Finance service representative jobs in Omaha, NE - 439 jobs

One of our clients in the Insurance Industry is looking for Insurance Client Services Representatives to work hybrid in Omaha, Nebraska, San Antonio, Texas, and Pittston, Pennsylvania. As a Client Services Representative, you will be responsible for delivering industry-leading service by ensuring the timely and accurate entry of all inbound leads. Answering inbound calls, you'll be speaking with traditional agents and brokers to assist in them providing product options for their end clients. This role requires strong multitasking abilities, consistent dependability, and a collaborative mindset. You'll work closely with team members in a fast-paced environment, maintaining high service standards while contributing to a supportive and team-focused culture. This position can pay anywhere between $19/hr and $21/hr dependent on previous licensing. Exact compensation may vary based on several factors, including skills, experience, and education. Required Skills & Experience · Bachelor's or Associates degree in Business Administration or related field · Or will take Post Secondary Credits with 2+ years of customer service experience · Customer Service Experience · Excellent verbal and written communication skills · Organizational skills and attention to detail · Excellent time management skills with a proven ability to multitask Nice to Have Skills & Experience · Current commercial P&C license (property and casualty) - Allows for higher compensation · Experience working in the auto insurance agency · Previous experience working in the insurance industry · Bilingual with any other language

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Description We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people's lives. As our newest life insurance sales representative you will sell and market life and financial services to existing clients and new customers. As a full-time sales representative you will help individuals, families, and small businesses secure their tomorrows. We are seeking energetic and driven individuals with a winning spirit to join our fast paced sales department. As a life insurance sales representative you will work with a dynamic team that shares your desire to be the best. Our disciplined, proven successful sales process will help you in growing your career. Apply today so we can contact you about the next steps in the interview process to be our next sales representative. . Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Career Growth Opportunities Evenings Off Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Parental Leave Responsibilities Solicits for new business via telephone, networking, and other lead sources. Develop insurance quotes, makes sales presentations, and closes sales. Develop ongoing networking relationships with centers of influence. Secure all onboarding Documents from customers. Develop new Financial Services opportunities. Document each customer contact in eAgent. Ask each customer for referrals and explain our referral program. Treat each customer contact as a cross and up-sell opportunity including financial products. Prospecting and generating new business through leads & referral sources. Generating insurance quotes. Be outstanding at relationship building. Maintain client relationships with follow up phone calls. Cold call, direct email and perform other lead generation activities. Follow up with customers to assure satisfaction, respond to questions, solicit further sales, and solve problems. Grow sales revenue by utilizing phone, email and potential client lists. Requirements Must be able to pass a comprehensive background check and be able to obtain your series 6, series 63 and your Life and Health licenses with in 60 days of start date

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then 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. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

Job Description Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members! Discover the Centris Experience: Build Relationships: Be a trusted financial partner to our members. Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: Invest in Yourself: Centris offers tuition reimbursement! Treat Yourself: Company-paid DoorDash membership. Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! Detail-oriented individual with a positive attitude and a passion for helping others! Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!

Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members! Discover the Centris Experience: Build Relationships: Be a trusted financial partner to our members. Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: Invest in Yourself: Centris offers tuition reimbursement! Treat Yourself: Company-paid DoorDash membership. Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! Detail-oriented individual with a positive attitude and a passion for helping others! Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!

JobID: 210698444 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then 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. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers * Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills

Fast paced local office of an International Franchise has an opening for a Customer Service Representative. Our customers love us! We have over 50% repeat/referral customer base and are seeking additional office support for our growing business. Handyman Connection of Lincoln, NE is a locally owned and operated, well established Home Improvement Company dedicated to excellent customer service and quality workmanship. What You Will Receive Earn competitive pay depending on your skills, experience and availability Work during traditional business hours with some flexibility - no nights or weekends! Professional office with a friendly touch! Excellent training and support Branded apparel available (or business casual attire) Responsibilities Strong telephone and written communication skills Dedication to excellent customer service Outgoing personality; enjoys working with people Able to manage small business details while working independently Manage time and responsibilities - scheduling, customer support, job tracking, billing, staff communications, phone calls, etc. Confident with typical office equipment and computer skills - especially Microsoft products such as Outlook, Excel, Word, CRM, PowerPoint Knowledge of home repair and light remodeling a plus Experience working in a Customer Service Role or Telemarketing Role preferred Competitive wages with benefits and incentive plan available to qualified applicant. For immediate consideration, apply online via the application to the right. Check us out on the web at: ************************** What our customers say: Why Handyman Connection? Your locally owned Handyman Connection franchise contracts with talented craftsmen like you to deliver quality workmanship and professional service for our customers. If you're interested in: high earnings potential a flexible schedule that you control using your skills to help improve other's lives Handyman Connection might be a great fit for you. Homeowners across North America have been calling on Handyman Connection for our professional craftsmanship and great customer experience since 1991. Each Handyman Connection franchise is locally owned and operated, backed by the company that helped launch the industry.

At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. We'll help you Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy Get training and one-on-one coaching from academy managers who are invested in your success Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide Develop techniques to confidently engage with clients by telephone Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to Providing a world class client experience through point of call account servicing and resolution Working in a well-compensated, highly collaborative environment Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You're the kind of person that (required skills) Is client-focused with a passion for excellence and a positive team attitude Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams Is an effective communicator with an aptitude for sales and relationship management Has strong computer skills Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication Is ambitious, disciplined, hardworking, resilient and willing to learn Must be flexible to work any schedule: Sunday to Friday 8am to 8pm EST We're a culture that Believes in responsible growth and is dedicated to supporting the communities we serve Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!

Riverstone Bank is seeking an individual for a full-time, Personal Banker. This position is responsible for being a resourceful advocate to our customers, as well as projecting a positive image through exceptional customer service. We are seeking a friendly, outgoing individual that can effectively complete transactions and daily tasks in an engaging and positive manner. Hours/Location: 7:45am 4:15pm Monday- Friday with a 30-minute lunch. This position is located at the Syracuse Branch: 920 12th Street Syracuse, Nebraska Job Responsibilities: Service: Assist customers with account transactions by providing prompt, accurate service. These transactions may be in person, by telephone, or in writing. Personal Commitment: Demonstrate commitment, dependability, and respect for the team with regular attendance, punctuality, and agreed-upon schedule of availability. Project a professional image in attire, manner, communication, and focus. Daily Processing: Responsible for daily transactions and handling cash. Frequently balance a cash drawer and run transactions proof through branch capture. Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports. Create cashier's checks, money orders and loan disbursement checks. Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening. Pick-up mail, sort and deliver Monday-Friday. Responsible for opening and closing duties. Prepares holds on deposits. Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary. Answer phone calls and transfer to appropriate departments. Referrals: Possess a working knowledge of the banks products and services and provide customers with applicable information and guidance. Maintain and Organize: Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products. Training: Expected to attend and participate in ongoing training and Branch meetings. Administrative: Participate in special projects facilitated by various departments. Maintain and stock the lobby, teller line and vault room. 8. Other duties as assigned. Core Competencies/Qualifications High School Diploma or equivalent Ability to maintain a high level of confidentiality Retail sales/service experience preferred Cash handling experience preferred Basic math skills and proficient computer skills Proactive and responsive personality with a high level of accuracy, attention to detail and follow through. Ability to communicate effectively and professionally at all levels of the organizations and community. Possess a positive attitude with the ability to work independently and exercise good judgment. Working Conditions/Physical Demands The environment for this position is an office-type setting that is mostly clean and comfortable. Little discomfort caused by such factors as noise, heat or dust. This position spends time writing, typing, speaking, listening, lifting (up to 20lbs), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, kneeling and reaching. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Further, they do not establish a contract for employment and are subject to change at the discretion of the employer. Education: High school or equivalent (Preferred) Benefits: Pay commensurate with experience 401(k) Retirement Savings Plan Dependent-Care Spending Account Flexible Spending Account Profit Sharing Accidental Death and Dismemberment Dental Insurance Dependent Life Insurance Life Insurance Long-Term Disability Medical Insurance Supplemental Insurance Vision Insurance Bereavement Pay On-the-Job Training Paid Holidays Paid Vacations Paid Sick Leave Anniversary Day Off Wellness Program AirMedCare Discount

This role is responsible for supporting annuity service delivery by using subject matter knowledge about company products and processes as well as by conducting basic analysis to process or support service-related tasks. The incumbent works under close supervision, however, may be responsible for analytical work that requires independent judgment. • This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. What you do: Supports service delivery for multiple products using multiple systems within established metrics. Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues. Follows departmental processes to process transactions, respond to inquiries, and provide information and solutions to customers. Maintains a broad understanding of various insurance products features and limitations, industry/regulatory terms, and policy-related statements. What you bring: Associate's degree or equivalent experience is required. 0-2 years of related experience is required. Willing to obtain SIE license is preferred. Willing to obtain Series 99 or Series 6 preferred. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: • 401(k) Retirement Plan with company match and quarterly contribution. • Tuition Reimbursement and Assistance. • Incentive Program Bonuses. • Competitive Pay. For your time: • Flexible Hybrid work. • Thrive Days - Personal time off. • Paid time off (PTO). For your health and well-being: • Health Benefits: Medical, Dental, Vision. • Health Savings Account (HSA) with employer contribution. • Well-being programs with financial rewards. • Employee assistance program (EAP). For your professional growth: • Professional development programs. • Leadership development programs. • Employee resource groups. • StrengthsFinder Program. For your community: • Matching donations program. • Paid volunteer time- 8 hours per month. For your family: • Generous paid maternity leave and paternity leave. • Fertility, surrogacy, and adoption assistance. • Backup child, elder and pet care support. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then 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. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. **Job Responsibilities** + Champion a culture of innovation and a customer centric mindset + Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to drive new client acquisition in partnership with the bankers + Embrace a culture of respect, diversity and inclusion **Required Qualifications, Capabilities and Skills** + 3+ years in a similar banking, venture, credit or treasury role + Outstanding professional reputation and integrity + Strong leadership skills required + Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment + Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly + Extensive knowledge of products and services **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree preferred + Superior knowledge of the market dynamics and its business environment preferred + Excellent problem solving, oral, and written communication skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: * Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! * Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members! Discover the Centris Experience: * Build Relationships: Be a trusted financial partner to our members. * Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. * Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. * Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: * Invest in Yourself: Centris offers tuition reimbursement! * Treat Yourself: Company-paid DoorDash membership. * Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: * Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! * Detail-oriented individual with a positive attitude and a passion for helping others! * Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!

Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members! Discover the Centris Experience: Build Relationships: Be a trusted financial partner to our members. Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: Invest in Yourself: Centris offers tuition reimbursement! Treat Yourself: Company-paid DoorDash membership. Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! Detail-oriented individual with a positive attitude and a passion for helping others! Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research. Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. Responsibilities: • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals We'll help you • Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy • Get training and one-on-one coaching from academy managers who are invested in your success • Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide • Develop techniques to confidently engage with clients by telephone • Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to • Providing a world class client experience through point of call account servicing and resolution • Working in a well-compensated, highly collaborative environment • Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America Required Qualifications: • Is client-focused with a passion for excellence and a positive team attitude • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment • Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication • Is ambitious, disciplined, hardworking, resilient, and willing to learn Additional Skills Used: • Attention to Detail • Critical Thinking • Customer and Client Focus • Oral Communications • Prioritization • Active Listening • Decision Making • Emotional Intelligence • Result Orientation • Written Communications • Account Management • Adaptability • Client Experience Branding • Coaching • Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then 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. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!