Finance service representative jobs in South Bend, IN - 273 jobs
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4:30 PM - 9:30 PM: Customer Service Representative (Part-Time)
Dayton Freight 4.6
Finance service representative job in Elkhart, IN
Shift Available: 4:30 PM - 9:30 PM
Customer ServiceRepresentatives are responsible for assisting Dayton Freight customers with a variety of inquires including freight pickup requests, rate quotes or freight charges, hot shipments, shipment tracing and appointments or special requests.
Responsibilities
Assist the Service Center Manager
Take and deliver messages for the Service Center Manager and Account Managers
Provide assistance to Drivers
Prepare bills of lading and delivery receipts
Maintain excellent communication with external and internal customers as well as interline companies
May be asked to assist with:
Payroll
Data entry
Freight reports
Driver collect reports
Billing and filling
Qualifications
Skillful in Microsoft Office Programs
Excellent keyboarding skills
Has worked in a fast paced environment and has excellent attention to detail
Experience with handling a high volume of phone calls
Exceptional communication and customer service skills
Benefits
Stable and growing organization
Competitive weekly pay
Quick advancement
Customized training program
Professional, positive and people-centered work environment
Modern facilities
$34k-40k yearly est. Auto-Apply 60d+ ago
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Customer Service Sales Representative
Hull Lift Truck, Inc. 3.8
Finance service representative job in Elkhart, IN
Job Description
The Customer Service & Sales Representative (CSSR) position is a customer service position responsible for communicating with customers about the repair and maintenance of their equipment, safety enhancing products that are available, and ways Hull can optimize the performance and reliability of their equipment and material handling spend. The CSSR is a key player in the organization for fostering positive and beneficial customer relations through proactive communication and follow-up on customers' repairs and requests. The CSSR's primary responsibility is to promote service and parts sales through explaining to customers the value and importance of regular maintenance and repair needs.
Essential Functions & Responsibilities
Actively pursue sales of Planned Maintenance (PM) Contracts for equipment sold by Hull Lift Truck and competitive brand equipment.
Work with equipment salesmen to get introduced into accounts and be positioned as the customers' primary contact for their service-related needs as established by the "Since 1962 Satisfaction Process", securing business for the service, parts, and rental departments.
Follow up on units in operation (UIO) opportunities as they arise. This includes being on site at the initial equipment delivery date, the three-month follow-up visit as well as an annual follow-up.
Assist asset manager with off-lease inspections and generate service estimates for repairs that will be required at lease termination.
Submit status reports on a regular basis to Branch Manager, including:
New PM's signed.
Number of Service Quotes initiated.
Number of Service Quotes approved.
Number Units in Operation followed up on and customer contacts made.
Establish and maintain long-term positive relationships with customers.
Address customer's questions and needs promptly and professionally.
Generate Repair Estimates.
Review with customers the details of service and repair costs quoted, the work to be provided and the value and importance of addressing such needs, and the consequences of declining services.
Review service histories as part of the quoting process and database maintenance.
Initiate the scheduling of repairs with customer, transportation and/or dispatch when the request is approved.
Track the progress of repair/service orders and proactively inform customer of the status.
Conduct post-repair follow-up with customers to ensure their satisfaction.
Review results of the Voice of the Customer (VOC) customer satisfaction surveys with service managers and communicate with customer and VOC coordinator as necessary.
Act as a liaison between the customer and the company. Facilitate customer complaints and resolve them if able. If unable, elevate the complaint to the Branch Manager for resolution.
Communicate with Full Maintenance customers to ensure satisfaction. Work to proactively mitigate risks of financial loss on full maintenance units, and damage to leased trucks. Must make customer aware of situations, maintenance and operating practices that could result in damage to the units that the customer is responsible for under the terms of the lease and full maintenance agreements.
Communicate equipment sales leads to the appropriate salesman and Sales Manager.
Assist the parts department in delivering parts to customers when planning to be in the area, or as a result of a priority request.
Additional Job Requirements
Assumes other activities and responsibilities from time to time as directed or required.
Lift objects up to 50 lbs. regularly
Travel is a mandatory requirement as the Service Advisor is required to travel to customer locations to conduct their job requirements.
Qualifications & Education
5 + years' experience or training as a forklift/equipment mechanic preferred, or a strong background in the material handling industry necessary.
Knowledge of OSHA forklift regulations and requirements.
Industry knowledge of forklifts, sweeper/scrubbers, Aerial work platforms and similar equipment.
Microsoft Office software competence and 30 WPM typing and general computer skills.
Personal Characteristics
Excellent communication skills, both written and verbal.
Excellent organizational & time management skills.
Ability to work effectively in a team environment.
Self-motivated and always looking for ways to promote the Operations Departments.
Superior customer service, negotiation, and problem-solving skills.
Able to effectively manage multiple customers, tasks, and projects simultaneously.
Professional appearance and work ethic.
Strong attention to detail.
Punctuality and good attendance.
Since 1962, Hull Lift Truck has provided the highest quality material handling equipment and support services available in the material handling industry.
Today, Hull Lift Truck continues to work as hard as ever to maintain its reputation as an industry leader by focusing on the simple philosophy Ed Hull founded the business on, offer the highest quality material handling equipment at a fair price with sincere commitment to customer satisfaction.
$28k-35k yearly est. 3d ago
Patient Financial Services Representative, Float
Woburn Hospital
Finance service representative job in Goshen, IN
The Patient FinancialServices (PFS) Float will be responsible for assisting with the daily responsibilities and providing coverage for the following positions:
Cashier
PFS Rep 1 & 2 (Billing)
Collections
PFS Rep 3 (ACD Phone System)
Financial Advocates/Navigators
Support Assistant/Mailroom Clerk
Chargemaster Coordinator
The PFS Float will also assist Director and Manager with special projects when necessary. Colleague will also assist with training and orientation of new Colleagues within the Department.
Position Qualifications
Minimum Education: High School graduate or equivalent
Preferred Education: College Degree
Minimum Experience: 3 years of medical billing experience in A/R. Medical billing knowledge to include UB & HCFA billing as well as current collection laws.
Preferred Experience: 5-10 years of medical billing experience including Medical Billing, Insurance Terminology, Compliance guidelines, ICD-9 and CPT. Knowledge of Indiana Fair Debt & Collection Practices.
Certifications Required: Indiana Navigator Certification w/annual renewal
$31k-50k yearly est. 28d ago
Customer Service Rep(05161) - 437 John Sims Pkwy
Dev 4.2
Finance service representative job in Valparaiso, IN
Auburn-Washburn
Job DescriptionABOUT THE JOB
You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you.
We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you.
ADVANCEMENT
Many of our team members began their careers as delivery drivers and today are successful Domino's franchise owners. From customer servicerepresentative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity.
DIVERSITY
Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential.
SUMMARY STATEMENT
We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first!
JOB REQUIREMENTS
You must be 16 years of age or older.
General job duties for all store team members
Operate all equipment.
Stock ingredients from delivery area to storage, work area, walk-in cooler.
Prepare product.
Receive and process telephone orders.
Take inventory and complete associated paperwork.
Clean equipment and facility approximately daily.
Training
Orientation and training provided on the job.
Communication Skills
Ability to comprehend and give correct written instructions.
Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person.
Essential Functions/Skills
Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator).
Must be able to make correct monetary change.
Verbal, writing, and telephone skills to take and process orders.
Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed.
Ability to enter orders using a computer keyboard or touch screen.
WORK CONDITIONS
Exposure to:
Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks.
In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas.
Sudden changes in temperature in work area and while outside.
Fumes from food odors.
Exposure to cornmeal dust.
Cramped quarters including walk-in cooler.
Hot surfaces/tools from oven up to 500 degrees or higher.
Sharp edges and moving mechanical parts.
SENSING
Talking and hearing on telephone.
Near and mid-range vision for most in-store tasks.
Depth perception.
Ability to differentiate between hot and cold surfaces.
TEMPERAMENTS
The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgements and decisions.
Additional InformationAdditional Job DetailsPHYSICAL REQUIREMENTS including, but not limited to the following:
Standing
Most tasks are performed from a standing position.
Walking
For short distances for short durations.
Surfaces include ceramic tile bricks with linoleum in some food process areas. Height of work surfaces is between 36 and 48.
Sitting
Paperwork is normally completed in an office at a desk or table.
Lifting
Bulk product deliveries are made twice a week or more and are unloaded by the team member using a hand truck.
Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'.
Cases are usually lifted from floor and stacked onto shelves up to 72 high.
Carrying
Large cans, weighing 3 pounds, 7 ounces, are carried from the workstation to storage shelves.
Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store.
Trays of pizza dough are carried three at a time over short distances, and weigh approximately 12 pounds per tray.
Pushing
To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24 - 30 and requires a force of up to 7.5 pounds to push.
Trays may also be pulled.
Climbing
Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance.
Stooping/Bending
Forward bending at the waist is necessary at the pizza assembly station.
Toe room is present, but workers are unable to flex their knees while standing at this station.
Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day.
Forward bending is also present at the front counter and when stocking ingredients.
Crouching/Squatting
Performed occasionally to stock shelves and to clean low areas.
Reaching
Reaching is performed continuously; up, down and forward.
Workers reach above 72 occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves.
Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes.
Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones.
Hand Tasks
Eye-hand coordination is essential. Use of hands is continuous during the day.
Frequently activities require use of one or both hands.
Shaping pizza dough requires frequent and forceful use of forearms and wrists.
Workers must manipulate a pizza peel when removing pizza from the oven, and when using the rolling cutter.
Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes.
Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes.
Machines, Tools, Equipment, Work Aids
Team Members may be required to utilize pencils/pens, computers, telephones, calculators, TDD equipment, pizza cutter and pizza peel.
$27k-34k yearly est. 60d+ ago
Representative, Customer Service - Skilled
Apidel Technologies 4.1
Finance service representative job in Portage, MI
Job Description
Responsible for total customer and sales representative satisfaction in order management Provides sales regions with prompt, quality service and support in a variety of areas including, but not limited to order entry, converting, order management (date matching, expedites), temp requests, weld warranty replacements, sample orders, and troubleshooting various order inquiries
Prompt response to and resolution to Sales Rep issues (questions, requests, etc.) to the Reps satisfaction per company procedures and standards
Effectively communicate with sales reps, regional managers, and other teams/departments (IBP, Schedulers, AR, Service Parts, Marketing)
Perform administrative duties, run reports and special tasks/projects associated with support of capital sales business
Accountable for the relaying of all communication from customers and sales force to internal teams related to order management and/or the manipulation to the scheduled deliver dates of capital equipment
Back-up to Customer Support team when needed
Will follow a standardized order entry process to ensure 100% accuracy for all orders (as defined by the company) that are submitted via phone, electronically or by fax.
Accountable for all record-keeping as appropriate and in accordance with specifications.
Must meet all training and documentation criteria. by company, departmental policies and regulatory procedures, identifying and recording all productivity issues or concerns to help root cause problems
Builds relationships and fosters teamwork with fellow team members, leadership and individuals within other departments.
Prioritizes and identifies activities and tasks, adjusting priorities when appropriate.
Shift Label:
1st Shift 8:00 AM - 5:00 PM Monday, Tuesday, Wednesday, Thursday, Friday
Shift Comments:
Hybrid after fully trained M-W in office Th & F WFH
$28k-35k yearly est. 25d ago
Customer Service Representative(Account Management)
Precoat Metals 4.4
Finance service representative job in Portage, IN
Since 1961, Precoat Metals (**************** has been setting the standards in the coil coatings industry worldwide. We are committed to this level of quality in both our product line and customer service, and focus our resources on investigating and implementing new coil coating technologies, developing unique coatings, ink and film systems, and designing multifaceted prints while reducing the cycle time to market. We are able to achieve this "culture of excellence" thru the hard work and talent of the people on our team.
Job Description
Your previous customer service/account management experience in a fast paced environment makes you the perfect candidate to fill our open position. You will be based at our Portage, IN facility and will work cooperatively with customers & members of the production and distribution team to grow existing customers, support new customers and meet or exceed monthly sales quotas at the appropriate gross margin while increasing customer satisfaction.
In addition to being the representative of our customer and their advocate, you will:
Generate new & repeat sales by providing product and technical information in a timely manner
Determine customer requirements and expectations in order to recommend specific products and solutions
Present price, credit and terms in accordance with standard procedures and customers' profitability profiles
Accurately process customer transactions such as orders, quotes or returns
Provide accurate information regarding scheduling and availability of items
Obtain and provide accurate information relating to shipment dates and expected date of delivery
Proactively recommend items needed by customers to increase customer satisfaction and improve transaction profitability
Increase sales and average order size by means of cross-selling, up-selling, add-on sales
Educate customers about terminology, features and benefits of products in order to improve product related sales and customer satisfaction
Monitor scheduled shipment dates to ensure timely delivery and expedite as needed
Contact customers following sales to ensure ongoing customer satisfaction and resolve any complaint
Remain current on consumer preferences, changes in local codes and product developments
Setup and maintain customer files
Identify trends in customer satisfaction or dissatisfaction
Manage time effectively, meet personal goals and work effectively with other members of the team
Maintain proficiency in using personal computer, data entry terminal and other common office equipment and software
Follow company policies and procedures
Present a professional image at all times to customers and vendors
Conduct ongoing customer needs, analysis, research of customer requirements through first party resources.
Complete contact activity reports
Assist in sales projects like price increases etc.
Qualifications
You will bring your High School diploma or equivalent and 2-5 years of customer service or inside sales experience, preferably in an industrial setting along with being a highly motivated self-starter who is articulate, persistent & outgoing with a professional demeanor to the team. In addition to:
Must be able to work in a team-oriented, fast-paced, sales environment
Provide track record of consistently achieving or exceeding goals
Proficient to advanced computer skills with Microsoft applications, Word, Excel and Outlook
Superior customer service & selling skills.
Superb communication and interpersonal skills
Strong organizational skills with the ability to prioritize & multi-task
Detailed oriented & able to work independently
Customer focused with exceptional telephone sales ability
Additional Information
We are an Equal Opportunity Employer. M/F/Disabled/Veterans
Precoat Metals is a Drug Free Workplace
We are an Equal Opportunity Employer.
Precoat Metals is a Drug Free Workplace
$30k-36k yearly est. 4d ago
Customer Service Rep
Specialty Building Products 3.6
Finance service representative job in La Porte, IN
We are currently looking for a Customer Service Rep / Inside Sales Support for 1st Shift, Monday - Friday, 7:30 am to 4:30 pm, to join our VALUES-based organization. In this role you will focus on: Responsibilities: * Receive incoming calls related to sales inquiries for new and established customers; provide simple pricing and availability, as well as information about our products and distribution services
* Respond to customer inquiries promptly by clarifying desired information; researching, locating, and providing desired information; and providing excellent customer service
* Resolve product or service problems by clarifying the customer's complaint and/or issues; determining the cause of the problem; researching and exploring answers and alternative solutions; expediting correction or adjustment; following up to ensure resolution; escalating unresolved problems
* Maintain detailed records of interactions with the customers in an orderly manner
* Posting Orders
* Print Pick and Pack
* Invoicing
* Other duties, as assigned and requested by supervisor
Qualifications:
* Minimum of 1-2 years of customer service experience
* Prior wholesale lumber product experience, a bonus
* Must be computer literate, and proficient in Microsoft Outlook, Word, and Excel
Specialty Building Products is the leading distributor of specialty building products in North America. SBP operates under the brands U.S. LUMBER, Alexandria Moulding, REEB Millwork, DW Distribution, Millwork Sales and Amerhart. We serve 45 states in the U.S. and 8 provinces in Canada from over 40 locations. Here at SBP we are a people first organization, our team is built upon strong culture and standards for success. We value your perspective and want to learn more about you with a commitment to laying the foundation for you to build a successful career with us. Join us and EVOLVE your future at Specialty Building Products!
Being a part of SBP you will be eligible for many benefits. Full-Time benefits would include:
* Medical, Dental, Vision given on the 1st of the month following 30 days of employment
* Company-Paid Life Insurance & Disability
* 401(k) with Company Match
* Company-Paid Time Off
* Paid Holidays & Floating Holidays
* PLUS ADDITIONAL PERKS!
Serving our communities:
We are also committed to our core value of "using our influence to have a uniquely positive impact" on the people that we touch. Through our initiatives we encourage and incentivize our employees to aid fellow employees in need and to better serve our communities and the people we directly influence.
We are proud to have the best team in our industry. We have experienced a tremendous amount of growth as a company. This growth has served not only our customer base but has also provided significant opportunities for advancement amongst our employees.
Specialty Building Products is an equal opportunity employer. It is our policy of Specialty Building Products not to discriminate in hiring and employment on the basis of race, color, religion, national origin, sex, disability, age, military status, genetic information, or other protected class status in accordance with all applicable federal, state, and local laws.
$28k-36k yearly est. 60d+ ago
Private Client Banker - Greenleaf - Elkhart, IN
JPMC
Finance service representative job in Elkhart, IN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience infinancialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$34k-68k yearly est. Auto-Apply 5d ago
Part Time Associate Banker Valparaiso Chesterton, Michigan City, IN (30 Hours)
Jpmorganchase 4.8
Finance service representative job in Chesterton, IN
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.
$19k-38k yearly est. Auto-Apply 2d ago
Business Banker
Angott Search Group
Finance service representative job in Elkhart, IN
Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an experienced Business Banker for their Elkhart, Indiana location. This role is focused on growing and managing a commercial banking portfolio of $15-$25MM.
Key Responsibilities:
Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products.
Develop new business opportunities by expanding the client base and promoting bank services.
Assess credit risks and recommend risk mitigation strategies.
Effectively manage and document client relationships and commitments.
Ensure compliance with bank policies, legal requirements, and complete necessary training.
Qualifications:
Minimum of 3 years in commercial banking as a credit analyst or underwriter (preferred).
Bachelor's degree in business, economics, or finance (preferred).
Proven relationship-building skills and strong communication abilities.
Proficiency in Microsoft Word and Excel; knowledge of treasury services products.
Customer-focused with the ability to multitask in a fast-paced environment.
$39k-69k yearly est. 60d+ ago
Market Relationship Banker
Old National Bank 4.4
Finance service representative job in South Bend, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through servicein a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Member Experience Representative
CFX 3.6
Finance service representative job in Mishawaka, IN
CFX Member Experience Representative
CFX prides itself on being different from the typical expensive and intimidating gym center; we offer a comfortable workout environment, state-of-the-art equipment, and total convenience - for less!
Build a rewarding career while helping others achieve their fitness goals! CFX exists to provide our communities the very best value in fitness, in the quickest and most convenient way possible. We our dedicated to providing our members a place to experience a healthy lifestyle through support of our dedicated, knowledgeable staff, quality equipment, and a clean, comfortable atmosphere.
The Member Experience Representative is the first and last point of contact when members enter and leave the facility. They are responsible for greeting all members, checking-in members, answering questions, cleaning, and assisting managers with selling memberships.
What we offer:
Free gym membership and employee discounts
Motivating team atmosphere and support system
Significant company growth and advancement opportunities
Responsibilities:
Greet all members
Assist with sale transactions
Convey information to members and/or direct the situation to the appropriate person.
Sign in members accurately
Add and update information in specialized software programs
Keep the front desk area organized and neat
Assist with maintenance of facility
Arrange equipment, weights or mats appropriately
Maintenance and stock restrooms as necessary
Maintain a high level of customer service when greeting members and answer questions knowledgeably
Dress appropriately based on CFX standards
Salary Description $8.25 to $14.00 per hour
$8.3-14 hourly 60d+ ago
Financial Aid Services Specialist
Saint Mary's College (In 3.8
Finance service representative job in Notre Dame, IN
The Financial Aid Services Specialist has the first responsibility for welcoming visitors to the Office of Financial Aid, answering general department phone calls and emails, and coordinating the financial aid application and process flow, manages office supplies, and supervises the financial aid student employees.
The Financial Aid Services Specialist will monitor the aid application and awarding processing flow and communicates with current and prospective students and parents regarding the aid application process, status of aid processing, next steps required and understanding aid information. This position is the main contact in the Office of Financial Aid for student employment questions from campus supervisors.
The Financial Aid Services Specialist trains and supervises the office's student employees, and will run reports, generates emails and mails appropriate correspondence, including letters such as Missing Pieces letter, SAP letters, special mailing, etc
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities and requirements
.
Minimum Qualifications
Graduation from high school or an equivalent combination of education and experience.
At least two years of prior experience of a qualifying nature.
The ability to type at a rate of 60 wpm.
One-year prior experience in using a personal computer.
One-year prior experience working with spreadsheets, databases, mail merges, report generation.
Excellent communication and customer service skills, both verbal and written.
The ability to organize and prioritize a variety of competing job responsibilities.
Comfort in talking to individuals about their personal financial issues while maintaining the guidelines of FERPA privacy.
The ability to project a positive public image.
Preferred Qualifications
Prior working experience infinancial aid or an understanding of financial aid principles.
Schedule
40 Hours/ 12 Months/ Monday - Friday 8:00am - 5:00pm
$45k-56k yearly est. Auto-Apply 46d ago
Associate Small Business Banker
Centier Bank 4.0
Finance service representative job in Valparaiso, IN
Starting Pay Rate is Based on Experience - Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: None
Summary: This position is designed for associates who have recently completed an undergraduate degree or associates with some banking experience. The position offers a comprehensive training program that provides exposure to credit analysis and sales development. The Associate Business Banker will work closely with the Business Banking team to review Small Business loan applications, complete credit analysis, monitor lending portfolio, identify lending opportunities, and develop a knowledge of Business lending products including SBA loans. They will gain a strong understanding of the SBA program requirements and be able to accurately present credit structure, collateral, and financial information. Additionally, they will work to develop essential sales skills and understand how to effectively communicate with Business clients to meet their banking needs. It is expected that this individual will have the opportunity to choose a career path in credit or in sales.
Essential Duties and Responsibilities:
Provide the highest level of quality service to the Business Bankers and the Retail Relationship Managers. Review loan applications submitted, communicating any deficiencies in a friendly, positive, professional manner, where turnaround time is essential.
Compile, examine and evaluate the financial viability of a credit request pursuant to the analysis of financial statements. Prepare, organize, and submit financial data into the Credit Quest Scoring System. Analysis may encompass evaluations of commercial and industrial credits, SBA loan opportunities, as well as commercial real estate properties.
Establish rapport with the Business Bankers, Retail Relationship Managers, and Business Banking AAs. Associate will exhibit an understanding of credit and work closely with and advise the Business Bankers on how to enhance the credit structure of their credit request.
Develop an understanding and proficiency of SBA loan products and offerings. This person will be asked to gather and submit appropriate SBA documentation and establish a quality working relationship with SBA personnel.
Identify opportunities to expand the Bank/Client relationships.
Prepare analysis and loan packages for loans requiring submission to the U.S. Small Business Administration when appropriate.
Prepare monthly / quarterly reports for presentation to Senior Management and the Board of Directors. May include small business loan exceptions and portfolio data.
Help monitor all technical exceptions associated with the Small Business loan portfolio and provide monthly exception reports as directed.
Attend seminars, classes, or other educational opportunities to stay informed regarding changes, product offerings, and best practices pertaining to Business and SBA lending.
Knowledge, Skills, and Abilities:
Strong organizational skills and attention to detail.
Basic understanding of accounting procedures.
Strong working knowledge of personal computer and software programs (Microsoft Excel, Microsoft Word, CSI, and Loan Scoring Systems (i.e. Credit Quest, etc.).
Limited travel may be required.
Minimum Qualifications:
Bachelor's degree or associate degree in accounting or finance preferred.
Will consider equivalent experience in accounting/finance or credit analysis knowledge with another financial institution if no degree.
6 months to 2 years of professional experience.
What do I do now?
Apply with us!
Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************.
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure 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.
Member FDIC
$19 hourly Auto-Apply 60d+ ago
Customer Service Representative(Account Management)
Precoat Metals 4.4
Finance service representative job in Portage, IN
Since 1961, Precoat Metals (**************** has been setting the standards in the coil coatings industry worldwide. We are committed to this level of quality in both our product line and customer service, and focus our resources on investigating and implementing new coil coating technologies, developing unique coatings, ink and film systems, and designing multifaceted prints while reducing the cycle time to market. We are able to achieve this "culture of excellence" thru the hard work and talent of the people on our team.
Job Description
Your previous customer service/account management experience in a fast paced environment makes you the perfect candidate to fill our open position. You will be based at our Portage, IN facility and will work cooperatively with customers & members of the production and distribution team to grow existing customers, support new customers and meet or exceed monthly sales quotas at the appropriate gross margin while increasing customer satisfaction.
In addition to being the representative of our customer and their advocate, you will:
Generate new & repeat sales by providing product and technical information in a timely manner
Determine customer requirements and expectations in order to recommend specific products and solutions
Present price, credit and terms in accordance with standard procedures and customers' profitability profiles
Accurately process customer transactions such as orders, quotes or returns
Provide accurate information regarding scheduling and availability of items
Obtain and provide accurate information relating to shipment dates and expected date of delivery
Proactively recommend items needed by customers to increase customer satisfaction and improve transaction profitability
Increase sales and average order size by means of cross-selling, up-selling, add-on sales
Educate customers about terminology, features and benefits of products in order to improve product related sales and customer satisfaction
Monitor scheduled shipment dates to ensure timely delivery and expedite as needed
Contact customers following sales to ensure ongoing customer satisfaction and resolve any complaint
Remain current on consumer preferences, changes in local codes and product developments
Setup and maintain customer files
Identify trends in customer satisfaction or dissatisfaction
Manage time effectively, meet personal goals and work effectively with other members of the team
Maintain proficiency in using personal computer, data entry terminal and other common office equipment and software
Follow company policies and procedures
Present a professional image at all times to customers and vendors
Conduct ongoing customer needs, analysis, research of customer requirements through first party resources.
Complete contact activity reports
Assist in sales projects like price increases etc.
Qualifications
You will bring your High School diploma or equivalent and 2-5 years of customer service or inside sales experience, preferably in an industrial setting along with being a highly motivated self-starter who is articulate, persistent & outgoing with a professional demeanor to the team. In addition to:
Must be able to work in a team-oriented, fast-paced, sales environment
Provide track record of consistently achieving or exceeding goals
Proficient to advanced computer skills with Microsoft applications, Word, Excel and Outlook
Superior customer service & selling skills.
Superb communication and interpersonal skills
Strong organizational skills with the ability to prioritize & multi-task
Detailed oriented & able to work independently
Customer focused with exceptional telephone sales ability
Additional Information
We are an Equal Opportunity Employer. M/F/Disabled/Veterans
Precoat Metals is a Drug Free Workplace
We are an Equal Opportunity Employer.
Precoat Metals is a Drug Free Workplace
$30k-36k yearly est. 28d ago
Part Time Associate Banker NW Indiana East (20 hours) Michigan City, IN
JPMC
Finance service representative job in Michigan City, IN
We have a passion 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
$35k-76k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker Valparaiso Chesterton, Michigan City, IN (30 Hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in Chesterton, IN
JobID: 210628963 JobSchedule: Part time JobShift: Variable : 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.
$19k-38k yearly est. Auto-Apply 2d ago
Member Experience Representative
CFX 3.6
Finance service representative job in Mishawaka, IN
Job DescriptionDescription:
CFX Member Experience Representative
CFX prides itself on being different from the typical expensive and intimidating gym center; we offer a comfortable workout environment, state-of-the-art equipment, and total convenience - for less!
Build a rewarding career while helping others achieve their fitness goals! CFX exists to provide our communities the very best value in fitness, in the quickest and most convenient way possible. We our dedicated to providing our members a place to experience a healthy lifestyle through support of our dedicated, knowledgeable staff, quality equipment, and a clean, comfortable atmosphere.
The Member Experience Representative is the first and last point of contact when members enter and leave the facility. They are responsible for greeting all members, checking-in members, answering questions, cleaning, and assisting managers with selling memberships.
What we offer:
Free gym membership and employee discounts
Motivating team atmosphere and support system
Significant company growth and advancement opportunities
Responsibilities:
Greet all members
Assist with sale transactions
Convey information to members and/or direct the situation to the appropriate person.
Sign in members accurately
Add and update information in specialized software programs
Keep the front desk area organized and neat
Assist with maintenance of facility
Arrange equipment, weights or mats appropriately
Maintenance and stock restrooms as necessary
Maintain a high level of customer service when greeting members and answer questions knowledgeably
Dress appropriately based on CFX standards
Requirements:
$19k-26k yearly est. 31d ago
Business Banker
Angott Search Group
Finance service representative job in Valparaiso, IN
Angott Search Group is proud to partner witha respected and relationship-driven financial institution, in the search for a Business Banker to serve clients across Northwest Indiana.
This is an excellent opportunity for an experienced commercial lender with strong credit skills who thrives on building relationships with local businesses and helping them achieve their financial goals.
Key Responsibilities:
Develop and manage a portfolio of business and commercial banking relationships
Originate and structure commercial loans with sound credit analysis
Deliver customized banking solutions, including deposits, treasury, and lending services
Partner with internal teams to ensure exceptional client experience
Actively engage in community and business development efforts
Qualifications:
3+ years of commercial or business banking experience
Strong credit analysis and financial structuring skills
Proven business development and relationship management abilities
Bachelor's degree in Business, Finance, or related field preferred
$39k-68k yearly est. 60d+ ago
Relationship Banker
Old National Bank 4.4
Finance service representative job in Warsaw, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through servicein a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
$17 hourly Auto-Apply 22d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in South Bend, IN?
The average finance service representative in South Bend, IN earns between $25,000 and $61,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in South Bend, IN