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Insurance Partners 3.9
Finance service representative job in Springfield, MO
Benefits:
Company parties
Competitive salary
Free food & snacks
Opportunity for advancement
Paid time off
Training & development
Join a team that cares about our customers and you! Insurance Partners Inc in SPRINGFIELD, Illinois, is looking for an experienced and committed individual to join our team as a Full-Time Customer Service Rep and Account Manager. In this role, you will manage insurance accounts to maintain strong business relationships and ensure customer satisfaction. You will play a vital role in managing and growing our customer base.
Apply now
to join our team and begin a role with excellent career growth and earning potential. Compensation: $38,000.00 - $44,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, competitive compensation, and more, then you've come to the right place! Working with an independent agency is a great career choice.
Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
The demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to Big I of Illinois Association.
$38k-44k yearly Auto-Apply 60d+ ago
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Financial Services Representative - State Farm Agent Team Member
Maureen Darby-State Farm Agent
Finance service representative job in Reeds Spring, MO
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has been proudly serving Stone County for over 50 years, with Maureen leading the team since 2016 after 15 years on the corporate side of State Farm. With 43 years of industry experience, she is deeply rooted in the community and passionate about giving back.
Were active in local events like the Rotary 5K, Easter Egg Hunt, Trunk or Treat, and the Fire Auxiliary Chili Cookoff. Maureen also serves on the Board of Directors for the Table Rock Lake Chamber of Commerce and supports numerous local fundraisers.
Our team is growing! We currently have five full-time, one part-time member, and a high school internand were looking for a compassionate, quick-learning, tech-savvy problem solver with a great sense of humor to join us. Plus, you'll get to meet Taco, our beloved office mascot, on Taco Tuesdays!
If youre looking for a team that values its customers, community, and each other, check out our Facebook page and Google Reviews to see what were all about!
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Maureen Darby - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with life insurance and annuity needs.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Analytical and communication skills.
Ability to make presentations to customers.
Strong sales ability.
Life/Health insurance license (must be able to obtain, current licensees preferred).
Series 6, 63, 65, 7 or SIE license (must be able to obtain, current licensees preferred).
$33k-47k yearly est. 25d ago
Customer Service Representative, with sign design and production training
Fastsigns 4.1
Finance service representative job in Springfield, MO
Do your friends and co-workers refer to you as a people person? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. Assisting with marketing and social media will also be part of your daily routine. A good driving record is a must.
Other aspects of this position is cross training into the actual production of the signs themselves and possibly training to use the digital printers and engravers. The ability to learn and use power tools, measuring tools, and to work independently as well as together with a helper. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Compensation: $16.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$16 hourly Auto-Apply 60d+ ago
Financial Aid Representative
Midwest Technical Institute 3.7
Finance service representative job in Springfield, MO
We are seeking an organized and personable Financial Aid Representative to join our team at our Springfield, IL Campus. The Financial Aid Representative plays a critical role in supporting prospective and current students as they navigate the financial aid process. This position is responsible for providing clear, accurate, and personalized guidance on funding options, eligibility requirements, and application procedures. Success in this role requires excellent communication skills, strong attention to compliance and detail, a student-centered approach, and a solid understanding of financial aid regulations.
Key Responsibilities
1. Student Support & Communication
* Serve as the primary point of contact for students seeking information about financial aid, including grants, loans, scholarships, and payment plans.
* Communicate clearly and compassionately with students via phone, email, text, and virtual meetings.
* Explain complex financial aid processes in an accessible and supportive manner.
* Guide students through FAFSA completion and verification processes, ensuring required documentation is submitted accurately and in a timely manner.
2. Financial Aid Processing
* Review and assess financial aid applications to determine eligibility based on federal, state, and institutional guidelines.
* Package financial aid awards and communicate details to students clearly and promptly.
* Ensure timely processing of all documents and updates in the student information system and financial aid software.
* Monitor student records for changes in eligibility, enrollment status, or compliance requirements.
3. Compliance & Regulatory Adherence
* Maintain current knowledge of Title IV regulations, institutional policies, and federal/state financial aid guidelines.
* Ensure all activities are conducted in accordance with FERPA, DOE standards, and internal audit requirements.
* Safeguard student financial data and handle sensitive information with confidentiality and integrity.
4. Collaboration & Team Support
* Partner with admissions, student accounts, and academic teams to support a seamless enrollment and financial aid experience.
* Participate in team meetings, training sessions, and compliance workshops.
* Share feedback with leadership on process improvements, student trends, or recurring concerns.
5. Other Duties as Assigned
* Assist with special projects, audits, and departmental goals as needed.
* Demonstrate flexibility and a proactive mindset in supporting the overall success of the Financial Aid department and the institution.
6. Exhibit Core Values
All employees are expected to consistently exhibit Midwest Technical Institute's core values in their daily interactions and work performance. These values are central to our success and culture, and we expect every team member to embody them.
i. Positive Attitude
ii. Respect
iii. Initiative
iv. Dedication
v. Excellence
Qualifications:
Education & Experience
ā High School Diploma or Equivalent required
ā 2 Years of related work experience required
ā Previous work in a financial aid office or related department is a plus.
Skills & Competencies:
ā Ability to solve problems effectively and efficiently.
ā Reliable with strong attendance, punctuality, and follow-through.
ā Excellent verbal and written communication skills.
ā Customer focused mindset with a professional and friendly demeanor.
ā Self-starter who can stay motivated and work well on their own.
ā Well-organized and able to manage time and tasks effectively.
ā Proficiency with CRM systems, student information systems, and Microsoft Office software.
Working Conditions:
ā Infrequent Travel to campuses for off-site training - Less than 5%
ā Full-Time role with a standard 40-hour workweek, occasional overtime can be required.
Compensation & Benefits:
ā Salary - $40,000 - $50,000
ā Benefits -
o Comprehensive health, dental and vision insurance.
o Paid Time Off and Holiday Pay.
o 401K Retirement Plan with employer match.
o Professional Development Opportunities
o Access to wellness programs and resources.
ā Other Perks - Possibility of remote work, Professional Development.
IND1
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Vision insurance
Work Location: In person
$40k-50k yearly 6d ago
Customer Service Representative
Trustpilot 3.9
Finance service representative job in Springfield, MO
We take pride in what we do! Deciding to come grow with us is an exciting opportunity to enhance your career success stories. You are the center to what we do. We would love to have you here!
CSR
At Tower Loan, our Customer ServiceRepresentatives (CSRs) are at the heart of our business! As a CSR, you'll play a key role in delivering exceptional customer service while building relationships and helping our customers find the right financial solutions. Whether you're looking for a long-term career in customer service or aiming to grow into leadership roles, Tower Loan provides the tools, training, and opportunities to help you succeed.
This full-time position has competitive pay, performance-based incentives, and excellent benefits. If you thrive in a fast-paced, people-focused environment, this is the perfect opportunity for you!
In the Role
Cultivate strong customer relationships by offering excellent service and promoting relevant financial solutions.
Receive and process payments in customer accounts.
Market to current, former, and potential customers to drive loan production.
Maintain and secure cash drawers and accounting activities, including but not limited to balancing and preparing deposits accurately.
Execute office administrative activities, including checking branch mail, filing, purchasing office supplies, etc.
Process loan applications and collect payments due.
Perform all other duties as assigned.
Required
High School Diploma or GED
Must have a valid driver's license and reliable vehicle
Preferred
Cash Handling, Sales, or Customer Service experience
Location: On-Site
The schedule for this position is Monday through Friday from 8:30 AM to 5:30 PM, with some extended hours during the week as needed, which may include Saturday.
Who We Are
Tower Loan provides you with the opportunity to earn a competitive salary plus performance-based incentives. You can take charge of your future by advancing into leadership roles. With our comprehensive training programs, strong promote-from-within culture, and continuous growth opportunities, your career path is in your hands. Plus, we have a chance every day to make a real impact on the lives of our customers!
Other team member benefits include:
Health and Well-Being Options, including Medical, Dental, Vision, Employee Assistance Program, and Life Insurance
Up to 3% 401(k) Match
Paid Time Off (16 days per year after one full year, cash back for unused time)
Paid Holidays
Annual Raises and Performance Bonuses
Monthly Incentive and Employee Referral Bonuses
Participation in Charitable Campaigns
Tower Loan has been a trusted name in consumer finance for over 80 years. We provide individuals with responsible access to credit to help them achieve their financial goals. We take pride in offering personal loans, home equity loans, and retail financing, helping our customers consolidate debt, cover unexpected expenses, and invest in their futures.
With almost 260 office locations across six states, our dedicated team members build customer relationships and provide personalized financial solutions in person, by phone, and online. We are committed to serving our communities, fostering a culture of growth and development, and creating career opportunities through our strong promote-from-within philosophy.
At Tower Loan, we believe in empowering our customers and employees to help people build brighter futures, which has been at the heart of what we do for decades. Now is the perfect time to grow with us!
Discover more about our company and culture!
Read what our customers are saying about us!
$26k-34k yearly est. Auto-Apply 9d ago
Customer Service Representative
QCHI/Lendnation Open Career
Finance service representative job in Springfield, MO
LendNation is looking for an energetic, positive Full Time Customer ServiceRepresentative to join our team!
will work at Store 0567 located at 1102 S Glenstone Ave Springfield, MO 65804.
LendNation is looking for an energetic, positive Full Time Customer ServiceRepresentative to join our team!
This Customer ServiceRepresentative position is a full-time entry-level position that has great potential for the right person! We are looking for a team player with a mature work ethic, integrity, achieving personality and exceptional customer service skills!
LendNation is looking for an energetic, positive Full Time Customer ServiceRepresentative to join our team!
This Customer ServiceRepresentative position is a full-time entry-level position that has great potential for the right person! We are looking for a team player with a mature work ethic, integrity, achieving personality and exceptional customer service skills!
This Customer ServiceRepresentative position is a full-time entry-level position that has great potential for the right person! We are looking for a team player with a mature work ethic, integrity, achieving personality and exceptional customer service skills!
As a Customer ServiceRepresentative you will:
Complete cash transactions for our customers
Initiate customer loans
Contact customers about past due payments
Work rotating shifts and some Saturdays. You will have Sundays off!
As a Customer ServiceRepresentative you will need to bring:
Excellent customer service skills
Cash Handling experience
Ability to operate computers and standard office equipment preferred
Safe, secure, reliable transportation and a valid driver's license and maintain auto insurance
Ability to work with minimal supervision
Reliable attendance is an essential requirement of the position
Must be at least 18 years of age
Must have proof of eligibility to legally work in the United States
We offer our Customer ServiceRepresentatives:
Monthly bonus program
Steady hours, Paid Time Off, Paid Holidays
BENEFITS:
401(k)
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Vision insurance
*Benefits available to full time employees. Each benefit available at varying lengths of employment.
ABOUT THE COMPANY
QCHI (LendNation) is a leading customer-focused provider of convenient financial solutions that meet the immediate needs of mainstream consumers. With more than 30-years of experience, QCHI has grown to become a trusted leader in the Alternative FinancialServices marketplace, primarily providing credit options for consumers under-served by traditional banking institutions. Additionally, they have expanded services to include small businesses.
Operating in the specialty finance industry, QCHI provides services through a network of approximately 230 branches in the United States and online in the U.S. under the brands LendNation and 310-Loan in Canada.
QCHI provides consumers easy and hassle-free access to a variety of short-term loans as well as additional services such as check cashing and bill pay. Knowing that today's customer seeks convenient options and speed, QCH's products and services are focused on providing the financial solutions customers need and appreciate.
The specialty finance consumer loan industry is rapidly evolving as customers search for greater convenience through online transaction capabilities and a broader spectrum of loan products. To meet these customer needs, improvements in technology, product/process development and innovation are critical to gaining market share and competitive scale.
Geographically, QCHI's headquarters is based in Lenexa, Kansas. QCHI has approximately 700 employees across the United States. Learn more about QCHI (aka QC Holdings and LendNation) at our website www.qchi.com/company.
This is a full time entry-level position that has great potential for the right person! We are looking for a team player with a mature work ethic, integrity, achieving personality and exceptional customer service skills!
QCHI / LendNation is an Equal Opportunity Employer
Customer ServiceRepresentative
$27k-35k yearly est. 8d ago
Customer Service Rep
Carsonvalleyhealth
Finance service representative job in Springfield, MO
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as address and telephone number in computerized records
$27k-35k yearly est. 17h ago
Customer Service Rep
TCH Group, LLC 2.9
Finance service representative job in Springfield, MO
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as address and telephone number in computerized records
$27k-35k yearly est. 17h ago
Customer Service Representative (665)
Qik N Ez
Finance service representative job in Springfield, MO
Join the Q Crew at Qik n' EZ-where we provide fast, friendly, and reliable service to our community! As a Customer ServiceRepresentative, you'll play a vital role in creating positive experiences for customers, maintaining store efficiency, and ensuring top-tier service.
Perks & Benefits
$0.10 off per gallon of gas.
10% employee discount on in-store purchases.
Competitive hourly pay with performance-based incentives.
Growth opportunities - advance to leadership roles!
Fun, energetic workplace culture as part of the team.
Flexible scheduling options.
Weekly pay with direct deposit.
Vision & dental insurance options
Accrued Paid Time Off (PTO)
Comprehensive training with a wage increase once completed.
What You'll Do
Deliver outstanding customer service with a friendly and professional attitude.
Operate cash registers, assist with transactions, and process payments efficiently.
Stock shelves and maintain store cleanliness to ensure a great shopping experience.
Support daily store operations by handling inventory and assisting with merchandising.
Respond to customer inquiries and resolve issues promptly and courteously.
What We're Looking For
Previous customer service or retail experience preferred but not required.
Ability to work in a fast-paced environment and multitask effectively.
Strong communication and problem-solving skills to assist customers.
Team-oriented mindset and positive attitude.
Flexible availability, including evenings, weekends, and holidays.
We're hiring friendly, dependable people who take pride in their work - come grow with us!
This job description is not intended to be a comprehensive list of all duties, responsibilities, or qualifications associated with the role. Additional tasks may be assigned as needed.
Qualifications
Qualifications & Physical Requirements:
21 years of age or older.
Reliable and consistent transportation.
Ability to lift up to 50 lbs., including 25 lbs. overhead.
Ability to bend, reach, and stand for long periods.
Ability to pass a background check and drug test.
Comfortable and safe using ladders or step stools.
Able to work in all weather conditions.
Availability to work weekends and holidays as needed.
$27k-35k yearly est. 6d ago
Customer Service Representative
The Wooten Company LLC
Finance service representative job in Springfield, MO
Job Description
Does a job that gives you unlimited opportunities to expand your knowledge and experiences appeal to you? Are you a people person? Do you have a good attitude, work ethic, and attendance? If so, becoming a multifamily leasing agent might be the job for you! If you have the willingness to take on a challenge and learn new things, we are interested in helping you achieve that. We promote from within and have lots of fun along the way! Benefits include health plan, 401(k), life insurance, dental, and PTO.
We are a fun team-oriented company now hiring for a leasing agent. We are the largest property management company in Springfield and have been in business for over 40 years.
This position:
Excellent communication and interpersonal skills.
Strong organizational and task management skills.
Ability to efficiently and successfully complete several tasks on a daily basis.
Proven ability to follow detailed directions and processes.
Proficiency in computer skills, especially in MS Word and Excel.
Ability to learn and comply with industry legal requirements, especially related to federal and local Fair Housing Laws.
Respond effectively to inquiries and current residents
Utilize sales skills to demonstrate market-ready product *Monitor phone and office walk-in traffic at the property via guest cards and logs.
Prepare reports and communicate with Property Manager on daily activity or ideas to promote leasing results.
Prepare lease renewal notices
Perform lease administration.
Set up and maintain lease files.
Perform other job-related duties as required
Benefits:
401k Options
Health Benefits
Dental Insurance
Life Insurance
Paid Time Off
Pay at $15.00 an hour
Bonus Potential
* Leasing or sales experience is a plus, but not required.
$15 hourly 11d ago
Financial Services Representative
Worldacceptance
Finance service representative job in Crane, 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 FinancialServicesRepresentative to guide customers on their financial journey. As a FinancialServicesRepresentative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the FinancialServicesRepresentative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18 - $20
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 FinancialServices 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.
$18-20 hourly Auto-Apply 3d ago
Personal Banker II
Cadence Bank 4.7
Finance service representative job in Springfield, MO
What The Role Is As a Personal Banker you will provide the best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. This position requires travel to branches as needed within the market.
How You Will Make An Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
Education
* High school diploma required; college coursework preferred.
Experience
* Previous banking or demonstrated sales experience in business, retail or other industries preferred.
* 2 + years of cash handling experience in a banking or retail environment preferred.
Characteristics
* Regular and reliable attendance.
* Works cooperatively with others.
This position does NOT require S.A.F.E. registration at the time of employment.
If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$34k-40k yearly est. 4d ago
Associate Relationship Banker - Farmer's Park
Guaranty Bank 4.6
Finance service representative job in Springfield, MO
Full-time Description
TITLE: Associate Relationship Banker
DEPARTMENT: Retail Banking
The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
ESSENTIAL FUNCTIONS:
Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
Answer questions, address service challenges, and provide resolutions.
Maintain a system of orderly follow-up by mail and phone to onboard new clients.
Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
Accept and process loan and other types of payments and issues receipts.
Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
Follow security procedures consistently and protect client confidentiality.
Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
High school diploma or equivalent required
One-year experience in banking, client service, or related field with cash handling experience.
Capability to perform lending, sales, or account management.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
Duties performed in a professional office environment.
Availability to work Saturdays.
Requires travel to other bank locations or client sites.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$30k-34k yearly est. 7d ago
Financial Aid Specialist
OTC 4.5
Finance service representative job in Springfield, MO
JOB TITLE: FINANCIAL AID SPECIALIST DEPARTMENT: FINANCIAL AID
SALARY RANGE: $43,888 FLSA: NON-EXEMPT
IMMEDIATE SUPERVISOR: Director of Financial Aid Processing
SCHEDULE DETAILS: Full-time/12-month position/PEERS/Office hours are 7:30 a.m. - 5:30 p.m., Monday through Thursday, and 8:00 a.m. - 4:30 p.m. on Friday. Flexibility to work any shift within these hours is required. Occasional evening and weekend work may be required.
Position Summary
This position plays a key role in supporting the operation and compliance of the financial aid office with responsibility for understanding and maintaining an extensive knowledge of financial aid programs, processes, requirements, and policies. The Financial Aid Specialist is responsible for processing financial aid files and related documentation with a high level of accuracy and efficiency to meet departmental objectives. Duties include preparing, reviewing, maintaining, and transmitting records, forms, documents, correspondence, and reports. A Financial Aid Specialist must also answer financial aid questions and resolve issues via email, chat, phone or in person providing quality customer service, professional and articulate correspondence, and accurate guidance based on federal and state regulations and college policies.
Essential Job Duties
Maintain a working knowledge of federal, state and institutional financial aid programs and supporting regulations and translate regulations into logical processes.
Apply problem solving skills to identify and request the appropriate documentation needed to fulfill all financial aid application and aid program requirements.
Serve as the subject matter expert in basic principles of student eligibility, application, verification, and professional judgment as prescribed by federal and state regulations and institutional policies which administer those regulations.
Track receipt of required documents, analyze the accuracy of the information, note inconsistencies in reported information, and process corrections to student application data.
Monitor and process records in work queues including verification, professional judgement, and satisfactory academic progress to ensure timely and accurate completion.
Partner with student success team members to facilitate aid processing to assist students with financial aid concerns and disseminate information to student success by attending meetings and providing updates regarding changes in regulations and organizational policies.
Provide specialized support for elevated student inquiries from College Navigators, Admissions Counselors, and Student Success Representatives, ensuring timely and accurate responses to complex financial aid questions and concerns.
Facilitate communication with various agencies by using software and database systems to create, modify, extract, transmit, receive, and maintain financial aid records.
Participate in training and professional development opportunities to provide continuing education in financial aid administration.
Contribute to student satisfaction through delivery of quality customer service in all aspects of the administration of financial aid.
Participate in the development of institutional financial aid policies and processes that will positively impact efficiency and quality of service provided.
Execute assigned responsibilities, duties, and tasks according to established college policies, procedures, and standards in a safe manner and with minimal supervision working independently to identify problems and recommend solutions.
Perform other duties as directed, including internal and external committee assignments, and attendance at college, community, and professional events.
Required Knowledge, Skills & Abilities
Associate degree from a regionally accredited institution of higher learning and two (2) years of student affairs experience, or a bachelor's degree from a regionally accredited institution of higher learning.
Excellent organizational skills with the ability to work in a multi-tasked high-volume office and meet deadlines.
Accuracy and attention to detail.
Ability to work effectively in teams as well as independently.
Strong oral and written communication skills.
Ability to use information technology for professional productivity (such as Microsoft Office Suite).
Microsoft Excel intermediate proficiency level.
Ability to maintain confidentiality.
Preferred Knowledge Skills & Abilities
One year of experience in student financial aid programs, including knowledge of state and federal regulations on student financial aid administration.
Three years of experience and skill in customer service.
Experience and skill in public speaking.
Experience with Colleague.
Experience working within a collegiate setting.
Working at Ozarks Technical Community College Provides Great Benefits
Medical insurance coverage for employees through the CoxHealth network at no cost to employees.
Dental, LTD and group life insurance coverage for employees at no cost to employees.
Access to the on-site OTC Health and Wellness Clinic at no cost for employees and their dependents.
Use of the OTC fitness center at no cost to employees.
Twelve (12) tuition free college credit hours per fall and/or spring semester and six (6) college credit hours per summer term for employees and/or their dependents.
College matches the employee PSRS/PEERS retirement at 14.5% or 6.86%
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger/touch, handle, or feel; and talk or hear. The employee must be able to move around and about their area, and operate a computer as needed. Specific vision abilities required by this job include close vision.
***OZARKS TECHNICAL COMMUNITY COLLEGE RESERVES THE RIGHT TO MODIFY, INTERPRET, OR APPLY THIS IN ANY WAY THE INSTITUTION DESIRES. THIS IN NO WAY IMPLIES THAT THESE ARE THE ONLY DUTIES, INCLUDING ESSENTIAL DUTIES, TO BE PERFORMED BY THE EMPLOYEE OCCUPYING THIS POSITION.
THIS JOB DESCRIPTION IS NOT AN EMPLOYMENT CONTRACT, IMPLIED OR OTHERWISE. THE EMPLOYMENT RELATIONSHIP REMAINS āAT-WILL.ā
THE AFOREMENTIONED JOB REQUIREMENTS ARE SUBJECT TO CHANGE TO REASONABLY ACCOMMODATE QUALIFIED DISABLED INDIVIDUALS.
$43.9k yearly 60d+ ago
Personal Banker
Mid-Missouri Bank 3.9
Finance service representative job in Springfield, MO
Personal Bankers are universal bankers who assist with all needs of retail customers. Personal Bankers are expected to provide an extraordinary customer experience through a relationship driven, consultive sales approach.
Represent MMB in a courteous and professional manner, provide an extraordinary customer experience through a relationship driven, consultive sales approach.
Knowledge of MMB's products and services and ability to recommend and train/educate customers on solutions that fit their need.
Focus on and meet individual and team goals, including training, sales, and customer relationship initiatives
Comply with all Bank policies/procedures and all applicable federal and state laws and regulations
Perform relationship, sales, product, educating, service initiating tasks, such as:
Deposit account opening
Online Banking / Mobile Banking setup & training
Cash Management setup & training
Production of Debit Cards and ordering customer checks
Credit Card processing
Safe Deposit Boxes
Referrals for loans, insurance, trust, and merchant services
Ensuring document imaging is accurate and up-to-date
Assist Customers with transaction based requests, such as:
Receives checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit
Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices
Process savings withdrawals
Cash checks: verify endorsement, receive proper identification, and ensure validity
Issue cashier's checks: verify identity, ensure funds are collected, and check OFAC
Process wire requests: verify identity, ensure funds are collected and follow outlined procedures and policies
Identify counterfeit currency
Accept loan payments: verify payment amount and issue receipts
Process cash advances, redeem U.S. Savings bonds
Maintain appropriate Currency Transaction Reports
Balance and maintain cash drawer, buy and sell currency from the vault as necessary, ensuring that drawer cash limits are not exceeded
Process safe deposit box payments
Assist Customers with routine account-related requests/inquiries such as:
Funds (manual and automatic) transfers
Stop payments
Inquiries about bank deposit products and service charges
Inquiries about ATM and Debit Card usage and limits
Inquiries about checking and savings account transactions
Inquiries about funds availability and account balances
Inquiries and troubleshooting for Online Banking, Cash Management, and Mobile Banking services
Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary
Research customer questions regarding electronic funds transfers and initiate āReg Eā disputes when appropriate, including the completion of all necessary documents and affidavits
Perform customer requested research, including printing statement and check copies
Comply with security procedures established to ensure safety for employees and customers, to safeguard cash supplies, to protect the privacy of customer account information, as well as, follow fraud prevention guidelines established to protect the Bank from unnecessary losses
Other duties as assigned
Qualifications
Maintain friendliness and professionalism through the proper use of tact & diplomacy when dealing with customers at all times
Display a positive attitude and enjoy working with the public
Strong verbal communication skills
Strong mathematical skills along with accuracy
Detail oriented
Possess a great sense of organization, priority and time management
Ability to work well under pressure
Ability to identify, research and problem solve on a critical level and think on your feet
Ability to be flexible and to multi-task on a regular basis
Ability to work in a fast paced environment
Strong knowledge of bank deposit products/services & regulations
Strong technology skills and knowledge
$33k-39k yearly est. 6d ago
Relationship Banker - Springfield Glenstone Marketplace Branch - Springfield, MO
JPMC
Finance service representative job in Springfield, MO
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financialservices sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$31k-39k yearly est. Auto-Apply 60d+ ago
Associate Relationship Banker - Farmer's Park
QCR Holdings 4.1
Finance service representative job in Springfield, MO
TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
ESSENTIAL FUNCTIONS:
* Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
* Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
* Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
* Answer questions, address service challenges, and provide resolutions.
* Maintain a system of orderly follow-up by mail and phone to onboard new clients.
* Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
* Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
* Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
* Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
* Accept and process loan and other types of payments and issues receipts.
* Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
* Follow security procedures consistently and protect client confidentiality.
* Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
* High school diploma or equivalent required
* One-year experience in banking, client service, or related field with cash handling experience.
* Capability to perform lending, sales, or account management.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
* Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
* Duties performed in a professional office environment.
* Availability to work Saturdays.
* Requires travel to other bank locations or client sites.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$32k-37k yearly est. 8d ago
Personal Banker
Dickinson Financial Corporation 4.4
Finance service representative job in Springfield, MO
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
Responsibilities
Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financialservices with the goal of earning 100% of the client's business.
Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
Works closely with clients and business partners to refer products and services to other business lines.
Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately 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.
When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
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; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
Protect all client and bank information confidentially and follow all company policies.
Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
Working at the worksite during regular business hours and/or assigned hours.
Other specified duties as assigned.
Compensation & Benefits
The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Fullātime associates are eligible for our benefits package:
Medical
Dental
Vision
401(k) plan
Company paid life insurance
Short and Long-term disability insurance
Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
$32k-38k yearly est. 17h ago
Relationship Banker - Central Springfield Financial Center
Bank of America 4.7
Finance service representative job in Springfield, MO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$29k-35k yearly est. Auto-Apply 26d ago
A/R Student Financial Services Advisor
Drury University 3.9
Finance service representative job in Springfield, MO
Generates and processes statements, works with several governmental agencies, coordinates collection efforts. Primary contact for all Drury GO students. Explains charges, financial aid, loans and the impact on billing to students.
Explains/administers Nelnet payment plans. Reviews and mails/emails statements to students. Calculates refunds for Drury GO students. Coordinates with local campuses to assist remote students with financial questions and issues.
Collects tuition and other payments from students, parents, and University departments. Enters, edits, and posts monies collected. Prepares daily bank deposit.
Duties/Responsibilities:
This job description is not to be construed as an exhaustive statement of duties or responsibility requirements. Employees may be required to perform other job-related instructions as requested by the supervisor, subject to reasonable accommodation.
Uses communication skills, reasoning, and understanding of payment plans, charges, and financial aid in order to explain to students balances due, payment options, and payment amounts. Determines if a student is eligible for bookstore credit. Explains Nelnet payment plans and collects payments due.
Receives monies via mail, bank transmittals, or directly from students/parents in the office. Verifies amount of monies collected at point of receipt. Fills change orders for the CX, Bookstore, OFEC and Athletics. Collects gift monies from the Development office.
Bills multiple government and local agencies for students semester costs.
Issues Petty Cash Reimbursements. Orders and writes petty cash checks, enters information in to a batch, and balances transactions.
Uses queries in Jenzabar to apply flags and late fees to delinquent accounts.
Creates spreadsheets to communicate past due student account information to satellite campuses so that they may facilitate collection efforts locally.
Processes refunds for Drury GO student groups. Verifies hours enrolled, scans data for charges or adjustments for reasonableness.
Generates statements for various Accounts Receivable types. Reviews, corrects, and mail statements. Uploads a digital copy of statement to Perceptive Content Imaging Software.
Creates records of all correspondence connected to past due balances. Prepares and sends unpaid accounts to a professional collection agency. Calculates interest and collection cost. Serves as a Point of Contact for Drury.
Reviews Drury GO accounts for accuracy, by coordinating with the Registrar's Office, Financial Aid, Drury GO local campus advisors, and Bookstore. Maintains electronic student files of correspondence, statements, and contracts by student.
Reviews and processes change of status, and other billing adjustments submitted by Registrar and other departments.
Imports bookstore charges
Enters and edits journal entries verifying that entries have two approval signatures.
Pull data for various State and Federal report concerning VA and third party payments.
Performs other duties as assigned.
Required Skills/Abilities:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. All job requirements listed indicate the minimum knowledge, skills, and/or ability deemed necessary to perform the job proficiently. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Possess a two-year degree in related field and two years of related experience; or equivalent combination of education and experience.
Ability to accurately type data.
Ability to communicate on the phone, in person and in writing.
Ability to interpret complex rules for applying college and federal regulations regarding payment policies, financial aid guidelines, billing regulations, refund policies, calculation of payment plan amounts, and student refunds.
Ability to exercise discretion for maintaining confidentiality of student's financial status.
Ability to maintain meticulous files in order to pass financial audit reviews, and prove compliance with collection procedures on student accounts, prior to initiation of registration or diploma holds, or impact credit status.
Attention to detail for consistency in billing and accuracy of information.
Excellent communication skills, including good grammar, in order to communicate complex data, enforce policies and maintain goodwill by phone, in person, or in written matter with students/parents.
Ability to use software (i.e., Jenzabar), to update student accounts, enter batches, and journal entries.
Ability to use calculator to determine payment plan amounts, payment amounts, and account balances.
Ability to use a copy machine to duplicate information for college records.
Ability to use personal computer and software (i.e., Microsoft Office software, specifically Word and Excel) to generate collection letters, registration hold notices, and reports.
Excellent math skills are necessary in order to computer interest, add, subtract and so forth to calculate contract amounts, payment amounts, total college costs, financial revisions, refunds, and balance accounts receivable.
Ability to use a laser printer for printing letters, statements, edit reports, and other misc. reports.
Ability to create specs and queries on computer software for utilization in collection procedures, communication to students, and administration.
Ability to proofread and audit information to ensure accuracy of data collected and distributed.
Ability to work with computer programs to revise complex program data related to billing rates each year.
Education and Experience:
Possess a two-year degree in related field and two years of related experience; or equivalent combination of education and experience.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. The noise level in the work environment is usually quiet.
WORKING AT DU HAS ITS BENEFITS:
Generous time off including 4+ weeks of paid time off starting your first year
Free tuition for your whole family
Free tickets to Drury home sporting events
Health and wellness benefits at extremely competitive rates
Free use of onsite fitness center on Springfield campus
Discounted meals and Drury merchandise on campus
$31k-37k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Ozark, MO?
The average finance service representative in Ozark, MO earns between $28,000 and $56,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Ozark, MO
$39,000
What are the biggest employers of Finance Service Representatives in Ozark, MO?
The biggest employers of Finance Service Representatives in Ozark, MO are: