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SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Kansas City, MO
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.
$35k-54k yearly est. 1d ago
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Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Kansas City, KS
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ādark' and ālit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structure
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-117k yearly est. Easy Apply 60d+ ago
Sales Representative
The Standard Marketing
Finance service representative job in Kansas City, MO
The AT&T B2B Account Manager is responsible for managing and nurturing relationships with prospective customers, ensuring their needs are met, and driving the growth of business opportunities. This role focuses on providing exceptional service to new and existing customers while identifying opportunities for upselling, cross-selling, and new business. The ideal candidate will possess strong communication, problem-solving, and relationship-building skills and be adept at managing multiple accounts simultaneously.
*Key Responsibilities:*
* Serve as the main point of contact for the assigned B2B territory.
* Understand customers' needs, objectives, and pain points to offer tailored solutions.
* Proactively manage and address customer concerns to ensure high levels of satisfaction.
* Identify opportunities to expand existing customer accounts through upselling and cross-selling of products/services.
* Monitor client satisfaction and address any issues promptly to foster loyalty and retention.
* Work closely with the sales team to support new business acquisition and expand the client base.
* Prepare and present proposals, pricing, and presentations to customers.
* Coordinate with internal teams to ensure the successful delivery of products and services to clients.
* Provide regular reports on account status, opportunities, challenges, and growth initiatives to management.
* Maintain accurate records of all client interactions, contract details, and communications in CRM systems.
* Collaborate with internal teams, including marketing, product development, and customer support, to ensure clients' needs are met.
* Share client feedback with relevant teams to help improve products and services.
*Qualifications:*
* Bachelor's degree in Business, Marketing, or a related field (preferred).
* Some experience in B2B account management or sales is a plus.
* Excellent communication, negotiation, and interpersonal skills.
* Ability to build and maintain relationships with clients at all levels.
* Strong organizational and project management abilities.
* Proficient in CRM software (Salesforce, HubSpot, etc.) and MS Office Suite.
* Experience in [industry-specific knowledge, if applicable] is a plus.
*Personal Attributes:*
* Client-focused with a commitment to delivering exceptional service.
* Results-driven with a strong ability to meet and exceed sales targets.
* Highly organized with attention to detail.
* Strong problem-solving skills and the ability to think strategically.
* Adaptable to changing business environments and client needs.
This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.
$42k-62k yearly 8d ago
Customer Service Representative
Ava 4.5
Finance service representative job in Missouri City, MO
Full job description : Customer ServiceRepresentative
We are seeking a highly organised and motivated Customer ServiceRepresentative to join our team. This role is essential in providing excellent customer service and ensuring smooth office operations. The ideal candidate will be the first point of contact for clients and visitors, demonstrating professionalism and a welcoming demeanor. This position requires strong Customer ServiceRepresentative administrative skills, attention to detail, and the ability to multitask effectively in a fast-paced environment. This position is opened to any person seeking short-term, work at home, part-time or full-time job. The hours are flexible and no previous experience is required. Our paid market survey participants come from all backgrounds and markets including Customer ServiceRepresentative, Data entry clerk, administrative assistant, receptionist, sales assistant...
-If you are seeking a versatile part time work from home work, this is a fantastic position for earning a good side earnings.
DUTIES/RESPONSIBILITIES:
- Compile, sort and verify the accuracy of customer issues & data before it is entered
- Act as an assistant to the HR Manager
- Maintain logs of activities and completed work
- Typing/Data Entry of confidential client and financial data
- Perform other administrative task as assigned
- General work
- Data entry
- Receive calls, texts & emails on my behalf
- Book appointments & Flight reservation
REQUIREMENTS:
- Ability to maintain confidentiality concerning financial information
- Must display a high level of integrity and honesty
- Must be organised and able to prfioritize tasks efficiently and follow through on commitments
- Must be a highly motivated, self-starter who proposes solutions, rather than waiting for others to solve problems
- Must be flexible, adaptable and actively intervene to create and energise positive change
Requirements :
Computer - laptop - tablet or smart phone is required to perform work
Internet connection required. Any connection is fine as long as it is secure
You should be okay working on your own from home without immediate in person supervision (who doesn't want that!)
Read and follow written instructions
Typing is essential - data entry of at least 25 words per minute.
$33k-39k yearly est. Auto-Apply 60d+ ago
Customer Service Representative St Joseph, MO
Alorica 4.1
Finance service representative job in Saint Joseph, MO
Customer ServiceRepresentative
Employment Type: Full-time
Supporting: FinancialServices
About Us
We're the largest minority-owned CX provider, delivering digital-first, people-centered experiences for some of the world's most respected brands. For over 25 years, we've been helping businesses solve their toughest customer experience challenges-and we do it better than anyone else.
As a Top Place to Work, we're serious about creating an environment where people show up as their genuine selves. Which means when you succeed, we all do.
Here's What the Job Really Looks Like
You're a natural problem-solver who's good with people. You know how to listen to what someone's really asking for (not just what they're saying), and you can explain solutions in a way that makes sense. You stay calm under pressure, you're detail-oriented enough to keep information accurate, and you genuinely care about leaving customers better off than when they reached out. If that sounds like you, this role is a great fit.
How You'll Make an Impact
Guide customers through questions, concerns, or challenges they encounter while using the product or service
Listen actively to understand the root of the issue and provide clear, effective solutions
Record detailed call information for auditing, reporting, and follow-up purposes
Maintain and update customer records to ensure accurate and current information
Identify opportunities to introduce customers to new or enhanced services that meet their needs
Provide recommendations and guidance in a way that adds value and enhances the overall customer experience
What'll Set You Up for Success
Required:
High school diploma or GED
6+ months of customer service or sales experience preferred
For Internal Candidates:
Must not be on any corrective action or performance plans
Must have held your current position for 6+ months
Must have relevant industry/program experience
Location Note: We're currently hiring for this position in Tucson, Arizona.
Why Alorica?
Our culture shows up in how we work together, support each other, and show up for our clients. We're bold enough to challenge how things have always been done, committed to delivering results that matter, and passionate about making customer experiences that actually work.
TIDE is our connection group built around real conversations, shared experiences, and genuine belonging. MLBA (Making Lives Better at Alorica) is our employee-led nonprofit where local teams raise funds and support colleagues and communities when it matters most. We don't just talk about culture-we build it, live it, and keep making lives better every day.
What We Offer:
Health, dental, and vision coverage with HSA options
Paid time off
Flexible pay options: daily or weekly pay
401(k) retirement plan
Leadership development programs that really grow your career
Open access courses through Alorica Academy
Paid training and tuition reimbursement
Employee discounts on groceries, travel, insurance, phone plans, health & wellness, pet supplies, and more
Employee assistance program for personal and professional support
Additional voluntary benefits to meet your individual needs
Our Values
Bold - We challenge conventions and take smart risks Relentless - We deliver results, no matter what it takes Connected - We work as One Alorica because we're stronger together True - We show up as our authentic selves, every single day
Ready to Join Us?
If you're looking for a place where your work matters, your voice is heard, and you can build a real career, let's talk.
Apply Today!
Equal Opportunity Employer - Veterans/Disabled
DISCLAIMER: The above information has been designed to indicate the general nature and level of work performed by employees in this classification.
#AloricaJobs #CallCenter #CustomerServiceJobs
$25k-30k yearly est. Auto-Apply 30d ago
Private Banker II
Busey Bank 4.5
Finance service representative job in Kansas City, MO
The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.
Duties & Responsibilities
Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
Leverage centers of influence and develop new relationships through prospecting and building community networks.
Drive deposit growth and wealth management opportunities.
Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy.
Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions.
Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
Monitor renewals and maturities as well as gather updated documents from clients.
Order inspections, review /budget, administer draw and funding process for Private Banking construction loans.
Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & Experience
Knowledge of:
Private Banking loan and deposit products and services.
Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
Strong financial analysis and credit underwriting skills.
Ability to analyze and understand personal financial statements and tax returns.
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
High Level of Retail and Business Banking customers and trends
Ability to:
Make independent decisions
Analyze and interpret numerical data
Perform duties and make decisions under frequent time pressures
Education and Training:
Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
2+ years of banking or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (āSAFE Actā), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (āNMLSā). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers 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.
Compensation and Benefits
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: $98,000- $130,000 annually)
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.
$98k-130k yearly Auto-Apply 7d ago
Eastern Rail Trader
Louis Dreyfus Company 4.9
Finance service representative job in Kansas City, MO
Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally.
Job Description
This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets.
Primary Responsibilities/Essential Functions
Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function).
Proposes and take new SE rail trade opportunities based on collected information.
Stay abreast of market developments, ensuring timely group updates & interpretation of market data
Use historical information to analyze pricing trends and project forward market pricing outlook
Engages in trade and balance sheet discussions around premium and flat price positions
Ensure positions are accurately reported and daily P&L's tie out
Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment
Active participant in discussion around US corn premium positioning.
Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows.
Receives rail applications from third parties and manages the trains timely billing to destinations.
Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train.
Communicate with country rail terminals daily with goal of buying and increasing grain purchases.
Devise and execute origination strategies for commodities.
Works to achieve ālast right of refusalā relationships with various Co-ops and commercials elevators
Compose regular market wires, position updates and strategy plans.
Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits.
Additional Responsibilities
Ensure contracts are entered and fills/ settlements are completed timely.
Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions.
Qualifications
Education:
Basic qualifications:
Bachelor's Degree
Preferred qualifications:
Degree in Agricultural Economics, Agriculture Business or related degree
Experience
The following are required:
5+ years of experience in an agribusiness firm in a merchandising or trading capacity
Thorough understanding of grain markets, basis trading and rail logistics
Three or more years of direct position ownership & experience with logistics management
Knowledge/Skills/Abilities (including any physical demands)
Basic qualifications:
Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation
Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy
Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues)
Demonstrated ability to manage trading risks
Knowledge of demurrage/despatch concepts
Familiarity with current commodity transportation issues
Proficiency with MS Excel, database administration and online systems/websites
Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets
Knowledge/Ability to set up accruals for freight, costs, demurrage, etc.
Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines
Thorough knowledge of futures markets, hedging and arbitrage
Strong written and verbal communication skills
Must be a motivated self-starter
Preferred qualifications:
Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines.
Experience utilizing and reviewing reports within Power BI.
Additional Information
Equipment Used
Typical office equipment: PC, workstations, telephone, and fax machine.
Working Conditions
Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends.
Employee Supervision
May lead or supervise a few junior merchandising staff members.
Decision Making/Accountability
Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences.
What We Offer
We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world.
- Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage
- 401k with Company Match
- Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits
- Paid Time Off (PTO) and Paid Holidays
- Flexible work available (not applicable to all roles)
Diversity & Inclusion
LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion.
LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply.
Equal employment opportunity (EEO)
Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sustainability
Sustainable value is at the heart of our purpose as a company.
We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
$67k-118k yearly est. 1d ago
Customer Service Representative (NE)
Syncreon 4.6
Finance service representative job in Kansas City, MO
DP World is growing, and we need motivated and reliable Supplier Compliance Specialists-Lead in Kansas City, MO! The ideal candidate is fast learning, quick thinking and reliable. When you join our team, you will have the opportunity to participate in training for the necessary skills and experiences that will change your career!
What DP World offers you
* Free snacks and drinks.
* Competitive medical, dental, vision and 401K benefits.
* Career growth - opportunity doesn't stop once you are in the door.
* Competitive vacation and PTO plans.
* Safe workplace, team environment, and management who cares!
SUMMARY OF THE POSITION
How you will contribute:
* Document installation progress and update asset management systems.
* Coordinate efficient operation of the department and ensure procedures are documented and followed.
* Assist with monitoring daily KPI's, Quality Metrics, & productivity administration is completed accurately and on time.
* Liaison with all operational departments to ensure smooth workflow & maximum synergy.
* Follow detailed deployment instructions, technical diagrams, and build sheets.
* Perform basic hardware diagnostics and troubleshooting (e.g., verifying connections and equipment status LEDs).
* Assist with planning and participating in the warehouse operations and activities.
* Responsible for assisting with training, development, and execution of supplier and customer policies and procedures.
* Administer all reports and documentation relative to assigned processes.
* Ensure that all supplier & shippers comply to the customer quality standards, compliance, and expectation according to the SOP
* Assist with research and reconcile any exception inventory discrepancies.
* Process order set up via preferred internal system to include but not limited to EDI feeds or manual creation.
* Assist Supervisor with the update of the Inbound Supplier Tier Audit Process chart.
* Work with the Operations team to review operational requirements and ensure adherence to all standard operating procedures.
* Assist Supervisor with quality audits and multiple audit functions, including but not limited to, container audits, package audits, material audits and
* Identify process opportunities to increase productivity and reduce processing failures to promote high quality processing.
* Constructively observe processes and procedures to provide feedback.
* Other duties as assigned to the supplier compliance team.
Your Key Qualifications
* High school diploma required; knowledge of quality standards (ISO9001, 14001, 45001) a plus.
* Strong verbal and written communication, analytical, and organizational skills.
Preferred Qualifications
* 3-5 years' experience in a B2B service-related position.
* 2-3 years' Quality Assurance.
* Experience as an Auditor in a Logistics and/or Manufacturing environment.
* Experience working within a Data Center
Quality & Safety Requirements
Quality
* Conform to the processes and requirements of our integrated management system.
* Achieve effectiveness of our integrated management system by following the Quality Policy and meeting company objectives.
Safety
* Work to be compliant with the company environmental, health and safety standards and rules
Shift:
* 1A: Monday - Thursday, 6:00 AM - 4:30 PM
* 2B: Thursday - Sunday, 3:30 PM - 2:00 AM
* 3A: Monday - Thursday, 10:30 PM - 8:00 AM
These shift schedules are subject to change depending on the customer's workload
About the Role
How you will contribute
* Owning, logging & ensuring all daily customer services contacts & queries received via telephone & email are worked through to resolution per strict SLA's.
* Strong focus on communication and ensuring that any systems/operational issues impacting customer shipments are proactively reported to the relevant syncreon & customer teams and tracked through to resolution.
* Compiling, reviewing and actioning reporting suites for our key account customer and syncreon business per KPI requirements.
* Actioning customer complaints received ensuring that detailed and accurate root cause/corrective actions are implemented, formally documented and submitted to the customer.
* Carrier management including tracking open customer orders through to delivery/return/claim and actioning exceptions as they arise.
* Carrier performance reporting against agreed KPI's and actioning trends for root cause & corrective actions.
* Participating in weekly carrier & customer task meetings along with monthly reviews & QBR's.
* Self-billing including compiling and managing all billing activities for all carrier and customer transactions.
* Providing daily/weekly/monthly reporting suite from the syncreon TMS system per required customer & carrier customised reporting requirements.
* Participating in syncreon control tower / customer projects.
* Being the voice of the customer.
Your Key Qualifications
* Fluency in oral & written English is essential.
* 2 years' work experience in a high tech customer services and logistics' environment.
* Excellent knowledge of the Microsoft office suite, with proven reporting & presentation skills.
* Responsiveness in dealing with Customer requests.
* Attention to detail for billing, process analysis, customer complaints investigations & reporting activities.
* Excellent interpersonal skills.
* Ability to work as part of a team and assist other team members during peak volume periods
* Experience in carrier network management.
Compensation
DP World offers exciting and challenging roles within a growing international organization. We strive to hire and develop the right people, locally and globally, stimulating personal growth and self-development within an informal atmosphere. We offer a market competitive compensation package.
About DP World
Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally.
With a dedicated, diverse and professional team of more than 111,000 employees from 159 nationalities, spanning 77 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future.
We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades.
What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimising disruptions from the factory floor to the customer's door.
DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave.
We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible.
The DP World family comprises of syncreon, Imperial and P&O.
WE MAKE TRADE FLOW
TO CHANGE WHAT'S POSSIBLE FOR EVERYONE.
Nearest Major Market: Kansas City
Job Segment: Logistics, Supply Chain, Quality Assurance, QA, Supply, Operations, Quality, Technology
Finance service representative job in Kansas City, MO
About Us
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.
Role Summary
We are seeking a diverse group of professionals to join our team in our Investment Representative training program.
The start date for this class is June/September 2026. This role is ideal for a college senior with a graduation date by August 2026.
If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry!
This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries.
We have crafted an outstanding, 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm. Post training and based on phone volumes, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 6, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century.
What We Offer
Competitive Pay
Flexible workplace plans post-training
Tuition reimbursement
401K matching
32 days paid time off/holidays each year
Annual Bonuses dependent on employee and company performance
Business Casual Dress Code
Free On-Site Parking
Generous benefits plans and resources
Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years
How You Will Make an Impact
Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service
Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge
Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value
Craft new value for clients by offering personalized, relevant investment solutions
Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients
Receive continuing education up-training to enable handling additional call types within different business units from an overflow perspective
Schedule
Within this position, scheduling is highly structured to ensure the best balance between our representative's availability and client servicing
Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of up to 3 days in-office and 2 days from home (subject to change based on business needs)
During the paid 5-week training program, the trainee class will work Monday-Friday from 8am-5pm CT
Post training, new hires will work one of the following schedules:
8:00am - 4:30pm (30-minute lunch)
8:30am - 5:00pm (30-minute lunch)
The exact time will be discussed with the new hire from their direct manager
Each day has a set schedule of two 15-minute breaks and a 30-minute lunch period throughout the day
Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated
What You Bring to the Team (Required)
Bachelor's degree or an equivalent combination of education and work experience
Crucial communication and task organization skills
Sophisticated skill in computer usage and the ability to type 30 WPM minimum
Ability to practice resiliency, flexibility, and relationship management
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
Additional Requirements
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Hybrid
American Century Proprietary Holdings, Inc. All rights reserved.
$84k-109k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Kansas City, KS
Benefits:
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Vision insurance
Wellness resources
Do you like helping customers find what they need, driving sales, and keeping things fun? For over 30 years, FASTSIGNS of Kansas City has been a part of the KC community, and we're looking for someone to join our team!
At FASTSIGNS of Kansas City, we've worked hard to create a customer-focused culture while having fun with our team. This has allowed us to become a million-dollar-plus center that ranks in the top 100 FASTSIGNS centers while retaining fantastic team members who get the job done. Our production team is rich in knowledge and possesses the technical expertise to conquer even the most complex challenges. Our Inside Sales Team has been dedicated to us for several years and has developed personal relationships with many of our customers, always finding innovative solutions to their problems. When not hard at work, we enjoy team-building activities, such as supporting local eateries or hosting backyard barbecues.
We are currently located in Westport. However, our team is searching for a new space close by we can move into at the beginning of 2024. We seek an inspiring new space with larger working areas to accommodate our rapidly growing business. The new space will offer significantly more square footage of workspace, updated equipment, and an expanded vehicle wrap bay. We constantly seek input from team members on making our new space more than just an office; we want to make it something we're proud to show off!
If this sounds like a place you'd like to work, please review the position details and send us your resume!
Duties include:
Greet and assist walk-in, email, E-commerce, and phone customers.
Chat and connect with customers and decision-makers.
Recommend excellent products and follow Brand Standards.
Find and contact sales prospects creatively.
Build and manage a leads list through referrals, calls, mail, and email.
Follow up on new leads from calls, marketing, and emails.
Learn pricing and proposal models inside out.
Handle project paperwork and follow procedures from start to finish.
Prepare estimates and follow up on them.
Update customers on order status and schedule changes.
Execute fun marketing tasks: mailers, thank-you cards, call-mail-call programs, press releases, and campaigns.
Keep the retail space clean, organized, and inviting.
Support the team with reports, invoicing, and regular paperwork.
Prepare and share status reports for weekly team meetings.
Assist with the company's marketing plans when needed.
Conduct market research, competitive shopping, and customer surveys.
Resolve customer issues with a smile.
Build great relationships with support departments.
Follow all company policies and ethics codes.
Check-in with customers within 3-5 days for satisfaction.
Embrace the āEverybody Sellsā mindset and spot sales opportunities.
Answer phones and help at the front counter when needed.
Understand the sales process to provide customer solutions.
Previous Customer Service Experience:
Previous customer service experience in retail, hospitality, reception, barista, host, or server.
Face-to-face customer interaction experience.
Administrative tasks experience, including scheduling, correspondence, and data entry.
Professional experience with handling calls, call routing, and message taking.
Experience in taking and processing job orders.
What we're offering:
$13 to $20 per hour, depending on experience.
Paid Health Insurance.
Profit sharing
Paid vacation and sick days.
Full time.
Monday through Friday.
FASTSIGNS is the franchise industry leader with over 700 locations. 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 providing the best customer service in the sign industry, and to prove it, we survey our customers to ensure we constantly improve our service.
Compensation: $13.00 - $20.00 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.
$13-20 hourly Auto-Apply 60d+ ago
Business Banking Specialist
Lead Bank 3.8
Finance service representative job in Kansas City, KS
Lead Bank
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.
We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
Role Description:
We are looking for a Business Banking Specialist to join our Deposit team! Business Banking Specialists provide service and support to commercial clients in an independent and creative environment. They are primarily responsible for enrollment in business online banking and the cash management products suite.
In this role you will:
Open new commercial accounts for clients
Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay
Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as Cross-sell bank services to existing and prospective clients
Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service
Verify personal and business identification documents (CIP/KYC) and archive supporting documentation
Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs
Perform other duties as assigned
Qualifications:
Have at least 1-2 years of banking experience
Sales or customer service experience is preferred
Knowledge in commercial banking products and client service.
Proficiency in Google Suite is preferred
Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail
Love to collaborate to get to the best, most efficient outcome
Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset
Are a team player and enjoy working with people to achieve the best and most efficientresult
Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks
What we offer:
At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
Competitive compensation, including opportunities for equity grant, based on experience, geographic location, and role
Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
Paid parental leave
Flexible vacation policy, including PTO and paid holidays
A fun and challenging team environment in a dynamic industry with ample opportunities for career growth
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$37k-51k yearly est. Auto-Apply 13d ago
Remarketing Specialist - Careers At Stellantis Financial Services
First Investors Financial Services 4.1
Finance service representative job in Kansas City, MO
Stellantis
FinancialServices
SFS
is
the
new
captive
finance
company
for
one
of
the
worlds
leading
automakers
and
a
mobility
provider
with
iconic
brands
including
Abarth
Alfa
Romeo
Chrysler
Citron
Dodge
DS
Automobiles
Fiat
Jeep
Lancia
Maserati
Opel
Peugeot
Ram
Vauxhall
Free2move
and
Leasys
Our
exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years Join our world class team and culture and contribute to our core mission which is enhancing our customers experience Position Summary The Remarketing Specialist is responsible for overseeing the remarketing of Stellantis FinancialServices retail and lease vehicles and Stellantis owned vehicles at auctions across the US The position requires the management of SFS inventory from the time of receipt at auction to the time of final sale The Remarketing Specialist will determine and execute best practices to achieve optimal net sale proceeds manage expenses and ensure efficient cycle time Essential Duties and Responsibilities Represent SFS at both open and closed auctions virtual or in person to execute sales strategies make real time sales decisions and oversee pre and post sale processes Build and maintain strong relationships with auctions dealers industry vendors and the OEMMaximize vehicle values by managing age mix repairs and expenses ensuring alignment with SFS standards Ensure adherence to SFS programs and guidelines including inspections recommendations and approvals Analyze market trends conduct performance evaluations evaluate processes and provide strategic recommendations Travel within assigned territory and support all auction locations as needed to maintain operational efficiency and consistency Contribute to the improvement of Remarketing policies procedures and processes related to repossessions off lease buybacks rentals and Company vehicles Ensure all activities align with corporate goals and comply with internal policies and federalstate regulations while identifying key industry drivers and developing strategies to mitigate negative impacts Other duties as assigned Qualifications and Competencies Required To perform this job successfully an individual must be able to perform each essential duty satisfactorily The requirements listed below are representative of the knowledge skill andor ability required Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Required Experience Minimum 5 five years experience in developing a strategic vision in high volume Remarketing venues Education High school diploma or GED Skills Required Excellent verbal and written communication and interpersonal skills Excellent sales and customer service skills Excellent organizational and attention to detail skills Excellent time management skills Strong analytical and problem solving capabilities Ability to prioritize tasks and meet deadlines Ability to function well in a high paced environment Proficient with Microsoft Office Suite or related software applications Strong knowledge of the captive finance and auction industry Overtime required required on an as needed basis Travel 0 10 as required on an as needed basis Must have reliable transportation and live within a commutable distance to one of the following cities Atlanta GA Chicago IL or Kansas City MO Qualifications Preferred Bachelors or four year college degree is preferred Experience in a captivefleet environment liquidating large volumes of lease vehicles is highly preferred Certified Automotive Remarketer CAR certification is a plus Physical Demands 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; reach with hands and arms and talk or hear The employee is occasionally required to stand; walk and stoop kneel crouch or crawl The employee must occasionally lift andor move up to 10 pounds Specific vision abilities required by this job include close vision Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The noise level in the work environment is usually moderate Work Schedule This position requires the ability to work various shifts to accommodate business needs Typically between the hours of 8AM 5PM Monday through Friday and on weekends as needed Travel is required 10 50 of the time Stellantis FinancialServices Inc SFS is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment discrimination and intimidation It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race color religion sex age national origin disability pregnancy sexual orientation veteran status gender identity or expression change of sex andor transgender status or any protected status Candidates must possess authorization to work in the United States This policy applies to recruitment and placement promotion training transfer retention rate of pay and all other terms and conditions of employment Employment and promotion decisions will be based solely on merit ability achievement experience conduct and other legitimate business reasons
$32k-59k yearly est. 42d ago
Customer Service Representative
Farmers Bank of Northern Missouri 3.9
Finance service representative job in Gallatin, MO
The Customer ServiceRepresentative is responsible for conducting financial transactions between customers and the Bank both in person and over the phone and handle both routine and complex customer inquiries and problems.
Duties and Responsibilities:
Represents the Bank favorably to both current and prospective customers.
Provides prompt, efficient and accurate service in the processing of transactions.
Note and verify significant information as required by the Bank policy or procedure.
Ensure that Bank procedures are followed when performing transactions on all equipment.
Exercise discretion, judgement, and initiative regarding transaction problems and procedures.
Identify customers' financialservice needs and focus on promoting bank products and services to customers to meet those needs.
Maintain adequate working funds as required by Bank policy; as necessary, purchase working money supply from vault.
Verify and balance assigned drawer daily with minimal cash variances.
Assist in reconciling errors for self and other tellers.
Issue cashier's checks, money orders, and bank checks.
Issue and maintain debit cards following Bank policy.
Verify that opening and closing procedures are followed.
May prepare necessary forms for proper completion of Bank Secrecy Act requirement (includes obtaining appropriate documentation from customer/non-customer).
Receive and answer questions on Bank policies and practices, maintain good customer relations at all times.
Direct customers to appropriate employees for answers to more complex problems or inquiries.
Discuss problems related to specific accounts and refer more difficult questions to a supervisor or bank officer.
Help coworkers with difficult internal problems or customer inquiries/problems while ensuring prompt and courteous responses to customer inquiries.
Count, wrap, and bag coins. Count and verify currency to sell. Accumulate mutilated currency to be shipped out.
Balance or assist in balancing the working fund.
Assist with other bank work as requested including statement stuffing, filing, and answering phones.
Other duties as assigned
Required Skills/Abilities:
Excellent written and verbal communication skills.
Excellent organizational skills and attention to detail.
Excellent mathematical skills.
Trustworthiness and the ability to act with integrity.
Thorough understanding of customer service.
Ability to maintain highest level of confidentiality.
Qualifications:
High school diploma or equivalent is required.
Previous experience working directly with the public is preferred.
$30k-34k yearly est. Auto-Apply 22d ago
Commercial Banking Associate
Commerce Bancshares 4.4
Finance service representative job in Kansas City, MO
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
If you are a highly motivated and detail-oriented individual, the Commercial Banking Assistant role may be for you. The Commercial Banking Assistant provides support to middle and upper level Commercial Bankers and serves as a primary contact for loan portfolio issues. You will provide support to commercial relationship and portfolio managers by preparing loan documentation, on-boarding new loans and on-going monitoring of existing loans. You will also interact with customers daily regarding loan advances and repayments, overdraft and fraud determinations, originating account and wire transfers, and problem resolution.
About This Job
The main purpose of this job is to provide support to Commercial Bankers and serve as a primary contact for loan portfolio issues.
Essential Functions
Prepare, review and maintain loan documentation and submit for approval
Manage the booking process and maintain loan documentation files and clear documentation exception
Be the primary customer contact for loan administrative issues
Process loan advances, paydowns and account transfers
Update, maintain and record receipt of financial documents and track next due date
Process retail banking transactions, daily overdraft approval and fraud verification and customer maintenance request on multiple systems
Enter data into the Finance Center systems, and enter loan terms into ELAR for document production for loans closings and funding
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of the banking industry
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Ability to maintain a high degree of confidentiality
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
High School Diploma or equivalent combination of education and experience required. Associate's degree in related field preferred
1+ years' relevant experience required
*In Office 4 days a week minimum
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Associate, Senior Commercial Banking Associate, and Commercial Banking Specialist job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.80 to $31.50 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 1000 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
$20.8-31.5 hourly Auto-Apply 29d ago
**CDD Bank ~ Literacy KC
Center for Developmentally Disabled 3.8
Finance service representative job in Kansas City, KS
To all of our Literacy KC referrals, thank you for your interest in employment at Center for Developmental Disabilities (CDD.) Hopefully, Stacy Williams referred you to this link. To work for CDD, one must present proof of education (photocopy of a High School Diploma, G.E.D., or better,) proof of auto insurance, and a Missouri Class E or Kansas Class C License if you're 21 or older. As soon as you receive an email confirming your application was received, please reach out to me so we can set you up for an interview and/or discuss our current list of open positions. We are so excited to talk to you! HR Recruiting 9150 E. 41
st
Terrace ~ Kansas City, MO 64133 **************, ext. 212 *****************
$39k-46k yearly est. Easy Apply 60d+ ago
Universal Banking Rep I
Dickinson Financial Corporation 4.4
Finance service representative job in Leavenworth, KS
The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks.
A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction.
Fullātime associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired.
**Principal Accountabilities** **:**
+ Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction.
+ Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions.
+ Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels.
+ Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center.
+ Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
+ Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts.
+ Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing.
+ Maintain a personally professional and presentable appearance in all internal and external client interactions.
+ Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates.
+ The ability to adhere to specific quality standards, codes of conduct and professionalism.
+ Be fully proficient in video teller and online banking tasks.
+ Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction.
+ Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures.
+ Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training.
+ Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution.
+ Perform administrative tasks as assigned.
+ Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations.
+ The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments
+ Maintain customer confidentiality.
+ Ad hoc duties as assigned
+ Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.
**Compensation & Benefits**
The Universal Banking Rep I position pays a minimum of $18.50. 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.
**Minimum Qualifications**
+ High school diploma or GED
+ 1 year Customer Service, Retail or equivalent experience
+ Familiarity with banking products and services
+ Strong attention to detail and ability to complete work accurately.
+ Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
+ Ability to communicate effectively in person, on-screen, over the phone and in writing.
+ Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions.
+ Ability to solve problems while working directly with external and / or internal customers.
+ Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems.
+ Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc
**Physical Requirements:**
The work environment is typical of a standard office setting. Sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, walking and standing are required only occasionally. Talking; expressing or exchanging ideas by means of the spoken word. Activities must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly. Hearing; perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in recommending other products and services. The agent must be focused on the delivering of exceptional customer service during each customer interaction.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
$30k-33k yearly est. 55d ago
Member Engagement Representative
YMCA Kansas City 3.8
Finance service representative job in Platte City, MO
Provides the public's initial contact with the Y and is expected to communicate to members, participants and general public services, programs and events in a friendly, knowledgeable and courteous manner. Provide excellent customer service to members and program participants and engages in activities to increase membership in our centers.
We are looking for someone to work early mornings Mondays, Wednesdays, and potentially Fridays from 4:45am- 10:00am.
OUR CULTURE:
The YMCA of Greater Kansas City's mission and core values are brought to life by our culture. It's who we are, who we aspire to be and how we show up every day. We are cause-driven. We don't just show up, we show up with purpose. We are welcoming: we are open to all. We are a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger beginning with you.
Responsibilities
* Greet members, participants, staff and general public in a friendly and courteous manner.
* Verify all members and participants using the facility.
* Answer phone lines according to YMCA phone procedures.
* Able to direct calls and people on site to appropriate staff.
* Respond to needs and questions with accurate information.
* Handle complaints in a friendly and courteous manner.
* Notify appropriate staff of any unsafe conditions, complaints, needed repairs, incidents, or accidents immediately.
* Able to operate the program and membership sales system as directed.
* Collect and stay informed of appropriate fees; including being responsible for cash, receipts, and balancing financial journal.
* Give tours and educate members and prospective members on services, programs, events and volunteer opportunities.
* Keep welcome center and lobby clean and well organized.
Qualifications
* Must be at least 16 years of age.
* Ability to provide outstanding customer service.
* Must have good communication skills including phone skills
* Works effectively with people of different backgrounds, abilities, opinions and perceptions.
* Able to exercise high levels of discretion and confidentiality.
* Detail oriented with good organizational skills, and be multi-task proficient.
* Ability to make independent and sound decisions in a fast paced environment.
* Basic math skills in handling fees
* Strong computer skills with the ability to adapt to new software.
* Experience and ability to work productively with minimal supervision.
$21k-27k yearly est. Auto-Apply 5d ago
Relationship Banker - Parkville Branch - Parkville, MO
Jpmorgan Chase & Co 4.8
Finance service representative job in Parkville, MO
JobID: 210698756 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$30k-37k yearly est. Auto-Apply 11d ago
Universal Banking Rep I
Dickinson Financial Corporation 4.4
Finance service representative job in Leavenworth, KS
The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks.
A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction.
Fullātime associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired.
Principal Accountabilities:
Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction.
Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions.
Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels.
Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center.
Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts.
Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing.
Maintain a personally professional and presentable appearance in all internal and external client interactions.
Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates.
The ability to adhere to specific quality standards, codes of conduct and professionalism.
Be fully proficient in video teller and online banking tasks.
Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction.
Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures.
Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training.
Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution.
Perform administrative tasks as assigned.
Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations.
The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments
Maintain customer confidentiality.
Ad hoc duties as assigned
Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.
$30k-33k yearly est. 19h ago
Relationship Banker - Parkville Branch - Parkville, MO
Jpmorgan Chase 4.8
Finance service representative job in Parkville, MO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$30k-37k yearly est. 10d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Saint Joseph, MO?
The average finance service representative in Saint Joseph, 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 Saint Joseph, MO