Finance service representative jobs in South Jordan, UT - 1,357 jobs
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American Cruise Lines 4.4
Finance service representative job in Sandy, UT
American Cruise Lines, the nation's largest operator of luxury river and coastal cruises, is seeking a passionate and customer-focused Customer ServiceRepresentative to join our growing team. This exciting opportunity allows you to become an integral part of delivering exceptional service to our valued passengers on their unforgettable journeys. As a leading provider of luxury small-ship cruising across 35 U.S. states, American Cruise Lines offers unparalleled experiences for both our guests and employees. At American Cruise Lines, we are driven by our values-Optimism, Commitment, Patriotism, and Merit. These values shape our culture, our service, and our people, guiding us as we work together to
Share America's Story on the Finest American Ships.
Schedule and Benefits:
Work Location: This position is based in Sandy, UT, and requires the ability to work on-site.
Schedule: Must be able to work 5 days a week, with 8-hour shifts, including weekend availability.
Benefits: American Cruise Lines offers a comprehensive benefits package that includes medical/dental insurance and a 401(k),
Responsibilities:
First Point of Contact: Provide exceptional customer service by assisting new and returning passengers before, during, and after their cruises.
Personalized Service: Coordinate and fulfill special requests, ensuring every guest's needs are met with care and attention.
Sales & Reservation Support: Assist with ongoing sales operations, manage reservations, and help guide guests through booking processes and payment systems.
Customer Issue Resolution: Handle guest inquiries and concerns with empathy, professionalism, and prompt solutions, ensuring customer satisfaction at all times.
Adhere to Policies: Uphold American Cruise Lines' policies and procedures to ensure smooth operations and exceptional service.
Team Collaboration: Work closely with team members to ensure a seamless customer experience and share knowledge to enhance team performance.
Qualifications:
Customer Service Expertise: Proven experience in phone-based customer service, with a commitment to providing top-tier support.
Strong Communication Skills: Excellent verbal and written communication abilities, with a focus on clarity and professionalism.
Attention to Detail: Ability to manage multiple tasks simultaneously in a fast-paced, dynamic environment.
Tech-Savvy: Strong computer skills, including proficiency in Microsoft Word, Excel, and Outlook, with experience in data entry and reservations management.
Organizational Skills: Highly organized, with the ability to prioritize tasks and manage time effectively.
Confidentiality: Ability to handle sensitive guest information with the utmost professionalism and confidentiality.
Passion for Travel: A genuine passion for the travel industry and providing outstanding service to travelers.
Who We're Looking For: If you are someone who thrives in a dynamic, customer-focused environment and has a passion for the travel and cruise industry, we want to hear from you! As a Customer ServiceRepresentative at American Cruise Lines, you will be at the heart of delivering luxury cruise experiences that exceed expectations. Why Join American Cruise Lines?
At American Cruise Lines, our people are the driving force behind our success. As the nation's leader in U.S. river cruising, we're experiencing rapid growth - and we're investing in top talent to grow with us. When you join our team, you'll find a dynamic work environment that values innovation, collaboration, and excellence, with real opportunities to build your career and make an impact.
$31k-36k yearly est. 60d+ ago
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Banking, Financial services
Sonsoft 3.7
Finance service representative job in Salt Lake City, UT
Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services.
Job Description
• At least 2 years of experience in translating functional/non-functional requirements to system requirements.
• At least 4 years in Software development life cycle.
• At least 2 years of experience in Capital Markets domain.
• Fundamental understanding of a RDBMS is required( DB2/ Sybase)
• Strong experience in Core Java, Unix
• Experience with Hibernate, Spring IOC( v3) and Spring MVC
• Ability to work in team environment and client interfacing skills.
• Ability to work in a diverse/ multiple stakeholder environment
• Strong Analytical skills
• Experience and desire to work in a Global delivery environment
• Experience building RESTFul web-services, HTML5/JS User Interfaces
• Experience of developing front end using JSP and Javascript or AngularJS is an added advantage
• Exposure to Eclipse / IntelliJ IDEA as the IDE for development.
• Knowledge of TDD (test driven development).
• User must have worked on one of the Unix or Linux systems before and must have clear understanding of Maven
• Understanding of SVN . Understanding of Git is and added advantage.
• Prior experience with a CI (continuous integration) tool like Jenkins or Teamcity.
• Prior experience with one of the API's( JUnit) for unit testing is mandatory.
Qualifications
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 4 years of experience within the Information Technologies.
Additional Information
** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time.
This is a Full-Time / Permanent job opportunity.
• ••
• Only US Citizen, Green Card Holder can apply.
.
** All your information will be kept confidential according to EEO guidelines.
$76k-119k yearly est. 60d+ ago
Part Time Associate Banker Salt Lake South (30 hours)
JPMC
Finance service representative job in Lehi, UT
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.
$32k-66k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Roy, UT
Benefits:
Bonus based on performance
Opportunity for advancement
Paid time off
FASTSIGNS #360301 is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer ServiceRepresentative 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 ServiceRepresentative:
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: $18.00 - $24.00 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.
$18-24 hourly Auto-Apply 3d ago
Sales/Finance Representative- Hot Leads
Lease End
Finance service representative job in Lehi, UT
Lease End is revolutionizing the auto leasing industry and is rapidly growing across the nation! Our Vision is to be the only loved end of lease experience in the nation! Weve created a way for someone who has leased a vehicle to finalize that lease from the comfort of their home, instead of dealing with the headache of the car dealership! Last year we were on the Inc 5000 list for fastest growing companies in the nation! Our standards are simple: stay customer focused, get 1% better daily, keep it lean, have fun, and get the job done!
Job Description:
If youre a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call the customer, review their approval, sell them additional products (VSC & GAP Insurance), and get all documentation signed!
Benefits:
Consistent schedule
Competitive pay structure with uncapped commissions
Exciting incentives to recognize your hard work
Ongoing training and opportunities for career advancement
Joining a reputable brand with a success focused team
Responsibilities:
Take approved credit applications and convert them into Lease End Customers
Follow guidelines within our software to get the correct documents signed
Be detail oriented so all paperwork is completed properly
Ensure the customer has a 5-star sales experience using our services
Requirements:
Work in office at our Lehi location 5 days a week
Ability to properly help the customer understand the benefits of purchasing VSC and Gap insurance with the purchase of their vehicle
Ability to adapt to the customers needs
Demonstrated professionalism and strong interpersonal skills.
Proven ability to be metrics and results driven!
Why Join Us?At Lease End, we foster an environment that values growth, excellence, and team satisfaction. If youre ready to improve your life and work hard, join Lease End. We value employee growth and excellence in all we do.To apply, please submit your application below, and well be in touch soon.
Job Type:Full-time
Pay: Commission averaging $6,000 - $15,000 ++ per month
$52k-82k yearly est. 4d ago
Part-time Member Service Representative
Deseret First Credit Union 3.6
Finance service representative job in South Jordan, UT
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you: * 12 paid holidays * A positive atmosphere and co-workers who truly care * Benefits, perks, and discounts worth a double-take
* Competitive compensation
* Enjoyable activities and wellness initiatives
The schedule is Monday-Friday from 1:00-6:00, as well as rotating Saturdays from 9:00-2:00.
We delight in taking excellent care of our members. Here is how you can help us accomplish that...
We are looking for people who love people. We are in the people business helping individuals with their financial needs!
Are you driven by a purpose?
Do you have energy, passion, and enthusiasm for your work and enjoy helping others?
Can you do common things in an uncommon way?
Are you proactive and like to solve problems by thinking outside the box? Can you show empathy and concern for a member's frustrations and partner with them to resolve their questions?
Are you relentless in your pursuit of delivering an exceptional member experience?
Are you comfortable in a financial environment, and do you have the aptitude to discuss and recommend financial products and solutions to a member?
In summary, we are looking for friendly, enthusiastic, and professional people who enjoy serving. We will teach you everything else you need to know!
Here are some opportunities to look forward to when working at Deseret First...
* Opening new accounts and providing support and guidance with lending opportunities
* Educating on and proposing credit union products and services that provide solutions to member's financial needs.
* Accurately and efficiently processing members' financial transactions, including transferring money to member accounts, posting transactions, and maintaining member records.
* Owning the member experience in the branch for each member interaction to provide the best possible "Deseret First experience".
* Consistently looking for opportunities to build the branch business through member referrals, community involvement, and increasing members' wallet share of Deseret First products and services.
Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability veteran status, pregnancy, sexual orientation or any other characteristic protected by law.
Requirements
Salary
Finance service representative job in Salt Lake City, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a FinancialServicesRepresentative to guide customers on their financial journey. As a FinancialServicesRepresentative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the FinancialServicesRepresentative (Bilingual Preferred) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18- $19.75
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of FinancialServices Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$18-19.8 hourly Auto-Apply 60d+ ago
Financial Service Representative (Teller)
Cyprus Credit Union 3.7
Finance service representative job in West Jordan, UT
Join Our Team as a Part-Time Member ServiceRepresentative (Teller) for Our Southern Branches!
Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine!
At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer:
Competitive pay with opportunities for bonuses and incentives.
A bilingual pay increase for English/Spanish speakers.
Comprehensive benefits, including health, dental, vision, life insurance, and more.
Retirement savings plans like 401k.
Generous PTO from day one, with additional time off for your birthday and volunteer work.
Tuition reimbursement for ongoing education and professional development.
A vibrant, inclusive environment focused on community impact and sustainability.
It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2025!
What Makes Working at Cyprus Special? As a Member ServiceRepresentative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact.
What You'll Do:
Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities.
Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations.
Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future.
Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being.
Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience.
Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support.
Your Skills & Experience:
Education: A high school diploma or equivalent (or work release papers).
Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members.
Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals.
Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success.
Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation.
Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment.
Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives.
Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge!
Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community,
apply today
!
$24k-32k yearly est. 2d ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Finance service representative job in Salt Lake City, UT
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
$17.8-24.7 hourly Auto-Apply 5d ago
Entry-Level Financial Representative
Cambridge Financial Network
Finance service representative job in South Jordan, UT
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as FinancialServicesRepresentatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Utilize marketing tools and resources to grow your client base.
Work with clients to assess financial needs and develop personalized strategies.
Provide guidance on insurance, investments, and retirement planning.
Engage in structured coaching, mentorship, and training programs.
Qualifications:
Self-motivated, coachable, and driven to succeed.
Excellent communication and relationship-building abilities.
No prior financial experience is required, and comprehensive training is included.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financialservices while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$24k-36k yearly est. 21d ago
Part Time Associate Banker Salt Lake South (30 hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in Orem, UT
JobID: 210628832 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.
$21k-36k yearly est. Auto-Apply 4d ago
Customer Service Representative
Copart 4.8
Finance service representative job in Magna, UT
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Customer ServiceRepresentative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned.
Required Skills and Experience:
* One year of office support experience in a customer service role preferred
* High School diploma
* Excellent customer service skills and attitude
* Excellent written and verbal skills
* Proficient with office equipment
* Attention to detail
* Problem-solving
* Computer proficiency - MS Suite
* Typing speed 45WPM
* Professional appearance
* Ability to multi-task in a fast-paced environment
* Bilingual skills a plus
* Occasional overtime as needed
Pay $18.00 - $20.29 per hour
Benefits Summary:
* Medical/Dental/Vision
* 401k plus a company match
* ESPP - Employee Stock Purchase Plan
* EAP - Employee Assistance Program (no cost to you)
* Vacation & Sick pay
* Paid Company Holidays
* Life and AD&D Insurance
* Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
* E-verify Participation
* Right to Work
$18-20.3 hourly Auto-Apply 10d ago
Accounting Services Representative
Centuri Group 3.7
Finance service representative job in Centerville, UT
Who We Are Connecting People to Possibility As a publicly traded company (NYSE: CTRI) with $2.6 billion in revenue, Centuri leads the way in utility infrastructure across North America. What sets us apart is our local agility, resources to scale, and comprehensive solutions for a dynamic energy market.
Whether in the field or providing essential behind the scenes support, Centuri offers professional growth opportunities where you can thrive and make a difference. Join a culture where safety, sustainability, and teamwork come first, with training and benefits that truly care for your well-being.
Reporting to the Accounting Services Manager, you will support the office and accounting services team by providing clerical accounting functions for accounts payable, accounts receivable, customer work management, vendors, payroll and time entry, purchasing cards, and expense reports.
What You'll Do
* Assist with processing financial/clerical office functions such as A/P, A/R, payroll, timesheets, etc
* Ensure all financial transactions are correctly classified by specific accounting codes
* Check figures, postings and financial reports for accuracy
* Communicate and confirm information with the appropriate business leaders
* Research and resolve issues with aged, unbilled and unapplied receivables
* Create weekly invoices; Assist with audit requests
* Serve as primary contact for construction vendors
* Establish new vendors and ensure proper insurance and contract management requirements are met for subcontractors
* Review vendor/supplier statements to ensure no past due items exist and resolve any issues
* Identify unusual transactions to be resolved by a supervisor
* Cross train and work with team members as needed with daily workflow
* Perform other responsibilities as requested by leadership
What You'll Have
* High School Diploma or equivalent
* 2+ years of administrative/accounting work or construction industry experience
* Strong knowledge of accounting procedures for accounts receivables, accounts payable and payroll
What You'll Get
* Benefit Package including Medical, Dental and Vision Coverage
* 401K w/ Company Match
* Voluntary Life & AD&D Insurance and Short-Term and Long-Term Disability
* Vacation/Sick Time and Paid Holidays
* Potential Bonus Opportunities
* Career Development Opportunities
* Employee Discounts
* Weekly Payroll
Work Environment
* Work is performed in a typical indoor office environment
* Flexibility to work various schedules and stay late when necessary with little or no notice
* Must be able to read documents, use a computer, communicate verbally and in writing
* Mobility required within an office, warehouse and construction site environments
* Ability to occasionally lift up to 20 pounds
Legal Stuff
* Pass pre-employment, random, post-accident, and reasonable suspicion drug screens
* Provide valid US work authorization documents for E-Verify
* Satisfactory results of pre-employment background check results
Diversity, Equity & Inclusion Commitment
This is subject to change at any time. It reflects management's assignment of essential functions, and does not exclude or restrict the tasks that may be assigned. Centuri and its subsidiary companies will provide equal employment opportunities to all applicants without regard to an applicant's race, color, religion, sexual orientation, gender identity, genetic information, national origin, age, veteran status, disability, or any other status protected by federal, state or local law. Centuri will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a test or job interview) if so requested.
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Centuri Group and our subsidiaries we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles!
Nearest Major Market: Salt Lake City
$26k-36k yearly est. 14d ago
Service Associate - Night
EŌS Fitness 3.9
Finance service representative job in Orem, UT
EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness' Core Purpose is to create loyal, lifelong fans and exercise practitioners. To achieve this purpose, our Core Values are: Take Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Our Overnight Service Associate reports directly to the Operations Manager and is responsible for providing a welcoming, professional, and helpful experience to all members. Beyond greeting and directing members, guests, and staff upon entry, they serve as representatives of our gym's commitment to exceptional service. The Overnight Service Associate will handle member inquiries and requests, offering knowledgeable assistance, and ensuring every individual feels valued and supported in their fitness journey. While these responsibilities encompass a broad spectrum, our Overnight Associate's remains flexible and adaptive to the evolving needs of our gym, with duties subject to change under the discretion of management.
Position Purpose: Be a great host, the members best source of information and create a fun atmosphere for members, guests and staff.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Responsibilities:
Greet members and guests with a friendly and professional attitude
Provide information about gym services, programs, and membership options.
Address member inquiries, concerns, and complaints promptly and professionally.
Check-in members and guests using the gym's management system.
Oversee and manage check-in alerts and notifications.
Ensure the front desk area is clean, organized, and stocked with necessary supplies.
Process payments for memberships, classes, and retail items.
Follow safety protocols and procedures to ensure the well-being of all gym members and staff.
Monitor and manage inventory levels for coolers, beverages, and bar items, as well as track sales performance.
Complete gym walks to rack weights, pick up trash, and complete bathroom and locker room checks.
Qualifications:
Previous experience in customer service or front desk role.
Experience or strong interest in the fitness industry is a plus
Excellent interpersonal skills with a customer-focused attitude.
Ability to multitask and handle a fast-paced environment.
Proficiency in MS Office and familiarity with gym management software.
Strong organizational and problem-solving skills.
Must be able to work overnight hours - 10pm - 6am but may vary on business needs.
And, of course, someone who embraces our Core Values!
Requirements:
CPR certification required within 30 days of hire.
Must attend all mandatory company trainings withing 30 days of employment.
Follow all current company policies and standard operating procedures, which may be updated or changed over time.
Ability to work in a gym setting; move about club floors and rooms; communicate with employees, members, and the public
Ability to bend routinely and repetitively to lift more than 40 lbs.
Ability to access and operate company computer systems in order to prepare documents, enter data, and read reports from database or email system.
Hourly Pay Range
$13 - $14 USD
Benefits and Perks:
A highly energetic and collaborative team.
A management team that cares about your professional development.
Free membership for you and plus one family member.
Discounted Personal Training, and merchandise - including supplements.
Employee referral program.
Daily Pay offered - access your funds before payday.
Competitive pay plus vacation, holiday, and sick pay.*
Group Health, dental, vision, Supplemental Life, Employee Assistant Program and even Pet Insurance are offered!*
401(k) + Company matching!*
Personal education growth options with Sophia Learning.
* Based on eligibility of tenure and full-time vs. part-time employment.
EōS Fitness is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender identity, sexual orientation, national origin, age, disability, or any other legally protected status.
To view more information on our CCPA policy, click HERE.
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EōS Fitness participates in the government eVerify program.
Please review the details of this program by clicking here
.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the Recruiting Help Line at ********************************* or by calling ************. To check on the status of your application, please visit the Greenhouse Candidate Portal at my.greenhouse.com for updates.
$13-14 hourly Auto-Apply 12d ago
Bilingual Member Service Representative (Bank Teller)
Granite Credit Union
Finance service representative job in South Jordan, UT
Granite Credit Union is looking to hire a full-time Bilingual Universal Bank Teller (Member ServiceRepresentative) with a can-do attitude to work at various locations in Salt Lake County. Are you an experienced and outgoing customer service professional who is looking for a career and not just a job? Are you ready to love your job? Would you like to work for an established but growing local company in an essential industry? If so, please read on!
This full-time Teller position starts at a competitive wage based on experience. You would also be eligible for fantastic benefits, including major paid holidays (including your birthday), a great 401K plan where the company contributes to all employees and matches your contribution, opportunities to volunteer at local school districts, tuition assistance, discounted loan rates, lifestyle wellness reimbursement (reimbursement for things to relax you, from video games to camping gear), and a savings product that has a much higher interest rate for employees only. If this sounds like the right opportunity for you, apply today!
ABOUT GRANITE CREDIT UNION
Since 1935, we've been serving as a reliable financialservice for our community. We were founded by teachers and like teachers, we try to ask the right question to get our members the right answers. We are part of our members' financial success and we take pride in that our members look to us as financial experts. We work hard every day to meet their expectations and give quality services.
Our team is filled with professionals who bring the attitude, skills, and smiles that get things done. For our amazing team, we offer classic benefits, but also try to maintain our relaxed and happy work environment. We are like a family and we are always willing to help each other as well as provide opportunities for growth and advancement. We're looking for more to join the team!
A DAY IN THE LIFE OF A Member ServiceRepresentative
As a Member ServiceRepresentative for Granite Credit Union, you are responsible for providing a variety of paying and receiving functions. This includes processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. You balance each day's transactions and verify cash totals. With great attention to detail, you perform other specific assigned side-jobs and assist other Bank Tellers with a variety of duties. You will quickly learn to open new accounts and consult with clients on loan applications. You punctually attend meetings, interact with clients, and keep your workspace clean and organized. You use your customer service skills and ensure members are promptly and professionally served, as well as make sure their information is secure and confidential. You feel great every day, seeing how much you help clients with their finances!
QUALIFICATIONS FOR A Member ServiceRepresentative
High School Diploma or equivalent
Cash handling experience preferred
Bilingual proficiency in English and Spanish is preferred
Good math skills
Customer service skills
Do you have excellent communication and interpersonal skills? Can you solve issues for all kinds of clients with professionalism and patience? Are you organized and detail-oriented? Can you manage your time well and prioritize multiple tasks effectively? If so, then you might just be perfect for this customer service position!
READY TO JOIN OUR FINANCIAL TEAM?
We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that you would be right for this credit union job in an essential industry, complete our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Granite Federal Credit Union is an Affirmative Action/Equal Opportunity Employer, including individuals with disabilities and veterans. Upon request, reasonable accommodations to the application and/or interview process will be provided.
$26k-34k yearly est. 5d ago
Banker
Quality Talent Group
Finance service representative job in Springville, UT
Job Description
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financialservices, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financialservices employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$29k-53k yearly est. 12d ago
Member Services Representative
Fitton Clubs
Finance service representative job in Salt Lake City, UT
Replies within 24 hours
MEMBER SERVICESREPRESENTATIVE - JOB DESCRIPTION
FLSA Status: Non-Exempt (Hourly)
Reports to: General Manager
Special Requirements:
Must be able to obtain and maintain CPR/AED Certification within time frames required by company and maintain physical ability to perform CPR/AED in the event of a medical emergency.
Must obtain Tanning Certification within time frame required by company.
SUMMARY DESCRIPTION
The Member ServicesRepresentative be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answering phones in a friendly manner and assist callers with a variety of questions.
Checking members into the system.
New member sign-up.
Taking prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Perform cleaning duties as required to maintain neatness and cleanliness of the club
Must be able to obtain and maintain CPR/AED Certification within time frames required by company and maintain physical ability to perform CPR/AED in the event of a medical emergency
Must obtain Tanning Certification within time frame required by company.
QUALIFICATIONS / REQUIREMENTS
Exceptional customer service skills; ability to interact in a positive and professional way with members and co-workers, exceeding the members expectations.
Must be able to obtain and maintain CPR/AED Certification within time frames required by company and maintain physical ability to perform CPR/AED in the event of a medical emergency.
Must obtain Tanning Certification within time frame required by company.
A passion for fitness and health
Upbeat, professional and positive attitude
Punctuality and reliability and must.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
Hard working, enthusiastic and energetic
High school diploma/GED equivalent required.
Must be 18 years of age or older
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
ENVIRONMENT: Work is performed in an indoor environment; exposure to noise, dust, mechanical and electrical hazards, and cleaning chemicals.
PHYSICAL: Primary functions require sufficient physical ability and mobility to walk and stand, for prolonged periods of time; to frequently stoop, bend, kneel, crouch, crawl, climb, reach, twist, grasp, and make repetitive hand movement in the performance of daily duties; occasionally to lift, carry, push, and/or pull moderate amount of weight (up to 50lbs); and to verbally communicate in person or on the phone to exchange information. Must maintain physical ability to administer CPR in the event of medical emergency.
Vision: See in the normal visual range with or without correction. Hearing: Hear in the normal audio range with or without correction.
Compensation: 10.00 - 10.50
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$26k-34k yearly est. Auto-Apply 60d+ ago
Business Banker (LO) Orem, UT
W.F. Young 3.5
Finance service representative job in Orem, UT
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices 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 financialservices 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 Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with 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:
Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of financialservices, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financialservices consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
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
Experience mentoring and peer-coaching others
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires LO registration at the time of employment. Wells Fargo will initiate the LO 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.
Location: 140 W 800 N., OREM, UT 84057
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
14 Feb 2026
*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.
$60k-79k yearly est. Auto-Apply 5d ago
Business Banker (LO) Orem, UT
Wells Fargo 4.6
Finance service representative job in Orem, UT
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices 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 financialservices 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 Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with 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:
* Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
* Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
* Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
* Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
* Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
* Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
* This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of financialservices, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 2+ years of in-branch business banking experience
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Experience using strong business acumen to provide financialservices consultation to business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
* Customer service focus with experience handling complex transactions across multiple systems
* 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
* Experience mentoring and peer-coaching others
Job Expectations:
* This position is not eligible for Visa sponsorship.
* This position requires LO registration at the time of employment. Wells Fargo will initiate the LO 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.
Location: 140 W 800 N., OREM, UT 84057
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
14 Feb 2026
* 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.
$32k-54k yearly est. 4d ago
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Courts Coasters
Finance service representative job in Park City, UT
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Job Drug Screening Disclaimer
[Your Company Name] is committed to maintaining a safe and healthy work environment for all employees and ensuring the safety and well-being of our clients and customers. To achieve this goal, we have implemented a drug-free workplace policy that includes pre-employment drug screening. All job offers are contingent upon the successful completion of a drug test and background check.
Drug Screening Policy:
Pre-Employment Testing: All candidates who receive a conditional offer of employment will be required to undergo a drug test. The drug test will be conducted in accordance with applicable laws and regulations and will screen for the presence of illegal drugs and controlled substances.
Legal Substance Use: We recognize that some substances may be legally prescribed or used under the supervision of a licensed healthcare professional. If you are using prescription medications or legal substances, it is your responsibility to disclose this information to the testing facility and provide appropriate documentation if necessary.
Confidentiality: The results of the drug test will be kept confidential and will only be shared with individuals who need the information to make employment decisions. [Your Company Name] will not share this information with unauthorized parties.
Withdrawal of Job Offer: A positive drug test result, refusal to take the test, or tampering with the test will result in the withdrawal of the job offer. If a job offer is withdrawn due to a positive drug test result, the candidate will not be eligible for employment with [Your Company Name] for a period of time specified in our policy.
By accepting a job offer from [Your Company Name], you consent to undergo drug testing and understand the implications of the drug screening process. We appreciate your cooperation and understanding regarding our commitment to maintaining a drug-free workplace.
Thank you for your interest in joining [Your Company Name].
$29k-37k yearly est. 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in South Jordan, UT?
The average finance service representative in South Jordan, UT earns between $22,000 and $42,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in South Jordan, UT
$30,000
What are the biggest employers of Finance Service Representatives in South Jordan, UT?
The biggest employers of Finance Service Representatives in South Jordan, UT are: