're experiencing rapid growth - and we're investing in top talent to grow with us. When you join our team, you'll find a dynamic work environment that values innovation, collaboration, and excellence, with real opportunities to build your career and make an impact.
Part time Associate Banker (30 Hours) Wall & 12th, Ogden, UT, Rocky Mountains
Finance service representative job in Ogden, UT
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyBanking, Financial services
Finance service representative job in Salt Lake City, UT
Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services.
Job Description
• At least 2 years of experience in translating functional/non-functional requirements to system requirements.
• At least 4 years in Software development life cycle.
• At least 2 years of experience in Capital Markets domain.
• Fundamental understanding of a RDBMS is required( DB2/ Sybase)
• Strong experience in Core Java, Unix
• Experience with Hibernate, Spring IOC( v3) and Spring MVC
• Ability to work in team environment and client interfacing skills.
• Ability to work in a diverse/ multiple stakeholder environment
• Strong Analytical skills
• Experience and desire to work in a Global delivery environment
• Experience building RESTFul web-services, HTML5/JS User Interfaces
• Experience of developing front end using JSP and Javascript or AngularJS is an added advantage
• Exposure to Eclipse / IntelliJ IDEA as the IDE for development.
• Knowledge of TDD (test driven development).
• User must have worked on one of the Unix or Linux systems before and must have clear understanding of Maven
• Understanding of SVN . Understanding of Git is and added advantage.
• Prior experience with a CI (continuous integration) tool like Jenkins or Teamcity.
• Prior experience with one of the API's( JUnit) for unit testing is mandatory.
Qualifications
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 4 years of experience within the Information Technologies.
Additional Information
** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time.
This is a
Full-Time / Permanent job opportunity
.
• ••
•
Only US Citizen, Green Card Holder can apply.
.
**
All your information will be kept confidential according to EEO guidelines.
Financial Services Representative (Overstaff)
Finance service representative job in Ogden, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative (Overstaff) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $17 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPart Time (30 Hours) Associate Banker, West Valley City Branch, Salt Lake City, UT Bilingual Spanish and English Required
Finance service representative job in Salt Lake City, UT
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.
Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyMember Service Representative
Finance service representative job in Salt Lake City, UT
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you: * 12 paid holidays * A positive atmosphere and co-workers who truly care * Full benefits package, perks, and discounts worth a double-take
* Competitive compensation
* Enjoyable activities and wellness initiatives
The schedule is Monday-Friday from 8:45-5:45.
We delight in taking excellent care of our members. Here is how you can help us accomplish that...
We are looking for people who love people. We are in the people business helping individuals with their financial needs!
Are you driven by a purpose?
Do you have energy, passion, and enthusiasm for your work and enjoy helping others?
Can you do common things in an uncommon way?
Are you proactive and like to solve problems by thinking outside the box? Can you show empathy and concern for a member's frustrations and partner with them to resolve their questions?
Are you relentless in your pursuit of delivering an exceptional member experience?
Are you comfortable in a financial environment, and do you have the aptitude to discuss and recommend financial products and solutions to a member?
In summary, we are looking for friendly, enthusiastic, and professional people who enjoy serving. We will teach you everything else you need to know!
Here are some opportunities to look forward to when working at Deseret First...
* Opening new accounts and providing support and guidance with lending opportunities
* Educating on and proposing credit union products and services that provide solutions to member's financial needs.
* Accurately and efficiently processing members' financial transactions, including transferring money to member accounts, posting transactions, and maintaining member records.
* Owning the member experience in the branch for each member interaction to provide the best possible "Deseret First experience".
* Consistently looking for opportunities to build the branch business through member referrals, community involvement, and increasing members' wallet share of Deseret First products and services.
Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.
Requirements
Salary
Starting at $18/hr DOE.
Financial Counseling Rep I
Finance service representative job in Riverton, UT
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
Responsibilities:
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Desired Qualifications:
Spanish Bi-Lingual
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
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Auto-ApplyPart Time (30 Hours) Associate Banker, West Valley City Branch, Salt Lake City, UT Bilingual Spanish and English Required
Finance service representative job in Salt Lake City, UT
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.
Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyPersonal Banker
Finance service representative job in Sandy, UT
Utah First Credit Union is seeking to add a full-time Personal Banker to the team at our Sandy, UT branch. This individual provides exceptional service and strives to improve our customers' financial lives by cross-selling products and services as well as producing loans. The schedule for the Personal Banker position falls within our branch hours of Monday-Friday 8:00 AM - 7:00 PM and Saturdays 9:00 AM- 3:00 PM. Are you driven and innovative? Do you enjoy helping people and have great customer service skills? Would you like to develop your skills as a financial expert? If so, read on!
BENEFITS
We pay our Persona Banker a competitive base wage starting at $20 / hour, depending on experience, and a generous incentive pay structure. We offer excellent benefits including health insurance, 4 weeks of Paid Parental Leave for the birth of a child and 8 weeks of Paid Pregnancy-Related Medical Leave, 15 PTO days, 12 paid holidays, tuition reimbursement up to $2,500 each year, a 401(k) plan, and training opportunities. If you would like to join our tight-knit lending team in our beautiful new branch, apply today!
A DAY IN THE PERSONAL BANKER
As a Personal Banker, you find it rewarding to generate consumer loans that benefit customers' lives. Your superb customer service skills allow you to build lasting relationships with our customers. You open new accounts, take loan applications, and disburse loan applications for customers. You capture business by cross-selling credit union products and services that meet their needs and improve their financial well-being. Each month, you strive to meet and exceed individual and branch loan production goals.
Your universal Personal Banker completes transactions for a variety of requests such as deposits, withdrawals, loan payments, checks, money orders, and cash advances. In addition to serving our customers in person, you also have the opportunity to interact with them over the phone. In every interaction, you are sure to provide exceptional customer experiences. To stay at the top of your game, you participate in individual and credit union training. You enjoy coming to work each day in our upbeat, fast-paced environment to help our customers achieve their financial goals.
QUALIFICATIONS
High school diploma or equivalent, 18-years-old or older, customer service and financial services experience, experience in consumer lending, sash handling experience.
Do you value accuracy in your work? Are you respectful and tactful? Are you passionate about providing efficient, world-class customer service? Do you enjoy interacting with people but also enjoy making sure everything lines up and adds up? Do you have great attention to detail? Are you driven and ambitious? Do you work well individually and in a team? Do you strive to go the extra mile? If so, you may be perfect for this position!
ABOUT UTAH FIRST CREDIT UNION
The Utah First story began in 1935, in the midst of the Great Depression. A group of German immigrants were having a difficult time finding anyone to help them with the loans they needed to bring their families to America. They banded together to form a grassroots credit union that would serve all members of the community. Here, people found the positive answers' and opportunities' they needed to build their future. We've built our credit union around the idea of strengthening our community and creating excellent relationships.
Our mission is to be significant in the lives of our customers and we know that our employees are key to achieving this. That is why we offer competitive compensation, comprehensive benefits, and a supportive, team-oriented work environment. As a growing organization, our employees can also depend on an enormous opportunity for advancement.
ARE YOU READY TO JOIN OUR TEAM?
If you feel that you are the right Personal Banker for the job, fill out our initial 3-minute, mobile-friendly application today!
DISCLOSURES
Utah First is an Equal Opportunity / Affirmative Action Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service. We may contact references provided for employment reference checks. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. We use E-Verify.
Entry-Level Financial Representative
Finance service representative job in South Jordan, UT
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Utilize marketing tools and resources to grow your client base.
Work with clients to assess financial needs and develop personalized strategies.
Provide guidance on insurance, investments, and retirement planning.
Engage in structured coaching, mentorship, and training programs.
Qualifications:
Self-motivated, coachable, and driven to succeed.
Excellent communication and relationship-building abilities.
No prior financial experience is required, and comprehensive training is included.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
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Finance service representative job in Park City, UT
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[Your Company Name] is committed to maintaining a safe and healthy work environment for all employees and ensuring the safety and well-being of our clients and customers. To achieve this goal, we have implemented a drug-free workplace policy that includes pre-employment drug screening. All job offers are contingent upon the successful completion of a drug test and background check.
Drug Screening Policy:
Pre-Employment Testing: All candidates who receive a conditional offer of employment will be required to undergo a drug test. The drug test will be conducted in accordance with applicable laws and regulations and will screen for the presence of illegal drugs and controlled substances.
Legal Substance Use: We recognize that some substances may be legally prescribed or used under the supervision of a licensed healthcare professional. If you are using prescription medications or legal substances, it is your responsibility to disclose this information to the testing facility and provide appropriate documentation if necessary.
Confidentiality: The results of the drug test will be kept confidential and will only be shared with individuals who need the information to make employment decisions. [Your Company Name] will not share this information with unauthorized parties.
Withdrawal of Job Offer: A positive drug test result, refusal to take the test, or tampering with the test will result in the withdrawal of the job offer. If a job offer is withdrawn due to a positive drug test result, the candidate will not be eligible for employment with [Your Company Name] for a period of time specified in our policy.
By accepting a job offer from [Your Company Name], you consent to undergo drug testing and understand the implications of the drug screening process. We appreciate your cooperation and understanding regarding our commitment to maintaining a drug-free workplace.
Thank you for your interest in joining [Your Company Name].
Financial Services Representative (Bilingual Preferred)
Finance service representative job in Salt Lake City, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative (Bilingual Preferred) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18- $19.75
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPart Time Associate Banker Salt Lake Central (30 hours)
Finance service representative job in Salt Lake City, UT
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyMember Service Representative
Finance service representative job in Salt Lake City, UT
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:
12 paid holidays
A positive atmosphere and co-workers who truly care
Full benefits package, perks, and discounts worth a double-take
Competitive compensation
Enjoyable activities and wellness initiatives
The schedule is Monday-Friday from 8:45-5:45.
We delight in taking excellent care of our members. Here is how you can help us accomplish that...
We are looking for people who love people. We are in the people business helping individuals with their financial needs!
Are you driven by a purpose?
Do you have energy, passion, and enthusiasm for your work and enjoy helping others?
Can you do common things in an uncommon way?
Are you proactive and like to solve problems by thinking outside the box? Can you show empathy and concern for a member's frustrations and partner with them to resolve their questions?
Are you relentless in your pursuit of delivering an exceptional member experience?
Are you comfortable in a financial environment, and do you have the aptitude to discuss and recommend financial products and solutions to a member?
In summary, we are looking for friendly, enthusiastic, and professional people who enjoy serving. We will teach you everything else you need to know!
Here are some opportunities to look forward to when working at Deseret First...
Opening new accounts and providing support and guidance with lending opportunities
Educating on and proposing credit union products and services that provide solutions to member's financial needs.
Accurately and efficiently processing members' financial transactions, including transferring money to member accounts, posting transactions, and maintaining member records.
Owning the member experience in the branch for each member interaction to provide the best possible "Deseret First experience".
Consistently looking for opportunities to build the branch business through member referrals, community involvement, and increasing members' wallet share of Deseret First products and services.
Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.
Starting at $18/hr DOE.
Part Time (20 Hours) Associate Banker, Glendale Redwood Branch, Salt Lake City, UT Bilingual Spanish Required
Finance service representative job in Salt Lake City, UT
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.
+ Reading and speaking in both Spanish and English fluently is required for this role.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Part Time Associate Banker (30 Hours) Kimball Junction, Park City, UT
Finance service representative job in Park City, UT
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyPart Time Associate Banker (30 Hours) Park City, Utah
Finance service representative job in Park City, UT
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyMember Service Representative
Finance service representative job in Taylorsville, UT
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:
12 paid holidays
A positive atmosphere and co-workers who truly care
Full benefits package, perks, and discounts worth a double-take
Competitive compensation
Enjoyable activities and wellness initiatives
Schedule: Monday - Friday 9:30 - 5:30, as well as rotating Saturdays 9:00 - 2:00.
We delight in taking excellent care of our members. Here is how you can help us accomplish that...
We are looking for people who love people. We are in the people business helping individuals with their financial needs!
Are you driven by a purpose?
Do you have energy, passion, and enthusiasm for your work and enjoy helping others?
Can you do common things in an uncommon way?
Are you proactive and like to solve problems by thinking outside the box? Can you show empathy and concern for a member's frustrations and partner with them to resolve their questions?
Are you relentless in your pursuit of delivering an exceptional member experience?
Are you comfortable in a financial environment, and do you have the aptitude to discuss and recommend financial products and solutions to a member?
In summary, we are looking for friendly, enthusiastic, and professional people who enjoy serving. We will teach you everything else you need to know!
Here are some opportunities to look forward to when working at Deseret First...
Opening new accounts and providing support and guidance with lending opportunities
Educating on and proposing credit union products and services that provide solutions to member's financial needs.
Accurately and efficiently processing members' financial transactions, including transferring money to member accounts, posting transactions, and maintaining member records.
Owning the member experience in the branch for each member interaction to provide the best possible "Deseret First experience".
Consistently looking for opportunities to build the branch business through member referrals, community involvement, and increasing members' wallet share of Deseret First products and services.
Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability veteran status, pregnancy, sexual orientation or any other characteristic protected by law.
Starting at $18.00 per hour, DOE.