Finance service representative jobs in Tinley Park, IL - 2,057 jobs
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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Chicago, IL
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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$114k-215k yearly est. 2d ago
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Customer Service Officer
Alphabe Insight Inc.
Finance service representative job in Chicago, IL
Beloform Craft is a forward-thinking organization dedicated to developing future leaders through structured training, hands-on experience, and strategic exposure to core business operations. We believe in cultivating talent from within, empowering individuals with the tools, mentorship, and professional environment needed to grow into confident and capable management professionals.
Job Description
We are seeking a dedicated and professional Customer Service Officer to serve as a primary point of contact for our clients. This role focuses on ensuring clear communication, efficient issue resolution, and a consistently high standard of service. The ideal candidate will contribute to building long-term client relationships while supporting internal operations with accuracy and professionalism.
Responsibilities
Serve as the main liaison between the company and its clients
Respond to inquiries and provide accurate information regarding services and processes
Handle customer requests and concerns with professionalism and discretion
Maintain organized records of interactions and follow-ups
Coordinate with internal teams to ensure timely and effective solutions
Uphold company standards for service quality and communication
Qualifications
Strong verbal and written communication skills
Professional demeanor with a client-focused mindset
Ability to manage multiple tasks efficiently in a fast-paced environment
High level of organization and attention to detail
Proficiency in basic computer systems and office tools
Strong problem-solving and decision-making abilities
Additional Information
Competitive salary ($45,000 - $48,000 per year)
Growth opportunities within a structured and supportive environment
Skill development and ongoing professional training
Stable and professional workplace culture
Full-time position with consistent schedule
$45k-48k yearly 1d ago
IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Finance service representative job in Chicago, IL
A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation.
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$38k-51k yearly est. 22h ago
Junior Events Trader
Fionics
Finance service representative job in Chicago, IL
Junior Events Trader | CME Event Markets | Ground Floor Opportunity
Dubai, Brazil, US, UK, France, Japan, Germany, Italy
The Opportunity
A successful US-based market making firm is launching a pioneering desk focused on event markets trading via CME-one of only a handful of firms with access to 7-day Event Markets (similar to Kalshi and Polymarket, but through regulated exchanges).
They're building a team of 5 junior traders to establish a first-mover advantage in this emerging space.
Why This Role Is Different
This isn't your standard trading position. You're joining at the absolute ground floor of what could become a significant new market, or you're part of an experiment that doesn't pan out. Either way, you'll know within 12 months.
If you're someone who:
Gets energized by prediction markets and event-driven trading
Wants equity-like upside without waiting years to prove yourself
Prefers being a pioneer over joining an established desk
Can handle uncertainty in exchange for asymmetric opportunity
...this could be the role you've been looking for.
Compensation
Year 1: $60-120K USD guaranteed base
Year 2+: If the desk succeeds, expect multiples of your base as the market scales
What We're Looking For
Interest in event markets, prediction markets, or unique trading opportunities
Willingness to take calculated career risk for outsized reward
Work authorization in one of the listed locations
Analytical mindset and quick learner mentality
Apply now for a confidential discussion
$60k-120k yearly 22h ago
Bank Specialist
Archdiocese of Chicago 4.2
Finance service representative job in Chicago, IL
The Archdiocese of Chicago, the third largest in the United States, serves more than 2.2 million Catholics in 216 parishes in Cook County and Lake County, a geographic area of 1,411 square miles. The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 13,000 employees in its systems and ministries, including Catholic Charities, the region's largest nonprofit social service agency. The Archdiocese also has one of the country's largest seminaries. The Archdiocese's 150+ elementary and secondary schools comprise one of the largest U.S. private school systems. Its schools have received 96 U.S. Department of Education Blue Ribbon Awards.
Position Summary
Facilitate the daily responsibilities and functions of the Archdiocesan Bank as they relate to serving the Archdiocese of Chicago's Parishes, Schools and Agencies. Primary areas focus on the management of the capital project process, stock/mutual fund transfers, and processing daily activity for the internal bank of Parish FinancialServices (PFS) and treasury related transactions for the Pastoral Center (APC). Provide cross-coverage for investment associate's duties.
Responsibilities
Enter capital projects in Lawson, process the construction payments for parishes and resolve discrepancies as they arise
Identify stock donations by donor/stock and process credits to appropriate recipients
Enter wire/ACHs for the PFS and APC; create check payments and positive pay files
Handle various banking issues related to deposit
and withdrawal requests
Backing up Investment Associate to include:
Process investment transactions including coordinating all documents for completion & execution by entering transactions in custodian's system as well as
coordinate related accounting and bank entries as needed
Work on special projects as they arise
Qualifications
Required:
College bachelor's degree in business or equivalent combination of education and professional experience
1 to 3 years of related work experience in banking or a business' financial department
Strong customer service & communication skills
Works well in a team environment and with tight deadlines
The Archdiocese of Chicago offers a comprehensive total rewards package to include competitive compensation and benefit programs. Information about our benefit programs is available here.
This position has a salary range of $58,662.80 - $70,000. An employee's pay within the salary range will be based on many factors including but not limited to: relevant education, qualifications, experience, skills, geographic location, and organizational needs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$58.7k-70k yearly 1d ago
Customer Equipment Services Representative
Ardagh Group
Finance service representative job in Chicago, IL
Purpose of the Job:
Ensure Customer Satisfaction is achieved by delivery of exceptional equipment service
Key Accountabilities:
Provide Ardagh's customers with an expert, professional resource for resolution of mechanical problems related to can double seam equipment
Ensure customers, as a double seam authority, run Ardagh's products within established guidelines for optimal double seam performance.
Assist Ardagh's customers in establishing programs in the repair and maintenance of double seam equipment
Act as a resource for Ardagh for qualification of Ardagh material and in resolution of field problems.
Knowledge/Skills/Experience:
Associate degree, trade school or significant experience in the field at a minimum
Strong mechanical skills and ability to work through complex problems
Strong communication skills that span various levels of management both with customers and Ardagh
Self-starter with initiative, integrity and an ability to develop relationships with customer personnel
Basic computer skills
Ardagh Metal Packaging is a leading global supplier of sustainable, infinitely recyclable metal beverage cans to brand owners. A subsidiary of sustainable packaging business Ardagh Group and a leading industry metal packaging company, Ardagh Metal Packaging employs more than 6,300 people across Europe, North America and Brazil, with sales of approximately $4.7 billion.
Ardagh Metal Packaging believes that the success of our business depends on the success of our people. We strive to create working environments where our employees feel valued and can work to their full potential. We offer exciting and rewarding opportunities for talented and creative people. If you have ambition and want to make an impact with your career, come and join our team - you'll enjoy the journey!
Ardagh Metal Packaging - North America has been and will continue to be an equal opportunity employer. All employment decisions are made without regard to sex, gender (including pregnancy, childbirth, breast feeding, and related conditions), sexual orientation, gender identity, gender expression, race, creed, religion (including religious dress and grooming), color, national origin, ancestry (including association, affiliation, or participation with persons or activities related to national origin, English-proficiency or accent, or immigration status), physical or mental disability, medical condition, genetic information, marital or domestic partner status, age, veteran or military status or any other basis prohibited by federal, state, or local law. Discrimination against any employee or applicant based on any of these factors is prohibited.
The anticipated base annual salary range for this role is between $83,000 and $124,600 per year. This role is bonus eligible. The bonus incentive program is based on company meeting or exceeding targets. Please note that the salary range provided is a good faith estimate and is only applicable for roles that are based out of Illinois. The final salary will be determined after considering relevant factors, including, but not limited to, a candidate's qualifications, experience, and work location, where appropriate.
Ardagh Metal Packaging also offer a comprehensive benefits program including medical, prescription, dental and vision coverage with an opportunity to earn a medical/prescription premium reduction by completing a qualified wellness activity. The Company also offers a 401(k) Plan. Ardagh Metal Packaging benefits may be amended at any time.
Nearest Major Market: Chicago
$29k-38k yearly est. 1d ago
Customer Service Representative - State Farm Agent Team Member
Adam Garcia-State Farm Agent
Finance service representative job in Chicago, IL
Benefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has been proudly serving the community since October 2017. We currently have four full-time team members and are excited to welcome a fifth. We believe in creating a positive and balanced workplace where people feel supported and appreciated.
We offer two office outings each year (summer and holiday), 8 paid holidays, and 15 days of PTO/sick time with some rollover options. Team members also benefit from a Pre-Tax Health Expense Reimbursement program and a Simple IRA with employer match after two years. Plus, we keep the office stocked with snacks and drinks tailored to everyone's preferences. Conveniently located in Lincoln Square and Albany Park, we're steps away from the Western bus stop and Brown Line for an easy commute.
I'm a graduate of the University of Iowa and have been with State Farm for over 11 years. As a longtime Chicago resident and proud dad of two boys, I love being part of this community. We partner with local organizations like Waters Elementary, the Lincoln Square Ravenswood Chamber of Commerce, and the North River Commission to give back and stay connected.
If you're looking to join a team that values community, work-life balance, and a supportive environment, this could be the perfect place for you.
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Adam Garcia - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$29k-38k yearly est. 1d ago
Customer Service Representative - State Farm Agent Team Member
Andrea Aslanides-State Farm Agent
Finance service representative job in Chicago, IL
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financialservice products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$29k-38k yearly est. 1d ago
Customer Service Representative
Accede Solutions Inc.
Finance service representative job in Chicago, IL
The Customer ServiceRepresentative (CSR) handles incoming calls regarding scheduling of paratransit eligibility services. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Answers customer calls and inputs all customer information using acomputerized scheduling system; enters new customer information or changes into the system
Receives customer complaints
Answers questions, and provides information about services
Resolves customer inquiries relating to transportation
Communicates resolution to customers
Clearly and accurately documents issues
Maintains a clean and well-organized work area
Represents Mobility Options in a professional manner to our service partners, and the community
Other duties as required/assigned
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
High school diploma or equivalent, such as GED, required
One or more years of Customer Service experience preferred
Must be able to work shifts, or flexible work schedules as needed
Ability to read, understand, interpret, and explain transit system operating rules,regulations, policies, phases and routes
Ability to communicate via telephone with clear speech and a pleasant phone manner.
Must possess excellent verbal communication skills
Ability to work as a member of a team
Must be computer literate and proficient in the use of Microsoft Office
Must be able to interact and communicate with diverse clients
Must be able to demonstrate poise, tactfulness, and diplomacy and have a high level of interpersonal skills to handle sensitive and confidential situations
Must undergo a pre-employment drug test once offered a position
Must be willing to undergo a criminal and employment background check once offered a position
Travel requirement (as a percent):
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to work shifts or flexible work schedules as needed.
85% of work is accomplished indoors and in air conditioned or well-ventilated facilities.
Work is accomplished in an office or in a cubicle space equipped with a
telephone and computer.
The employee is generally subjected to long periods spent sitting, typing, orlooking at a computer screen.
Employee may periodically need to travel locally.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to sit for long periods;use hands and fingers to type, manipulate, handle or feel; and talk and hear. The employee is frequently required to reach with hands and arms. The employee isoccasionally required to stand, walk, balance, and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally list and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to focus; long periods are spent looking at a computer. 100% of work is accomplished indoors and in air conditioned or well-ventilated facilities. Work is accomplished in an office or in a cubicle space equipped with a telephone and computer.
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$29k-38k yearly est. 1d ago
Customer Service (China Southern Airlines)
Alliance Ground International, LLC 4.3
Finance service representative job in Chicago, IL
Convey shipping instructions to the customer services counter. Retrieve import documents and deliver export documents to and from aircraft. Accept cargo in accordance with applicable TSA, FAA, Government and Air Carrier rules and regulations. Accept Customer Service, Airline, Security, Service, Retail, Health
$30k-38k yearly est. 1d ago
U.S. Associate - Financial Services
Lek 4.2
Finance service representative job in Chicago, IL
Boston, Chicago, New York, San Francisco
U.S. Associate - FinancialServices
L.E.K. Consulting's FinancialServices Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in FinancialServices and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement.
Company Description
L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com.
Job Description
If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a FinancialServices (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role.
While casework varies every day, FS Associates' primary responsibilities typically include:
Conducting primary and secondary research on clients' markets, customers, and competitors
Performing rigorous analysis to drive insights and actionable recommendations
Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact
L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms.
In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance.
Click here for more on the Associate experience at L.E.K.
Why L.E.K.?
Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients.
Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen.
Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more.
International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program.
Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development.
Qualifications and Experience Needed
A bachelor's degree from a renowned school with outstanding academic achievement
Exceptional analytical and problem‑solving skills
Strong verbal and written communication skills
Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment
Enthusiasm, resilience, and a desire to continuously learn and grow
L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits.
Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization.
L.E.K Consulting is an Equal Opportunity Employer.
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$95k yearly 1d ago
Customer Service Representative
North Bridge Staffing Group
Finance service representative job in Chicago, IL
Exciting new Customer ServiceRepresentative opening with a well-established Non-profit Organization located in the River North neighborhood.
Hybrid schedule, 2/3-days a week in office.
Temporary: ASAP - 3 months
$20-$22/hour based on experience
Job description
We are looking for a customer-oriented servicerepresentative. A customer servicerepresentative will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Responsibilities
Make outbound membership renewal calls
Inbound calls
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Skills
Proven customer support experience or experience as a client servicerepresentative
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Schedule
Monday-Friday, 8:30am-5pm
$20-22 hourly 22h ago
Bank Specialist
Archdiocese of Chicago, Office of Catholic Schools
Finance service representative job in Chicago, IL
The Archdiocese of Chicago, the third largest in the United States, serves more than 2.2 million Catholics in 216 parishes in Cook County and Lake County, a geographic area of 1,411 square miles. The Archdiocese, pastored by Cardinal Blase J. Cupich, has more than 13,000 employees in its systems and ministries, including Catholic Charities, the region's largest nonprofit social service agency. The Archdiocese also has one of the country's largest seminaries. The Archdiocese's 150+ elementary and secondary schools comprise one of the largest U.S. private school systems. Its schools have received 96 U.S. Department of Education Blue Ribbon Awards.
Position Summary
Facilitate the daily responsibilities and functions of the Archdiocesan Bank as they relate to serving the Archdiocese of Chicago's Parishes, Schools and Agencies. Primary areas focus on the management of the capital project process, stock/mutual fund transfers, and processing daily activity for the internal bank of Parish FinancialServices (PFS) and treasury related transactions for the Pastoral Center (APC). Provide cross-coverage for investment associate's duties.
Responsibilities
Enter capital projects in Lawson, process the construction payments for parishes and resolve discrepancies as they arise
Identify stock donations by donor/stock and process credits to appropriate recipients
Enter wire/ACHs for the PFS and APC; create check payments and positive pay files
Handle various banking issues related to deposit
and withdrawal requests
* Backing up Investment Associate to include:
Process investment transactions including coordinating all documents for completion & execution by entering transactions in custodian's system as well as
coordinate related accounting and bank entries as needed
* Work on special projects as they arise
Qualifications
Required:
College bachelor's degree in business or equivalent combination of education and professional experience
1 to 3 years of related work experience in banking or a business' financial department
Strong customer service & communication skills
Works well in a team environment and with tight deadlines
The Archdiocese of Chicago offers a comprehensive total rewards package to include competitive compensation and benefit programs. Information about our benefit programs is available here.
This position has a salary range of $58,662.80 - $70,000. An employee's pay within the salary range will be based on many factors including but not limited to: relevant education, qualifications, experience, skills, geographic location, and organizational needs.
$58.7k-70k yearly 1d ago
Customer Service Representative
Connect Search, LLC 4.1
Finance service representative job in Naperville, IL
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
$30k-37k yearly est. 3d ago
Client Service/Account Representative
The Chicago Hire Company
Finance service representative job in Chicago, IL
Are you experienced in stellar customer service and have exposure to the automotive industry? Our client provides payment plans for customers purchasing vehicle service contracts from car dealers across the U.S. and Canada. We are looking for someone who will go above and beyond to delight our customers and dealers by empathizing with their unique situations and communicating clearly, both verbally and in writing. This person will effectively and calmly diffuse difficult situations, consistently demonstrate attention to detail, and strive to improve our internal processes. 2-3 years of similar call center/customer support experience (ideally in Automotive or Finance) &
Fluency in French is preferred.
This is a full time, in-office role, Monday through Friday. If you're ready to contribute to a dedicated team and enhance customer experiences, we'd love to hear from you!
RESPONSIBILITIES:
Handle customer calls regarding general inquiries, invoices, payments, and other questions.
Use the company's web system to identify, research, and resolve customer issues.
Promptly process new business and manage one or more administrator accounts.
Collaborate with the team to meet mid-month and end-of-month deadlines.
Establish and maintain strong relationships with administrators and dealers through effective communication.
QUALIFICATIONS:
MUST HAVE: 2-3 years of experience in a call center/customer support position. Automotive/Finance industry preferred (during school or post-grad).
Fluency in speaking and writing French highly preferred
Polished, professional, and motivated
Great organization and written/verbal communication abilities to solve inter-departmental problems.
Patient and self-motivated, can work and explain financial information to customers
$29k-42k yearly est. 4d ago
Customer Service Representative
Patient's Choice Medical
Finance service representative job in Rolling Meadows, IL
Patient's Choice, a DME - Durable Medical Equipment company, specializes in wheelchair and mobility products. We are looking for a new member of our team to support our Sales Staff out in the Field. The company was founded in 2007 in Rolling Meadows, IL and is a leader in the Durable Medical Equipment Industry. This is a full-time employment position with great benefit package.
We are looking for someone that has some background and/or aptitude to learn Medicare and Medicaid Policy as it relates to the Home Medical Equipment market. This individual would support the Sales Reps in the field along with Customer Service.
Responsibilities
Full-time Position - comes with full Benefits Package + Incentives
Aptitude to multi task and have a highly self-disciplined work ethic
Must be highly organized, focused, and motivated to work in our "Rolling Meadows " office -working with our own Sales Representatives in their process of working referrals to making the delivery and helping our patients improve their mobility needs.
Due to Medicare / Medicaid Policy changing frequently is critical to stay relevant.
Require individual to be an excellent communicator.
Activities includes phone calls to/from our patients, assist with scheduling deliveries, & support the paperwork workflow.
Work in a collaborative environment where we learn and apply as a team.
Qualifications and Compensation
EXPERIENCE & EDUCATION
Some College Preferred or Experience with Administrative Tasks
COMPENSATION
Salary is commensurate with experience
Medical and Dental - (Full Time)
401K - Company Matching (Full Time)
FSA - Flexible Spending Account (Full Time)
Vacation and Holidays (Full Time)
PC Gains - Profit Sharing
We look forward to meeting serious candidates that have the aptitude to continue to learn. Please submit resume and references if you feel you would be a good match for this position.
Best regards,
Patient's Choice Management
$29k-38k yearly est. 3d ago
SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Chicago, IL
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financialservices experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$41k-70k yearly est. 2d ago
Banker
Associated Bank-Corp 4.6
Finance service representative job in Glenview, IL
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of customer-facing sales and/or service experience
Preferred
Experience in banking, financialservices, or retail sales
Why You'll Love Working Here
At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 2d ago
Relationship Banker
Old National Bank 4.4
Finance service representative job in Morris, IL
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18996 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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$17 hourly 2d ago
Customer Service Representative
Alphabe Insight Inc.
Finance service representative job in Chicago, IL
About Us At Signal Tru Brand, we are dedicated to delivering innovative brand strategies and exceptional client experiences. Headquartered in Chicago, IL, our company thrives on creativity, integrity, and excellence. Our team values collaboration, professionalism, and continuous growth, making Signal Tru Brand an ideal place to build a fulfilling career.
Job Description
We are currently seeking a reliable and detail-oriented Customer ServiceRepresentative to join our team in Chicago. The ideal candidate will be responsible for managing customer inquiries, providing product and service information, and resolving issues efficiently. This role requires strong communication skills and a genuine commitment to providing an excellent customer experience.
Responsibilities
Handle incoming customer calls and emails in a professional and timely manner
Provide accurate information regarding products and services
Resolve customer complaints with patience and a problem-solving attitude
Maintain and update customer records in the database
Collaborate with internal teams to address and follow up on customer concerns
Ensure a high level of customer satisfaction through effective service
Qualifications
Qualifications
High school diploma or equivalent; associate or bachelor's degree is a plus
Previous experience in a customer service or support role preferred
Strong communication and interpersonal skills
Ability to multitask and manage time effectively
Proficiency in Microsoft Office and data entry systems
A positive attitude and a strong work ethic
Additional Information
Benefits
Competitive salary based on experience
Growth opportunities within the company
On-the-job training and skills development
Supportive and collaborative team environment
Paid time off and company holidays
$29k-38k yearly est. 1d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Tinley Park, IL?
The average finance service representative in Tinley Park, IL earns between $24,000 and $56,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Tinley Park, IL
$37,000
What are the biggest employers of Finance Service Representatives in Tinley Park, IL?
The biggest employers of Finance Service Representatives in Tinley Park, IL are: