Customer Service Representative
Finance service representative job in Kansas City, KS
We're partnering with a close-knit, local company to find a professional and detail-oriented Customer Service Representative to join their team. This is a full-time, direct hire role based in Edwardsville, KS, with a consistent schedule of 8:00 AM to 4:30 PM, Monday through Friday. The position is fully in-office, supporting a small, collaborative team in a casual industrial office setting. If you're someone who enjoys helping others, is comfortable managing order details, and likes working in a busy, team-focused environment, this could be a great fit.
Responsibilities:
Take customer orders by phone and email for commercial appliances and parts
Enter detailed product orders accurately, including shipping and freight specifics
Respond to customer inquiries and provide support or escalate as needed
Maintain customer accounts and track order activity in internal systems
Reconcile machine orders with production reports and generate weekly reports
Support key account tracking and documentation for leasing and consignment
Stay flexible and cross-trained, supporting team coverage and shared responsibilities
Assist with other duties as assigned by the customer service manager
Requirements:
Strong attention to detail and ability to keep track of order specifications
Excellent communication skills and a service-oriented approach
Comfortable working in an open office environment with multiple conversations happening
Basic proficiency with Microsoft Office and ability to learn new software
Reliable, professional, and eager to learn the products and parts they support
Previous customer service experience is a plus
Customer Service Representative
Finance service representative job in Lenexa, KS
Renewal by Andersen is the exclusive start-to-finish window and door replacement division of Andersen Corporation - the most recognized window brand in the U.S. Join us on our quest to drive change and innovation inspired by customer needs. We are seeking a Customer Care Specialist to fuel our continued growth on our Kansas City Team.
Project Coordinator - Scheduler - Administrative
Essential Functions:
Act as the main point of contact for customers throughout the lifecycle of their project to improve the customer experience and increase revenue streams via referral and repeat business.
Partner with assigned sales reps and serve as point of contact (POC) post-sale for all customers to make them feel cared for and engender their consumer trust.
Delight customers by providing a consistently excellent customer experience commiserate with our world-class product.
Keep continuous communications with assigned customers to ensure that all questions and concerns about their project are addressed and satisfied, to include service immediately post-install.
Contact customers after sale to confirm best times and methods of contact and answer any immediate questions or concerns that they may have.
Close out projects with customers upon completion of their project to collect feedback for recognition or improvement.
Based on this feedback, pass on customer information as needed to other departments involved and follow up accordingly on the customer's behalf.
Solicit referral business from past customers using, but not limited to, the following methods - closeout calls, survey results, online reviews, etc. via phone conversations and email.
Cancel out any jobs requesting termination of their contract. Administer the change in the system and email the customer and the sales rep to inform of the cancellation. Request a refund if needed from accounting.
Rebate and tax letters provided upon request to customers.
Adjust backend contract amounts per management and accounting requests.
Attend Exceptions Meeting to provide updates on various customers regarding signing of amendments, missing deposits or any other pertinent information to get jobs ordered at a weekly meeting.
Create a weekly list of outstanding items to request from reps and installation managers. Provide feedback to sales and production management as necessary.
Entry Level - Customer Service - Retail
Job Requirements
Experience in a sales environment and ability to multitask and stay organized. Must be fluent with word, excel, email, PCS, IPad functions and any other basic computer functions. Must be willing to jump in and assist where ever is needed and maintain a positive outlook to constantly inspire the sales force.
The ideal candidate will possess:
2+ years of customer service experience
Demonstrated word processing, spreadsheet, and general computer proficiency.
Experience using SalesForce.
Strong phone etiquette and verbal skills to facilitate problem resolution.
Strong written and verbal communication skills.
Time and work process management skills.
High school diploma or equivalent.
This is a full-time entry-level position with mostly set work hours: Mon-Fri, 8:00-5:00PM.
Our homeowners value integrity and quality. We are grateful for every opportunity to assist a homeowner with one of their most personal and prized possessions, their home. At each interaction, we want them to feel: Trust
, Respected, Cared For
and
Delighted.
If you share these values and your goal is to use your talents in a fast-paced work environment, we want to hear from you! Please forward your resume.
Renewal by Andersen of Kansas City is an Equal Opportunity Employer.
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
Work Location: In person
Proprietary Equity Trader Position
Finance service representative job in Kansas City, KS
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ādark' and ālit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structure
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyEastern Rail Trader
Finance service representative job in Kansas City, MO
Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally.
Job Description
This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets.
Primary Responsibilities/Essential Functions
Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function).
Proposes and take new SE rail trade opportunities based on collected information.
Stay abreast of market developments, ensuring timely group updates & interpretation of market data
Use historical information to analyze pricing trends and project forward market pricing outlook
Engages in trade and balance sheet discussions around premium and flat price positions
Ensure positions are accurately reported and daily P&L's tie out
Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment
Active participant in discussion around US corn premium positioning.
Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows.
Receives rail applications from third parties and manages the trains timely billing to destinations.
Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train.
Communicate with country rail terminals daily with goal of buying and increasing grain purchases.
Devise and execute origination strategies for commodities.
Works to achieve ālast right of refusalā relationships with various Co-ops and commercials elevators
Compose regular market wires, position updates and strategy plans.
Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits.
Additional Responsibilities
Ensure contracts are entered and fills/ settlements are completed timely.
Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions.
Qualifications
Education:
Basic qualifications:
Bachelor's Degree
Preferred qualifications:
Degree in Agricultural Economics, Agriculture Business or related degree
Experience
The following are required:
5+ years of experience in an agribusiness firm in a merchandising or trading capacity
Thorough understanding of grain markets, basis trading and rail logistics
Three or more years of direct position ownership & experience with logistics management
Knowledge/Skills/Abilities (including any physical demands)
Basic qualifications:
Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation
Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy
Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues)
Demonstrated ability to manage trading risks
Knowledge of demurrage/despatch concepts
Familiarity with current commodity transportation issues
Proficiency with MS Excel, database administration and online systems/websites
Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets
Knowledge/Ability to set up accruals for freight, costs, demurrage, etc.
Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines
Thorough knowledge of futures markets, hedging and arbitrage
Strong written and verbal communication skills
Must be a motivated self-starter
Preferred qualifications:
Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines.
Experience utilizing and reviewing reports within Power BI.
Additional Information
Equipment Used
Typical office equipment: PC, workstations, telephone, and fax machine.
Working Conditions
Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends.
Employee Supervision
May lead or supervise a few junior merchandising staff members.
Decision Making/Accountability
Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences.
What We Offer
We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world.
- Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage
- 401k with Company Match
- Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits
- Paid Time Off (PTO) and Paid Holidays
- Flexible work available (not applicable to all roles)
Diversity & Inclusion
LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion.
LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply.
Equal employment opportunity (EEO)
Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sustainability
Sustainable value is at the heart of our purpose as a company.
We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
Financial Protection Agent
Finance service representative job in Topeka, KS
Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential.
NOW HIRING:
ā
Licensed Life & Health Agents
ā
Unlicensed Individuals (We'll guide you through the licensing process!)
We're looking for our next leaders-those who aspire to create a career or an impactful part-time income stream.
Is This You?
ā Willing to work hard and commit to long-term success?
ā Ready to invest in yourself and your business?
ā Self-motivated and disciplined, even when no one is watching?
ā Coachable and eager to learn?
ā Interested in a business that is both recession- and pandemic-proof?
If you answered YES to any of these, keep reading!
Why Choose Us?
š¼ Work from anywhere - full-time or part-time, set your own schedule.
š° Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month.
š No cold calling - You'll only assist individuals who have already requested help.
ā No sales quotas, no pressure, no pushy tactics.
š§ š« World-class training & mentorship - Learn directly from top agents.
šÆ Daily pay from the insurance carriers you work with.
š Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary
š Ownership opportunities - Build your own agency (if desired).
š„ Health insurance available for qualified agents.
š This is your chance to take back control, build a rewarding career, and create real financial freedom.
š Apply today and start your journey in financial services!
(Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.)
Auto-ApplyAssociate Banker
Finance service representative job in Louisburg, KS
It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
This type of position is ideal for someone looking to build a career in finance. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.
As an Associate Banker, you will:
Work as an individual contributor at a steady, even pace without a great dependence on other team members to achieve your results.
Operate in a role that has clear direction with established processes and expectations.
Provide support and service to others in an environment free from competition.
Deliver detailed and accurate work by adhering to specific guidelines.
Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.
As an Associate Banker, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including introducing clients to new products, services and digital solutions. You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals. Additionally, Associate Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position.
Minimum Requirements:
High school diploma or equivalent
Desired Skills: Ideal candidates for this position should possess some or all of the following skills:
Previous banking, cash handling or financial service experience
6+ Months of demonstrated successful sales experience
Bilingual language skills
Passionate and motivated self-starter
A passion for educating clients on banking products and digital technologies available at the bank
Strong work ethic and ability to complete work accurately
Ability to think logically in order to analyze situations and make sound decisions
Ability to handle multiple tasks simultaneously
Capacity to work with multiple computer and software systems
Ability to calculate figures and amounts such as cash back and percentages
Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
An associate must be able to work overtime to the extent necessary (typically no more than 5%).
Flexible scheduling as business needs allow.
Incentive and Benefits:
This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned monthly based on the associate's performance against the defined metrics as outlined in the score card.
In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
Part Time (30 Hours) Associate Banker, Blue Ridge Branch, Kansas City, MO
Finance service representative job in Kansas City, MO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyAnimal Services Officer
Finance service representative job in Independence, MO
Professional and technical position requiring an individual with excellent communication and organizational skills, able to perform required job duties and make sound judgements with minimal oversight. This position is responsible for enforcing City codes regarding the keeping and caring for animals within City limits to promote the health, safety, and welfare of both people and animals. The qualified applicant will have the ability to work independently and, in a team setting in a fast-paced environment. Performs other duties as assigned.
Minimum Qualifications: High school diploma or equivalent, and one to two years of progressively responsible related experience, or any combination of education, training, and experience providing the knowledge, skills, and abilities to perform the essential job functions. Must complete required NIMS level training within the first six months of hire. Valid driver's license required. Knowledge of animal health, care, behavior, and handling. Ability to use independent judgement within established guidelines, communicate effectively, handle, and resolve conflict in a calm and effective manner. Ability to conduct thorough investigations with attention to detail and to prepare written reports with sufficient detail to give an accurate reflection of events that occurred. Ability to multitask, prioritize and manage time efficiently.
Physical Demands: Frequent mobility required including lifting, bending, kneeling, and reaching; maneuvering on uneven terrain. Normal hearing and visual acuity. Sitting or standing for extended periods. Able to regularly lift 75 pounds and able to handle and control fractious, aggressive, and dangerous animals.
Typical Working Conditions: Frequent exposure to difficult public contacts. Frequent exposure to all weather conditions and potentially caustic chemicals. Possible exposure to hazardous work areas and to personal physical danger in course of conducting job duties. Assignments may involve frequent exposure to dirty or unsanitary conditions, odors, fumes, and zoonotic diseases.
Drug testing
Background check
In addition to the application, testing and/or examinations may be required for further consideration.
This position may be required to work evening hours and one weekend day per week.
This position will be required to rotate on-call to provide after-hours animal control services.
IBEW Maintenance & Clerical Bargaining Unit position.
Apply online at *********************************************************** Position open until filled.
EQUAL OPPORTUNITY EMPLOYER - BILINGUAL SKILLS PREFERRED
Financial Services Representative (Entry Level)
Finance service representative job in Overland Park, KS
Launch Your Career with Purpose - Join The Kolb Agency
Are you about to graduate (or recently graduated) and looking for meaningful work where you can grow personally and professionally? At The Kolb Agency, we help families protect what matters most - their financial future - while building flexible, rewarding careers for people just like you.
This is more than a job. It's an opportunity to gain real-world experience, develop leadership skills, and create lasting impact.
What We Offer
Training & Mentorship: No experience? No problem. We'll guide you step by step.
Flexible Hours & Remote Work: Build your career around your life, not the other way around.
Community & Support: Be part of a team that encourages growth and celebrates wins.
Unlimited Earning Potential: Commission-based income - your effort determines your results.
Who We're Looking For
Motivated students and recent grads eager to start building a career
People who value integrity, growth, and serving others
Coachable team players who want hands-on mentorship
Individuals ready to earn their Life & Health license (we'll help you get there)
What You'll Do
Meet virtually with families to explain financial protection options
Design solutions that fit their unique needs
Gain skills in communication, leadership, and financial literacy
Grow a career with freedom, flexibility, and purpose
About The Kolb Agency
Partner of Symmetry Financial Group, known for its award-winning culture
Remote, nationwide opportunities - no cold calling
Leadership team invested in your success and development
š If you're ready to kickstart your career, make an impact, and build your future, apply today.
ā ļø Note: Success is not guaranteed and depends on effort, commitment, and following our proven system.
*NOTE: Equal opportunity, not equal outcome. No agent's success, earnings, or production results should be viewed as typical, average or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work.
Auto-ApplyAssociate Banker
Finance service representative job in Kansas City, MO
Application Deadline:
01/11/2026
Address:
800 W. 47th Street
Job Family Group:
Retail Banking Sales & Service
Please note this opening is for a part-time (20 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Mon-Fri only, this branch is closed on Sat.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyFinancial Representative
Finance service representative job in Overland Park, KS
Job Description
Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS. In this role, you'll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being. You'll guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals.
Responsibilities:
This is a full-time, hybrid position based in Overland Park, KS, with flexibility for some remote work. As an Associate Financial Advisor with Guardian Life, you'll focus on comprehensive financial planning, investment strategies, insurance solutions, and retirement preparation.
Qualifications:
Knowledge of financial planning and retirement planning concepts
Familiarity with insurance and investment products
Background in finance or a related industry preferred
Strong analytical and problem-solving skills
Excellent communication and relationship-building abilities
Ability to work both independently and collaboratively
Bachelor's degree or 5 years experience in Finance, Economics, Business, or a related field
About Company
The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their āpersonal economyā into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.
Banker - Overland Park
Finance service representative job in Overland Park, KS
What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being.
* Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals.
* Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner.
* Educate customers on banking tools, services, and digital platforms to enhance their banking experience.
* Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products.
* Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care.
* Process financial transactions, ensuring accuracy and adherence to policies.
* Balance assigned cash drawer and research any discrepancies as needed.
* Make referrals to other lines of business for traditional and non-traditional banking products and services.
* Maintain knowledge of all bank products, services, and promotions to effectively assist customers.
* Make outbound sales calls to prospects and existing customers
* Meet or exceed daily/weekly calls and sales targets
Central Bank Offers This:
* Competitive compensation tailored to your experience and skills.
* Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance
* 401(k) Savings Plan with company contributions:
* Automatic 4% company contribution-no employee contribution required.
* 50% match on the first 6% you contribute.
* 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually!
* Tuition Reimbursement to help you pursue your educational goals and career advancement.
* Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority!
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
You've Got This:
* Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services
* Proven ability to meet sales goals and thrive in a result-driven environment
* Prior cash handling and customer service experience preferred
* Strong attention to detail and a high degree of accuracy
* Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers
* Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency
* Strong time management, problem-solving, and organizational skills
* Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates.
* Ability to handle confidential information with discretion
* Willingness to assume additional responsibilities as needed
* Ability to stand for long periods of time and life 20 lbs.
Financial Services Representative
Finance service representative job in Grandview, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16-$18
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-ApplyUniversal Banking Rep I
Finance service representative job in Leavenworth, KS
The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks.
A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction.
Fullātime associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired.
**Principal Accountabilities** **:**
+ Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction.
+ Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions.
+ Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels.
+ Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center.
+ Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
+ Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts.
+ Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing.
+ Maintain a personally professional and presentable appearance in all internal and external client interactions.
+ Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates.
+ The ability to adhere to specific quality standards, codes of conduct and professionalism.
+ Be fully proficient in video teller and online banking tasks.
+ Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction.
+ Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures.
+ Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training.
+ Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution.
+ Perform administrative tasks as assigned.
+ Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations.
+ The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments
+ Maintain customer confidentiality.
+ Ad hoc duties as assigned
+ Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.
**Minimum Qualifications**
+ High school diploma or GED
+ 1 year Customer Service, Retail or equivalent experience
+ Familiarity with banking products and services
+ Strong attention to detail and ability to complete work accurately.
+ Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
+ Ability to communicate effectively in person, on-screen, over the phone and in writing.
+ Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions.
+ Ability to solve problems while working directly with external and / or internal customers.
+ Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems.
+ Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc
**Physical Requirements:**
The work environment is typical of a standard office setting. Sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, walking and standing are required only occasionally. Talking; expressing or exchanging ideas by means of the spoken word. Activities must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly. Hearing; perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in recommending other products and services. The agent must be focused on the delivering of exceptional customer service during each customer interaction.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
Proprietary Equity Trader Position
Finance service representative job in Topeka, KS
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyBanker Associate-Middle Market Banking-Associate
Finance service representative job in Leawood, KS
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Auto-ApplyFinancial Services Representative (Entry Level)
Finance service representative job in Lawrence, KS
Launch Your Career with Purpose - Join The Kolb Agency
Are you about to graduate (or recently graduated) and looking for meaningful work where you can grow personally and professionally? At The Kolb Agency, we help families protect what matters most - their financial future - while building flexible, rewarding careers for people just like you.
This is more than a job. It's an opportunity to gain real-world experience, develop leadership skills, and create lasting impact.
What We Offer
Training & Mentorship: No experience? No problem. We'll guide you step by step.
Flexible Hours & Remote Work: Build your career around your life, not the other way around.
Community & Support: Be part of a team that encourages growth and celebrates wins.
Unlimited Earning Potential: Commission-based income - your effort determines your results.
Who We're Looking For
Motivated students and recent grads eager to start building a career
People who value integrity, growth, and serving others
Coachable team players who want hands-on mentorship
Individuals ready to earn their Life & Health license (we'll help you get there)
What You'll Do
Meet virtually with families to explain financial protection options
Design solutions that fit their unique needs
Gain skills in communication, leadership, and financial literacy
Grow a career with freedom, flexibility, and purpose
About The Kolb Agency
Partner of Symmetry Financial Group, known for its award-winning culture
Remote, nationwide opportunities - no cold calling
Leadership team invested in your success and development
š If you're ready to kickstart your career, make an impact, and build your future, apply today.
ā ļø Note: Success is not guaranteed and depends on effort, commitment, and following our proven system.
*NOTE: Equal opportunity, not equal outcome. No agent's success, earnings, or production results should be viewed as typical, average or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work.
Auto-ApplyAssociate Banker
Finance service representative job in Leawood, KS
Application Deadline:
01/04/2026
Address:
11301 Nall Avenue
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyBanker - Lawrence
Finance service representative job in Lawrence, KS
What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being.
* Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals.
* Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner.
* Educate customers on banking tools, services, and digital platforms to enhance their banking experience.
* Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products.
* Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care.
* Process financial transactions, ensuring accuracy and adherence to policies.
* Balance assigned cash drawer and research any discrepancies as needed.
* Make referrals to other lines of business for traditional and non-traditional banking products and services.
* Maintain knowledge of all bank products, services, and promotions to effectively assist customers.
Central Bank Offers This:
* Competitive compensation tailored to your experience and skills.
* Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance
* 401(k) Savings Plan with company contributions:
* Automatic 4% company contribution-no employee contribution required.
* 50% match on the first 6% you contribute.
* 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually!
* Tuition Reimbursement to help you pursue your educational goals and career advancement.
* Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority!
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
You've Got This:
* Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services
* Proven ability to meet sales goals and thrive in a result-driven environment
* Prior cash handling and customer service experience preferred
* Strong attention to detail and a high degree of accuracy
* Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers
* Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency
* Strong time management, problem-solving, and organizational skills
* Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates.
* Ability to handle confidential information with discretion
* Willingness to assume additional responsibilities as needed
* Ability to stand for long periods of time and life 20 lbs.
Universal Banking Rep I
Finance service representative job in Leavenworth, KS
The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks.
A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction.
Fullātime associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired.
Principal Accountabilities:
Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction.
Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions.
Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels.
Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center.
Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts.
Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing.
Maintain a personally professional and presentable appearance in all internal and external client interactions.
Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates.
The ability to adhere to specific quality standards, codes of conduct and professionalism.
Be fully proficient in video teller and online banking tasks.
Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction.
Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures.
Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training.
Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution.
Perform administrative tasks as assigned.
Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations.
The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments
Maintain customer confidentiality.
Ad hoc duties as assigned
Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.