Finance service representative jobs in Scottsdale, AZ

Bilingual applicants only. Our ideal candidate loves talking to people and proactively solving issues. Construction or insurance billing background is a plus. Responsibilities Communicate with customers via phone, email and chat. Provide knowledgeable answers to questions about product, pricing and availability. Work with internal departments to meet customer's needs. Data entry in various platforms. Executing daily tasks. Qualifications Bilingual: English (fluent) & Spanish (fluent) At least 1 - 3 years of relevant work experience. Excellent phone etiquette and excellent verbal, written, and interpersonal skills. Ability to multi-task, organize, and prioritize work. Benefits Health Insurance (medical, prescriptions, preventive care) Dental & Vision Insurance Paid Time Off

No experience required. We are looking for individuals who desire a leadership role leading a team of self-driven individuals to attain certain goals. This entry-level position offers structured systems and processes to guarantee success in a lucrative career. Candidates should be eager to move up quickly into management and must possess a strong work ethic and willingness to learn.Responsibilities Maintain knowledge of new products Develop and maintain strong relationships with clients Prioritize and multitask effectively Communicate excellently in both written and verbal forms Solicit for new business via telephone, networking, and other lead sources Establish personal and business goals Support team building efforts Work independently and collaboratively with a team Demonstrate a positive and professional demeanor Utilize a laptop computer with Windows Operating system Maintain and services existing clients Requirements Driver License Authorized to work in US Weekdays Benefits Retirement Benefits Salary: $84,000.00 per year

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.

The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities. The Banker generates loan fee income while maintaining and servicing an existing portfolio of personal and business deposit, wealth management and loan relationships. Duties & Responsibilities * Develop Private Banking deposit and loan relationships with qualifying new and existing 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. * Drive deposit growth and wealth management opportunities. * Leverage centers of influence and develop new relationships through prospecting and building community networks at local events. * Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy. * Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge. * Proactively monitor current Private Banking portfolios. * Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services. * Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with the Bank's Loan Policy. * Analyze, synthesize and communicate complex financial data. * 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 the Net Promoter Score effort 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 and commercial 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. * 5-8 years of banking or management experience required * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the 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: $145,000.00 - $175,000.00 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.

ARIZONA BOARD OF NURSING The mission of the Arizona State Board of Nursing is to protect and promote the welfare of public by ensuring that each person holding a nursing license or certificate is competent to practice safely. The Board fulfills its mission through the regulation of the practice of nursing and the approval of nursing education programs. The mission, derived from the Nursing Practice Act, supersedes the interest of any individual, the nursing profession, or any special interest group. CUSTOMER SERVICE REPRESENTATIVE IV *This position will be in-office only* Job Location: 1740 West Adams Street Suite 200 Phoenix, Arizona 85007 Posting Details: Hourly Pay Range: $15.34 - $21.50 Grade: 17 This position will remain open until filled Job Summary: Performs senior level or lead customer service activities. The CSR 4 handles the most complex customer service complaints, inquires, and issues. Performs the complete range of agency customer service functions within the work section. May be responsible for training staff and monitoring work flow within the agency. Provide customer service in person, by written correspondence, and over the phone to licensees, applicants and the general public. Perform licensing and registration functions and a complete range of agency customer service functions. Provide technical assistance and procedural guidance to CNA, LNA, CMA, LP, RN, and AP applicants/ licensees. Issue CNA/LNA/CMA licenses/certificates, process name/address changes and license status changes. Review all documents submitted in regards to a license to ensure all requirements are met prior to issuing the license. Job Duties: • Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly. Thoroughly and efficiently gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent the need for future contacts, and document all interactions • Provide information to customers in response to inquiries about licensing, certifications, and other Board program areas. Review and process applications and payments. Explain how to use the State and National websites for renewals, verification of license, certification and status information, and solve customer service application issues • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer's experience. Participate in process improvement projects by lending expertise and assistance to promoting and implementing initiatives to improve business process • Other duties as assigned as related to the position Knowledge, Skills & Abilities (KSAs): Knowledge: • 2+ years of experience in a customer service call center required Skill: • Experience with multi line telephones, on-line ticketing systems and personal computers Ability: • Ability to work well with others; think critically to formulate customer solutions to complex issues Pre-Employment Requirements: Driving Requirements: • Employees who drive on state business are subject to driver's license record checks, must maintain acceptable driving records and must complete any required driver training (see Arizona Administrative Code R2-10-207.12.) •Requires possession of and ability to retain a current, valid state-issued driver's license appropriate to the assignment If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver's License Requirements. Benefits: The State of Arizona offers a comprehensive benefits package to include: • Optional employee benefits include short-term disability insurance, deferred compensation plans, and supplemental life insurance • Life insurance and long-term disability insurance • Vacation plus 10 paid holidays per year • Health and dental insurance • Retirement plan • Sick leave Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page Retirement: • Positions in this classification participate in the Arizona State Retirement System (ASRS) • Note that enrollment eligibility will become effective after 27 weeks of employment Contact Us: • If you have any questions, please feel free to contact Shawn McConnell at ****************** for assistance

Job Description Are you a customer service aficionado? Are you looking for a company where you can learn and grow? We're CCMC, a community management company specializing in master-planned communities. Our vision of inspiring a resident-centric focus is brought to life by our core values: Integrity, Respect, Service and Community. About the Community: Tucked away in a quiet community is a gated, age-qualified neighborhood featuring new, energy-efficient, single-family homes. Amenities include acres of lakes and greenbelts, heated resort-style swimming pool and spa, indoor lap pool, fitness center, 18-hole putting course, library, ballroom, pickleball, tennis and bocce courts. The Resident Services Associate provides office assistance, membership support and clerical administration for the community. This position is multi-faceted and supports the site management team in a variety of duties including ensuring all callers, visitors and residents are greeted in a friendly and informative manner. What you'll accomplish: Greeting and assisting guests, answering phones, and directing calls Noting accurate messages and directing them appropriately Operating and maintaining office equipment Drafting and proofreading a variety of association documents including maintenance work orders Assisting owners with coordinating resident-hosted events Updating the association's website and calendar Receiving, preparing and delivering mail, packages and dry cleaning Performing other administrative duties as needed What we're looking for: Customer service experience, knowledge of homeowner association operations preferred Excellent telephone manner, with a commitment to the highest customer service possible Ability to communicate effectively A dynamic, professional individual with a strong sense of organization and attention to detail Computer skills with an intermediate knowledge of Microsoft Office programs including Outlook, Word and Excel Flexibility to work after-hours and weekends at community events as needed Must pass a pre-employment drug screen and background check If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver's license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. You must notify Human Resources immediately regarding any change to your motor vehicle standing. CCMC may periodically review motor vehicle reports to ensure compliance with these requirements. The physical requirements can vary, but generally, they may include: Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events. Lifting and Carrying: Occasionally lifting and carrying supplies or equipment up to 25 pounds. Manual Dexterity: Skills in using technology, including computers and mobile devices. We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodations during the application process or in performing the job duties as described in the posting, please email ****************** so we can review next steps together. What we offer: Competitive pay, depending on experience Part-time, flexible schedule Employee assistance program Perhaps most importantly, a service-oriented team who is dedicated to your success!

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Job DescriptionDescriptionWe are hiring 2-3 traders for Seven Points Arizona office opening this year. Seven Points is excited to offer a unique opportunity to join our team of successful traders. We are looking for candidates who are hard working and dedicated to success, have a passion for finance and the markets, entrepreneurial, humble and willing to learn. Key ResponsibilitiesWe are very open to traders with various backgrounds/education, so long as the candidate can demonstrate knowledge of the markets and the ability and inclination to develop a robust approach to execution strategy.

Job Description Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If yes, consider a career at Chris McCoy State Farm to drive positive impact in the lives of families every day. Backed by a Fortune 50 company that is a leader in the financial services industry, we will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to customers while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with our customers. What we offer... Training and development We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing team members. Digital tools Beyond this training and support, we will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain customers with web, social and email content. Products and solutions Together with its subsidiaries, State Farm provides a range of products, including home, auto & life insurance, annuities, disability income insurance and investment products such as mutual funds through our broker-dealer arm STATE FARM VP MANAGEMENT CORP. (member of FINRA and SIPC), ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as security licensing to offer wealth management and advisory services, estate planning strategies and business solutions. Human guidance When you join Chris McCoy's State Farm, you're joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with fellow Agent Aspirants.

Replies within 24 hours Benefits: Bonus based on performance Competitive salary Free uniforms Training & development FASTSIGNS #161701 is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $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.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services 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

Job DescriptionBenefits: 401(k) matching Bonus based on performance Opportunity for advancement ROLE DESCRIPTION: Join Our Winning Team at Scott Christian State Farm Agency! Are you ready to take your career to the next level in a fast-paced, supportive environment where your growth and success truly matter? Scott Christian State Farm Agency is looking for a motivated and organized Financial Services Representative to help us connect with customers and grow our business in auto, home, life, health, and mortgage insurance. Why Join Us? At Scott Christian State Farm Agency, youre more than just an employee youre a key player in a dynamic team that values your energy, ideas, and passion for helping others. We offer a fun, collaborative workplace where your hard work is rewarded and your career path is unlimited. If youre ready to make a real impact and boost your earning potential, this is the place for you! What Youll Do: Build strong, lasting relationships with customers through excellent service and follow-up Guide clients by explaining insurance options tailored to their needs Handle inquiries quickly and professionally, from coverage details to claims and billing Drive business growth by expanding our book of business across multiple insurance lines Collaborate with agents to attract and retain customers in a friendly, team-oriented atmosphere Who You Are: Passionate about delivering outstanding customer service Experienced in sales? Great! (inside sales, retail, telemarketing, or related fields) Ready and willing to earn your Property & Casualty and Life/Health licenses (well support you!) Goal-oriented with a desire to grow your skills and income through marketing and outreach What We Offer: Competitive base salary plus commission and bonuses your success pays off! Paid time off including vacation and sick days Comprehensive health benefits Real opportunities for career advancement and personal growth If youre excited to join a team that values your contributions and is committed to your success, apply now and start your rewarding journey with Scott Christian State Farm Agency!

We are looking for highly flexible individuals who excel in both business development and relationship management. This position requires an exceptionally motivated passionate individual who is driven to be successful. The successful candidate will be accustomed to a high level of daily sales activity…selective business development does not work. The individual must be capable of networking and developing relationships from scratch with attorneys, accountants, trust and estate executives, insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become clients. Once these individuals become clients, the Advisor is responsible for helping them devise investment programs appropriate to their personal financial situation. He/she must be thoroughly familiar with strategies being employed in each of the portfolios. Actual investment decisions are made by the firm's investment policy groups. Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business Serves as Clients primary point of contact for High Net Worth and affluent clients and institutional key influencers Qualifications Bachelors degree MUST Have NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred Minimum of 5 years of experience in financial sales capacity providing financial planning services to high net worth clients Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership. Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player Experience with client relationship management systems Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

Company DescriptionJobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement Job Description Financial Services Representative-Phoenix, AZ This is an apprenticeship opportunity. This role is in Phoenix, AZ and an in person opportunity. *Candidates must reside within a commutable distance to (Phoenix, AZ)* About this Position Join a national financial services team where you'll build a strong foundation in client engagement, relationship management, and financial service excellence. As a Financial Services Representative Apprentice, you will deliver excellent customer service and develop critical skills through training, hands-on practice, and coaching. This role is a heavy phone-based environment supporting clients with their banking and investment needs. Job Responsibilities • Work in a phone-based environment supporting clients with account servicing and resolution on brokerage accounts. • Identify client needs and refer sales opportunities to the appropriate teams and specialists. • Provide exceptional client care and help clients achieve financial goals through needs-based solutions. • Develop communication techniques to confidently engage with clients by phone and deliver exceptional service. • Collaborate with peers and leaders to ensure a high-quality, consistent client experience. Job Skills/Requirements • Client-focused mindset with a passion for excellence and teamwork. • Self-motivated and goal-oriented with the ability to multitask in a performance-based environment. • Strong communication skills and aptitude for relationship management and sales support. • Ability to identify client needs and provide appropriate solutions or referrals. • Proficiency in computer systems and digital tools. Program Requirements • Completion of an Year Up United Program • 6 months-2 years of relevant work, internship, or customer-facing experience. • Availability during standard business hours (Monday-Friday) with potential Saturday coverage. • Must reside within 30 minutes of the assigned branch. • Ability to work on-site and adhere to banking policies (no personal phone usage during work hours). Additional Information • Comprehensive training and continuous professional development provided. • Career advancement opportunities within a national financial institution. • Must be comfortable working in a high-volume environment • Must refrain from personal phone usage during work hours. • No absences for the first 30 days of assignment Pay Range Pay: $18-20/hr YUPRO Placement is the nation's leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Ability to make presentations to potential customers Knowledge of financial services products If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Locations: 23405 N Scottsdale Road, SCOTTSDALE, AZ Location Disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 30 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact. Interested? Apply now!

The Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credit union within the university community. Leveraging consultative sales techniques, the Campus Financial Services Specialist promotes relevant products and services to the student demographic to drive adoption and usage. This outward-facing role requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness as well as develop trusted advisor relationships with students. What you will do here: Membership Growth and Account Optimization Provide exceptional in-person service to new and existing members when they visit the on-campus branch. Address service inquiries and provide support regarding basic transactions, account management, and other advisory needs. Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile and campus affiliation status (student, faculty, staff), identifying solutions, and making recommendations that align to enhancing member's financial well-being, with special awareness of student and campus needs Conduct onboarding outreach for new accounts to provide financial education and recommendations to fully optimize their credit union membership and accounts. Meet or exceed targets for new membership growth, account openings and other key metrics. Track progress of goals using the CRM system. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers while in compliance with university & credit union partnership agreements. Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs. Adhere to all credit union products, policies, and procedures and regulatory compliance. Campus and Community Involvement Develop and execute strategies for promoting the credit union and its products/services to students and staff on campus and affiliated locations. Conduct presentations, setup booths at campus events and employ other marketing tactics. Represent brand values and enhance on-campus visibility through participation in campus activities and sociocultural events Financial Wellness Education Build on-campus relationships and identify opportunities for credit union involvement to support financial well-being for students, faculty, staff, and surrounding community partners. Conduct educational workshops and events to advise students, faculty, staff, and community members on topics like financial planning, loans, credit, budgeting, and related services Branch operation and support Perform daily opening and closing tasks as scheduled Participate in audit and compliance tasks (such as cash orders, maintenance, and balancing). May be assigned compliance tasks on a rotation basis with other peers. Other duties as assigned. What you will need: High School Diploma or GED required. Currently enrolled in a undergraduate degree program, Finance or Business preferred preferred. At least 1 year of experience in customer service or sales; or, involvement in campus organizations/groups required. 1 year experience with a financial institution preferred. Demonstrated ability to connect and build rapport with university populations, especially students, faculty, parents, staff and community members required. Goal-oriented mindset and tenacity to fulfill performance objectives required. Strong presentation, communication, and interpersonal engagement competencies required. Professional acumen, ethical conduct and cultural awareness when engaging diverse student communities required. Demonstrated capability to accurately explain products and services and share their benefits required. Solid understanding of retail banking landscape and advisory capabilities required. Comfort with using customer relationship management tools and Microsoft Office suite required. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required. Registered and serve as a Notary Public required. Certified Financial Counselor preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************