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Entry Level Banking Training Opportunity
Year Up United 3.8
Finance service representative job in Chicago, IL
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Exelon Corporation, Bank of America, United Airlines, or Northwestern University among many other leading organizations in the Chicago area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a BachelorÊ1⁄4s degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Banking
- Customer Success
- Data Analytics
- IT Support
- Project Management
- Business Operations
- Network Security & Support
- Application Development
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:General, Location:Chicago, IL-60608
$34k-39k yearly est. 5d ago
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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Chicago, IL
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
#J-18808-Ljbffr
$114k-215k yearly est. 2d ago
IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Finance service representative job in Chicago, IL
A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation.
#J-18808-Ljbffr
$38k-51k yearly est. 22h ago
Customer Service Representative
North Bridge Staffing Group
Finance service representative job in Chicago, IL
Exciting new Customer ServiceRepresentative opening with a well-established Non-profit Organization located in the River North neighborhood.
Hybrid schedule, 2/3-days a week in office.
Temporary: ASAP - 3 months
$20-$22/hour based on experience
Job description
We are looking for a customer-oriented servicerepresentative. A customer servicerepresentative will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Responsibilities
Make outbound membership renewal calls
Inbound calls
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Skills
Proven customer support experience or experience as a client servicerepresentative
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Schedule
Monday-Friday, 8:30am-5pm
$20-22 hourly 22h ago
Customer Service Representative
Connect Search, LLC 4.1
Finance service representative job in Naperville, IL
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
$30k-37k yearly est. 3d ago
Customer Service Representative
Patient's Choice Medical
Finance service representative job in Rolling Meadows, IL
Patient's Choice, a DME - Durable Medical Equipment company, specializes in wheelchair and mobility products. We are looking for a new member of our team to support our Sales Staff out in the Field. The company was founded in 2007 in Rolling Meadows, IL and is a leader in the Durable Medical Equipment Industry. This is a full-time employment position with great benefit package.
We are looking for someone that has some background and/or aptitude to learn Medicare and Medicaid Policy as it relates to the Home Medical Equipment market. This individual would support the Sales Reps in the field along with Customer Service.
Responsibilities
Full-time Position - comes with full Benefits Package + Incentives
Aptitude to multi task and have a highly self-disciplined work ethic
Must be highly organized, focused, and motivated to work in our "Rolling Meadows " office -working with our own Sales Representatives in their process of working referrals to making the delivery and helping our patients improve their mobility needs.
Due to Medicare / Medicaid Policy changing frequently is critical to stay relevant.
Require individual to be an excellent communicator.
Activities includes phone calls to/from our patients, assist with scheduling deliveries, & support the paperwork workflow.
Work in a collaborative environment where we learn and apply as a team.
Qualifications and Compensation
EXPERIENCE & EDUCATION
Some College Preferred or Experience with Administrative Tasks
COMPENSATION
Salary is commensurate with experience
Medical and Dental - (Full Time)
401K - Company Matching (Full Time)
FSA - Flexible Spending Account (Full Time)
Vacation and Holidays (Full Time)
PC Gains - Profit Sharing
We look forward to meeting serious candidates that have the aptitude to continue to learn. Please submit resume and references if you feel you would be a good match for this position.
Best regards,
Patient's Choice Management
$29k-38k yearly est. 3d ago
Relationship Banker | Downtown Glenview
Busey Bank 4.5
Finance service representative job in Glenview, IL
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.
Duties & Responsibilities
Customer Service & Relationship Building
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Identify customer needs and offer solutions through the bank's products and services.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Resolve customer concerns and issues promptly, ensuring a positive experience.
Sales & Referrals
Promote and cross-sell bank products.
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
Account Management
Open and manage a variety of accounts.
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
Provide assistance with and support for online banking services and digital banking tools.
Loan & Credit Processing
Refer clients with credit needs to the appropriate banker or line of business.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
Compliance & Risk Management
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
Maintain confidentiality of customer information and ensure compliance with privacy regulations.
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
Operational Support
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Education and Training:
Requires a High School diploma.
Requires previous banking and/or sales experience.
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$21/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
#HPBB
$18-21 hourly 2d ago
Client Service/Account Representative
The Chicago Hire Company
Finance service representative job in Chicago, IL
Are you experienced in stellar customer service and have exposure to the automotive industry? Our client provides payment plans for customers purchasing vehicle service contracts from car dealers across the U.S. and Canada. We are looking for someone who will go above and beyond to delight our customers and dealers by empathizing with their unique situations and communicating clearly, both verbally and in writing. This person will effectively and calmly diffuse difficult situations, consistently demonstrate attention to detail, and strive to improve our internal processes. 2-3 years of similar call center/customer support experience (ideally in Automotive or Finance) &
Fluency in French is preferred.
This is a full time, in-office role, Monday through Friday. If you're ready to contribute to a dedicated team and enhance customer experiences, we'd love to hear from you!
RESPONSIBILITIES:
Handle customer calls regarding general inquiries, invoices, payments, and other questions.
Use the company's web system to identify, research, and resolve customer issues.
Promptly process new business and manage one or more administrator accounts.
Collaborate with the team to meet mid-month and end-of-month deadlines.
Establish and maintain strong relationships with administrators and dealers through effective communication.
QUALIFICATIONS:
MUST HAVE: 2-3 years of experience in a call center/customer support position. Automotive/Finance industry preferred (during school or post-grad).
Fluency in speaking and writing French highly preferred
Polished, professional, and motivated
Great organization and written/verbal communication abilities to solve inter-departmental problems.
Patient and self-motivated, can work and explain financial information to customers
$29k-42k yearly est. 4d ago
Call Center Customer Service Representative
Bcforward 4.7
Finance service representative job in Chicago, IL
Role: Customer ServiceRepresentative
Onsite
Pay rate: $21 - 22/h
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Demonstrate consistent good quality and performance results.
Provide consistent service that is customer focused and professional.
Supporting Field Sales agents with insurance product information
SKILLS
• Ability to effectively communicate and build strong partnerships with newer employees.
• Basic computer skills and knowledge of database software.
• Effective problem solving/process improvement skills used to identify and resolve day-to-day operation and employee relation situations that may arise.
• Demonstrated attention to detail, organizational skills, and time management skills.
• Ability to work a flexible schedule to meet the needs of the business and performance requirements.
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
experience in a contact center environment preferred.
Finance service representative job in Hillside, IL
- HVAC Commercial/Industrial Services Sales Representative
Reports To: Sales Manager
Department: Sales
Employment Type: Full-Time
, PLEASE EMAIL RESUME TO: *********************
Position Summary:
We are seeking a results-driven HVAC Commercial/Industrial Services Sales Representative to join our team at Admiral Heating, a union shop. This individual will be responsible for developing new business opportunities, maintaining strong client relationships, and promoting HVAC service solutions tailored to the commercial and industrial sectors. The ideal candidate has a solid understanding of HVAC mechanical systems, a strong network in the market, and the ability to navigate both union shop dynamics and the technical requirements of HVAC services.
Admiral Heating and Ventilating has been delivering high-quality heating and air conditioning solutions to industrial and commercial clients in the greater Chicagoland area for over 70 years. Our comprehensive services include equipment repair and replacement, design building, 24/7 emergency response, and customized preventive maintenance programs, all aimed at ensuring optimal performance and efficiency of HVAC systems.
IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO: *********************
Key Responsibilities:
Develop and execute sales strategies to grow service and preventative maintenance agreement business in the commercial and industrial HVAC markets.
Identify and pursue new PMA (preventative maintenance agreement) opportunities with facility managers, building owners, general contractors, and property management firms.
Conduct site assessments to understand customer needs and recommend appropriate HVAC service solutions.
Prepare and present proposals, quotes, and presentations to clients.
Maintain accurate records of all sales activities and customer interactions in CRM software or other tools as assigned.
Collaborate with operations, marketing, service technicians, and project managers to ensure smooth transition from sales to service delivery.
Stay up to date with industry trends, code changes, and union labor practices.
Attend trade shows, networking events, and industry association meetings to build brand awareness and generate leads.
Qualifications:
Proven success in HVAC or mechanical services sales (5+ years preferred).
Familiarity with union shop environments and related labor agreements.
Strong understanding of commercial/industrial mechanical systems and service contracts.
Excellent communication, negotiation, and presentation skills.
Ability to work independently and manage multiple sales cycles simultaneously.
Proficiency with CRM tools and Microsoft Office Suite.
Valid driver's license and reliable transportation.
Preferred Qualifications:
Degree in Mechanical Engineering, Business, or related field.
Experience working with unionized service teams.
Existing network of industry contacts in the territory.
Compensation and Benefits:
Competitive base salary of $60k-80k plus commission
Comprehensive health benefits (health, dental, vision)
Expenses for vehicle, phone, and business development
Paid time off and holidays
401K
Profit sharing
Professional development opportunities
Physical Demands and Working Environment:
The conditions herein 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 job functions.
Environment: Work is performed primarily in a standard office environment.
Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to travel to other locations using various modes of private and commercial transportation; and to verbally communicate to exchange information.
Vision: See in the normal visual range with or without correction.
Hearing: Hear in the normal audio range with or without correction.
This does not list all the duties of the job. You may be asked by managers to perform other instructions and duties. This job description may be revised from time to time and does not constitute a contract for employment.
IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO: *********************
Salary and Benefits:
Base Salary of $60,000-$80,000
Unlimited Commission
Fidelity 401k Plan with all fees paid by Admiral
401k Safe Harbor Match of 4%
BCBS PPO and HMO Health Insurance Options (Admiral pays 75%)
Dental and Vision Plans (Admiral pays 75%)
Tuition Reimbursement
Generous PTO Policy
Paid Holiday's
100% Admiral paid Long and Short Term and Short
$20,000 Admiral Paid Life Insurance
Flexible Spending and Dependent Care Accounts
Employee Assistance Plan
CTA and Parking Reimbursement
Employee events throughout the year
$60k-80k yearly 4d ago
Customer Service Representative
Teksystems 4.4
Finance service representative job in Schaumburg, IL
For the CSS reqs in Georgia - They work for and are assigned a top tier client, a customer that pays for a high service level. They are the support part of the account team. This rep will handle EVERYTHING, they will handle email and phones (fleet, drivers, internal and external stake holders). They also aren't expected to get off the phone in 30 seconds - you need to cater to the customer and take care of them. They must be resourceful, creative thinking, and problem solving. Their professionalism and how they show up is super important.
-This opening is on the Customer Support team, they support the account managers who manage the fleet
-Assist with ordering vehicles, assist with anything customer service related
-For example, "my vehicle has been impounded". It's this customer service reps job to help the drivers and educate them on the service that they need in the future
-Answer a high volume of customer emails and cases, Must be able to think outside of the box and problem solve
-Must be comfortable making a few outbound calls, Follow up with customers on inquiries and insure all data is accurately notated into the system
-Multi-task and type customer information into the system in real time
-Utilize internal issue tracking system - CARE - to follow through on customer inquiries and issues
-Utilizing systems to create vehicle selectors, process billing changes, generate reports, insurance card distribution and driver data changes.
-Contacting drivers by e-mail to gather missing information
-Utilize the v-lookup function within Excel to efficiently sort through data
*Skills*
customer service, data entry, customer resolution, email, customer service skills, microsoft office, microsoft outlook, excel data entry, excel database, salesforce crm
*Top Skills Details*
customer service, data entry, customer resolution,email,customer service skills,microsoft office,microsoft outlook,excel data entry,excel database,salesforce crm
*Additional Skills & Qualifications*
MUST HAVE:
-2+ years of customer service experience (Office)
-Strong written and email communication
-Face to face interaction with customers and professionalism is very important (Must be able to meet with customers via TEAMS video)
-Proficiency in the English language and ability to relay communications with properly formed (grammatically) sentences
-Strong computer savvy skills (Will work in multiple databases and monitors)
-Proficient with computers and MS office suite, including Outlook, Word and Excel (Basic data entry, copy and paste)
-Achieved a HS Diploma
- Excel (format and basic pivot tables)
-Typing test - 40 wpm
-Salesforce experience
*Experience Level*
Intermediate Level
*Job Type & Location*This is a Contract position based out of Schaumburg, IL.
*Pay and Benefits*The pay range for this position is $20.00 - $20.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Schaumburg,IL.
*Application Deadline*This position is anticipated to close on Jan 19, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$20-20 hourly 6d ago
Oncology Sales Representative - Chicago/Milwaukee
Eversana 4.5
Finance service representative job in Chicago, IL
At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to the market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us!
Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.
Job Description
We are hiring an Oncology Sale Representative to support the launch of a newly approved targeted therapy for lung cancer! The Oncology Sales Representative will be responsible for selling a newly approved oncology product to oncology practices in an assigned geographic territory. Our representative will be providing value by engaging Oncologists, Oncology Nurses, office staff and pharmacists in face-to-face discussions.
The Oncology Sales Representatives will develop and maintain relationships with Health Care Providers by educating about our client's oncology product and its approved indications as well as the support services offered by our client for cancer patients.
Oncology Sales Representatives are expected to possess a high knowledge level of the product, disease state, the customers and territory.
Essential Duties And Responsibilities
Create, build, and maintain relationships and regular communication with physicians and key thought leaders in the US.
Utilize the customer relationship management system to keep call records including account planning.
Ensure a high level of expertise and customer service is delivered to all customers.
Responsible for collaborating effectively and mobilizing all appropriate resources.
Communication Skills: Good communication skills providing the product scientific information to healthcare professionals, oncologists, and other key stakeholders.
Adaptability to Oncology Advances: Complete training to understand the disease state and positioning of our client's product.
Travel to Medical Offices and Hospitals (80%) some overnight travel may be necessary
Hours (40 Hours per week potentially including weekend medical meetings)
Qualifications
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.
BA/BS from an accredited college or university required - focus in business, life science, or clinical degree preferred
Minimum of 3 years of previous pharmaceutical, medical device, and medical sales experience with at least 1 year in oncology experience with an understanding of the integrated oncology network.
Consistent track record of quantifiable/documented sales accomplishments is preferred
Demonstrated ability to plan, analyze and act upon sales data within an assigned geography
Solid and persuasive business communication with physicians and providers
Ability to work independently and exercise good business judgment and discretion and to analyze and address territory opportunities
Familiarity with a Sales Force Automation (SFA) application is preferred
Computer Skills: proficiency in business software such as Microsoft Outlook, Word, Excel and PowerPoint
Ability to travel approximately 30% as needed to cover territory- up to 2 hour radius from headquarter city - some overnight travel may be required.
Clinical Knowledge: Ability to complete a clinical product sell
Established Relationships: A proven track record in territory.
Technology/Equipment: Strong knowledge of VEEVA systems.
Additional Information
OUR CULTURAL BELIEFS
Patient Minded - I act with the patient's best interest in mind.
Client Delight - I own every client experience and its impact on results.
Take Action - I am empowered and hold myself accountable.
Grow Talent - I own my development and invest in the development of others.
Win Together - I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters - I speak up to create transparent, thoughtful and timely dialogue.
Embrace Diversity - I create an environment of awareness and respect.
Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.
EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA's benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA's inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one's identity. All of our employees' points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at *****************************.
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$50k-88k yearly est. 4d ago
SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Chicago, IL
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 financialservices 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.
$41k-70k yearly est. 2d ago
Banker
Associated Bank-Corp 4.6
Finance service representative job in Glenview, IL
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of customer-facing sales and/or service experience
Preferred
Experience in banking, financialservices, or retail sales
Why You'll Love Working Here
At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 2d ago
Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Chicago, IL
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$73k-134k yearly est. Easy Apply 60d+ ago
Sales Representative (Central Region)
MacMillan Learning
Finance service representative job in Chicago, IL
At Macmillan Learning, we're committed to driving innovation that transforms education. We seek team members who thrive on pushing boundaries, envisioning future possibilities, and building solutions that make a lasting impact. Whether you're a Pioneer shaping bold new ideas, a Builder turning possibilities into reality, or a Stabilizer optimizing for success, you'll play a vital role in advancing our mission. If you're excited by the prospect of testing new technologies, implementing transformative strategies, and thriving in a fast-paced, innovative environment, we'd love to hear from you!
The primary focus is to sell all Macmillan Learning solutions across assigned accounts, with a focus on growth and winning new business. The objectives of the sales calls are to promote Macmillan Learning products for any/all courses in which Macmillan products might be appropriate at each campus. The use of on-site campus meetings, faculty and committee presentations, phone discussions, virtual demonstrations, E-mail, and the distribution of sales collateral are all methodologies that the Field Sales Representative will utilize to connect with potential Macmillan Learning clients. This position is based in the Chicago, IL territory. It is expected that the incumbent will live within the Chicago, IL area.
We know that talented candidates sometimes hesitate to apply when they don't meet every single qualification listed. We encourage you to apply if you're excited about this role and believe you can contribute meaningfully to our team, even if your background doesn't align perfectly with every requirement. We're looking for people who are passionate about our mission and can bring valuable perspectives to our work. Different experiences, skills, and approaches all have the potential to strengthen what we do. If this opportunity interests you, we'd love to hear how your unique background and abilities could contribute to our team's success. We're committed to building a workplace where everyone can do their best work and where diverse viewpoints are valued. We encourage all qualified candidates to apply - we're excited to learn about the different ways you might add value to our organization.
Major responsibilities include, but are not limited to:
Sales Calls and On-Campus Activities
Preplanning a daily schedule of sales calls for each day on campus
Conducting interviews following all sales training parameters established by the immediate supervisor
Delivering appropriate sales materials on a timely basis (including complimentary books, marketing brochures, letters, software demos) as sales enhancements
Accomplishing required/requested servicing activities (including campus bookstores) for each of assigned accounts promptly
Actively and accurately manage company CRM tool. This includes, but is not limited to all customer information, contacts, sales opportunities, and pipelines
Reporting/Communication
Weekly telephone calls to and with assigned sales manager.
Submission of required sales tracking, sampling, etc. Daily sampling and salesforce.com reporting
Submission of manuscript as requested/required by appropriate personnel
Submission of travel and entertainment expense reports on a timely basis
Ongoing reviews of new product (marketing) information by email
Provide feedback on market trends, market reaction to our books as well as competitors
Organizational Planning
Preplanning visits to each campus and for each day on that campus.
Planning quarters/semester travel itineraries which increase sales production within the assigned territories
Organizing a home office in such a manner as to enhance their accessibility to customers
Organizing Company car in such a manner as to increase effectiveness both on campus and when they are away from their home office
Attend and take an active participation in professional conferences as well as sales meetings
Budget Management
Effective and timely allocation of sampling budgets (Sampling is the activity through which sales representatives select and deliver examination copies of books and media products).
Effective use of travel and entertainment budgets to increase productivity throughout a sales territory and the sales year
Monitor operational expenses within your territory
Required Qualifications:
Bachelor's Degree
Direct sales experience; publishing experience preferred but not required
Ability to work independently as well as part of a sales team
Excellent communication skills and the ability to thrive in a self-starting environment
A knowledge of and/or an interest in working in an academic environment
Proficiency with computers and basic applications software
Valid driver's license
Ability to travel, including willingness to work more than 40 hours per week when necessary (typically during fall and spring selling seasons)
Preferred Qualifications:
Skilled in utilizing CRM platforms, virtual meeting tools, and digital resources to analyze data, track performance, and deliver engaging sales presentations
Demonstrates autonomy in identifying opportunities, taking initiative, and driving outcomes, even in ambiguous or high-pressure situations
A strong interest in leveraging new technologies and tools to enhance client interactions, presentations, and CRM utilization.
Salary Range: $60,000 - $75,000/year
Exemption Status: Exempt
Physical Requirements:
Requires periods of close concentration, must be able to multi-task, must be able to walk up to 3 miles a day on campus, must be able to sit/stand for long periods at conventions, must be able to concentrate in noisy/busy environment, and must be able to travel, including ability to drive for periods from 2 to 5 hours, depending upon the territory involved. A valid driver's license is required with daily travel within territory and frequent over-night trips (currently 20% but subject to change). Attendance at national sales meetings and regional meetings is required (5 or more days). During the fall and spring selling seasons it is necessary to work more than 40 hours per week. During these seasons it is necessary to spend all day on campus and then complete paperwork, sampling, and expense reports in the evening.
This position is based in the Chicago, IL territory. It is expected that the incumbent will live within the Chicago, IL area.
Benefits
Regular full-time and qualifying part-time employees and their dependents are eligible for Macmillan benefits, effective on the employee's date of hire. Macmillan also offers health benefits coverage to qualifying same-sex and opposite-sex domestic partners (may require additional documentation) of active employees.
Competitive pay and bonus plan
Car Allowance
Generous Health Benefits (Medical, Dental, Vision)
Contributions to your 401k retirement account through Fidelity
Generous paid time off, sick time, floating holidays, and paid holidays (Spring Reset Day , Juneteenth, Indigenous People's Day, Election Day, and more!)
Employee Assistance Program, Education Assistance Program
100% employer-paid life and AD&D insurance
And much more!
Macmillan Learning is a privately-held, family-owned company that inspires what's possible for every learner. We envision a world in which every learner succeeds. Through our content, tools and services, we aim to make that a reality. To learn more, please visit macmillanlearning.com, join our Macmillan Community, stay connected to our Learning Stories blogs, or see us on LinkedIn, Facebook, or X. Macmillan Learning is a division of the Holtzbrinck Publishing Group, a global media company headquartered in Stuttgart, Germany.
At Macmillan Learning, we believe diverse perspectives and backgrounds enrich our mission to improve lives through learning. We actively seek candidates who reflect a wide range of identities, experiences, and communities. We are an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, ethnicity, national origin, sex, sexual orientation, gender, gender identity or expression, disability status, physical ability, neurodiversity, genetic information, protected veteran status, family and economic status and background, geographical status and background, or any other characteristic protected by federal, state, or local law. You can read more about our Diversity, Equity, & Inclusion initiatives here.
The successful candidate for this position will be an employee of Bedford, Freeman & Worth Publishing Group, LLC d/b/a Macmillan Learning. Bedford Freeman & Worth Publishing Group, LLC has developed an affirmative action program in compliance with the NY Department of Education's guidance. Portions of the affirmative action program are available for review by applicants and employees by contacting Human Resources at Macmillan Learning.
Equal Opportunity Employer
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.
$60k-75k yearly 2d ago
Construction Sales Reprsentative
Home Genius Exteriors
Finance service representative job in Palatine, IL
Unlock Your Sales Potential with Home Genius Exteriors!
Ditch the cold calls and step into a full-time, high-opportunity W-2 sales role where 90% of the work is done for you before you ever meet the customer.
Become a part of the team and launch our newest market. We're looking for driven professionals ready to grow into leadership roles. Home Genius Exteriors grew from $2.7M in sales our first year to over $292M in six short years!
In this role, we're looking for closers.
What You'll Do:
Meet with 2-3 pre-qualified customers daily
Deliver engaging, in home sales presentations
Grow fast through elite training & mentorship (we only promote from within)
Enjoy a supportive, team-first environment
What You'll Get:
$100,000-$300,000+ per year with a 70% advance up front & no cap on commissions
Weekly pay every Friday
Monthly bonuses + performance rewards (trips, electronics, events)
Health, dental & vision insurance (after 30 days)
Paid training, flexible schedule, gas/toll reimbursement
Local Appointments based on where you live
If You Are:
A confident communicator and natural relationship-builder
Driven to succeed and grow
Experienced in sales (with the track record to prove it)
Ready to level up your sales career?
Apply now to join THE fastest-growing company in the industry.
$40k-72k yearly est. 10d ago
Relationship Banker
Old National Bank 4.4
Finance service representative job in Lansing, IL
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18782 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Need help finding the right job?
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 2d ago
Customer Service Representative
Teksystems 4.4
Finance service representative job in Schaumburg, IL
*About the Role* We are seeking a *Customer ServiceRepresentative* to join a high-performing team supporting a top-tier client. This role is critical in delivering exceptional service and handling a wide range of customer needs. You will be the go-to resource for drivers, fleet managers, and internal stakeholders, ensuring issues are resolved promptly and professionally.
*Key Responsibilities*
* Serve as the primary point of contact for customer inquiries via email and phone.
* Assist with vehicle ordering and other customer service-related tasks.
* Handle complex situations (e.g., impounded vehicles) with problem-solving and empathy.
* Manage a high volume of emails and cases; ensure accurate documentation in internal systems.
* Make outbound calls for follow-ups and gather missing information.
* Utilize internal systems (CARE) for issue tracking and resolution.
* Perform data entry in real time while multitasking across multiple screens.
* Use Excel functions (including VLOOKUP) for data sorting and reporting.
* Support processes such as billing changes, insurance card distribution, and driver data updates.
*Required Skills & Qualifications*
* *2+ years of office-based customer service experience*
* Strong written and verbal communication skills
* Professional demeanor for video meetings (via Teams)
* Proficiency in MS Office Suite (Outlook, Word, Excel - including basic pivot tables)
* Ability to type at least *40 WPM*
* Experience with Salesforce preferred
* High school diploma required
*Additional Information*
* *Hours:* Monday-Friday, 9:00 AM-6:00 PM
* 1-hour unpaid lunch
* Two 15-minute breaks
* *Environment:* Business casual, brand-new office with amenities (ping pong tables, golf simulator, gym membership with classes and sauna)
*Why Join?*
* Opportunity to work with a stable, growing organization
* Potential for contract extension or permanent hire
* Overtime available for those interested
* Collaborative and supportive team environment
*Job Type & Location*This is a Contract position based out of Schaumburg, IL.
*Pay and Benefits*The pay range for this position is $20.00 - $20.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Schaumburg,IL.
*Application Deadline*This position is anticipated to close on Jan 19, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$20-20 hourly 6d ago
Commercial Banking Specialist II
Old National Bank 4.4
Finance service representative job in Hickory Hills, IL
Category/Function Lending/Commercial/Consumer/Credit Type Regular Full-Time Requisition ID 2025-18884 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
High level of service to RMs and external clients.
Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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$17 hourly 4d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Plainfield, IL?
The average finance service representative in Plainfield, IL earns between $24,000 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 Plainfield, IL
$37,000
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