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  • Customer Service Representative

    Connect Search, LLC 4.1company rating

    Finance service representative job in Milwaukee, WI

    Hours: 8:00am - 4:30pm, Monday-Friday Compensation: $19-22/hour Benefits: For eligible employees, Medical, Dental, & Vision Insurance available and 401(k) This role serves as a primary point of contact for customers while supporting daily customer service operations. The position is responsible for processing customer orders, identifying customer needs, providing product information and suggestions, and assisting with the resolution of customer issues. This role plays an important part in delivering a professional, responsive customer experience in a fast-paced, in-office environment. Key Responsibilities Process customer orders received by phone, email, fax, or mail Interpret customer requirements by checking product availability, providing specifications, and recommending appropriate products Introduce new or alternative products when applicable using proactive selling techniques Respond to customer inquiries and resolve issues Follow up with customers regarding order status and resolution Negotiate and process resolutions Provide assistance and price quotes and complete required documentation to place orders into production Required Skills & Experience 3+ years of recent high-volume call center experience Ability to calculate discounts and percentages and apply basic algebra concepts
    $19-22 hourly 2d ago
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  • Customer Service Representative

    Spectrum Staffing Services/Hrstaffers Inc.

    Finance service representative job in Elm Grove, WI

    This full-time Customer Service Representative role supports daily production and customer needs within a reconditioning and manufacturing environment. The position plays a key role in coordinating customer orders, processing production documentation, and ensuring smooth communication between customers, sales, and operational teams. This role offers hands-on exposure to manufacturing operations, customer interaction, and cross-functional collaboration. RESPONSIBILITIES Serve as a primary point of contact for customers by responding to calls, emails, and written inquiries regarding pricing, lead times, order status, and product questions. Create, enter, and maintain customer purchase orders, sales orders, and production orders while ensuring data accuracy within internal systems. Prepare quotes, confirmations, and order updates while supporting sales initiatives, expediting requests, and customer follow-ups. Process reconditioning documentation including routing, sorting, output tracking, and preparation of production paperwork with required instructions. Coordinate order flow and priorities with production teams and leadership to meet customer delivery expectations. Support shipping and order completion activities by reconciling quantities, closing orders, preparing delivery paperwork, and maintaining organized records. Receive, unpack, sort, and identify incoming customer tools and materials for processing. Assist with account maintenance, system updates, inspections, returns, credits, and data corrections as directed. Provide administrative and operational support to leadership to ensure daily production and customer service goals are met. Develop and maintain working knowledge of products, services, and reconditioning capabilities. QUALIFICATIONS Previous experience in customer service, order processing, or administrative support within a manufacturing or industrial environment preferred. Strong communication skills with the ability to professionally interact with customers and internal teams. High attention to detail and accuracy when managing orders, documentation, and system data. Ability to prioritize tasks, manage multiple requests, and work effectively in a fast-paced environment. Proficiency with basic computer systems and order management or ERP platforms is a plus. BENEFITS Full-time, day-shift schedule providing work-life balance. Opportunity to gain experience in manufacturing operations and production coordination. Collaborative team environment with exposure to multiple departments. Stable role within an established organization offering long-term growth potential. Hands-on involvement in processes that directly impact customer satisfaction and operational success.
    $29k-38k yearly est. 5d ago
  • Customer Service Representative

    Graff 3.6company rating

    Finance service representative job in Oak Creek, WI

    GRAFF, a division of Meridian International Group, is an Oak Creek, Wisconsin area-based global manufacturer and distributor of high-end, luxury kitchen and bath faucets, fixtures, and accessory products. We are currently seeking a talented Customer Service Representative to join our growing team and provide a high level of professional customer service. The successful candidate will have a minimum of 3 years of professional customer service experience in a manufacturing or distribution operation. This position entails order entry in our ERP system as well as answering incoming calls for customer inquiries, from order status, product information to order placement. The Customer Service Representative will be adept at multi-tasking in a fast-paced environment with exceptional communication skills. This is an on-site position. Key Duties and Job Responsibilities: Provide superior customer service to both internal and external customers via phone and email. Answer high phone call volume to respond to customer requests and provide resolution to customer concerns. Prepare, review, process and accurately enter a high volume of sales orders. Support field sales staff including Regional Managers and Manufacturer's Sales Reps. Administrative support activities, as needed, including issuing product returns and credits and special projects. Provide applicable basic technical support regarding product and application questions. Performs other related duties as assigned. Knowledge, Skills, and Abilities: A strong customer focus and approach with outstanding customer service skills. The ability to multi-task and time management skills in a fast-paced environment. Detail orientation and accuracy in the administration of customer accounts and data. Proficient technology and computer skills including Microsoft Office, particularly Excel and Outlook, and CRM or ERP software systems for order entry. Interpersonal skills to relate to customers and address their concerns diplomatically. Exceptional follow-up and organizational practices to best serve customers' needs. Education and Work Experienced Desired: Bachelor's degree or equivalent related combination of professional experience and education/training desired. Three years of professional customer service experience in a manufacturing or distribution setting is required GRAFF offers a comprehensive employee benefits package available including medical, dental, and vision insurance, both company paid and voluntary supplemental life insurance, short and long-term disability insurance, PTO (Paid Time Off), and a 401k plan with a company match. If this opportunity sounds like a career fit for you, we would love to hear from you. Please send your resume and starting salary requirements for immediate consideration for the Customer Service Representative role. Please visit our websites for additional information regarding our growing organization and team: ********************* and ********************
    $29k-37k yearly est. 2d ago
  • Customer Service Representative

    Teksystems 4.4company rating

    Finance service representative job in Greenfield, WI

    *Job Title: Customer Service Representative**Job Description*As a Customer Service Representative, you will play a critical role in entering sales orders, verifying insurance information, and ensuring proper documentation is filed for billing purposes. You will also review documentation to ensure accurate completion of prescriptions and qualifying supporting chart notes necessary for billing, and follow up with physicians when required. The role includes direct client interaction, OTC sales of soft goods and accessories, dispensing orders billed to insurance for medical equipment and soft goods, and providing patient instructions on all items dispensed. Additional tasks include unpacking shipments, assembling equipment, and data entry of patient demographics. *Responsibilities* * Enter sales orders accurately and efficiently. * Verify insurance information and ensure documentation is complete for billing. * Review and follow up on documentation to ensure accurate completion of prescriptions. * Engage in direct client interaction and OTC sales of soft goods and accessories. * Dispense orders billed to insurance for medical equipment and provide patient instruction. * Unpack shipments and perform basic assembly of equipment. * Accurately enter patient demographic data. * Participate in an on-call rotation, approximately three to four days per month, including holidays. *Essential Skills* * Exemplary interpersonal skills. * Experience in customer service. * Accurate and proficient data entry skills, must pass a keyboard/typing test. * Dependability and punctuality. *Additional Skills & Qualifications* * Experience in equipment sales and order entry. * Familiarity with DME sales and insurance verification. * Ability to lift up to 35 pounds. *Why Work Here?*Join a dynamic team where you can make a significant impact in a busy and multi-tasking environment. Benefit from a structured schedule that allows for planning and flexibility, as well as opportunities for growth and professional development. *Work Environment*Working hours are Monday to Friday, 8:30 AM to 5:00 PM, with an on-call rotation after training. This position involves a fast-paced and busy environment, requiring multitasking, equipment sales, and patient instruction. Employees are encouraged to plan their on-call duties quarterly, allowing for a good work-life balance. *Job Type & Location*This is a Contract to Hire position based out of Greenfield, WI. *Pay and Benefits*The pay range for this position is $20.00 - $20.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Greenfield,WI. *Application Deadline*This position is anticipated to close on Jan 23, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $20-20 hourly 7d ago
  • Member Service Representative (Full-Time) - USN Recruit Command

    Navy Federal Credit Union 4.7company rating

    Finance service representative job in North Chicago, IL

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3301 Indiana St MCPON Hall, Building 1313, Great Lakes, Illinois 60088 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $32k-39k yearly est. 3d ago
  • Banker (Spanish Bilingual Preferred)

    Associated Bank-Corp 4.6company rating

    Finance service representative job in Kenosha, WI

    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, financial services, 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 3d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Finance service representative job in Zion, IL

    Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18676 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 Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Note: This location has a strong need for someone to be bilingual with Spanish being preferred. 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! Need help finding the right job? We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
    $17 hourly 3d ago
  • Customer Service Representative

    Premium Waters 4.3company rating

    Finance service representative job in New Berlin, WI

    Premium Waters, Inc. is a bottled water company focused on providing quality products for our customers while being a positive partner in communities in which we operate. If you want to be a part of a growing organization committed to inclusion, development and quality in everything we do, come join our New Berlin Customer Service Team! M-F Daytime Schedule. Our safe, family-friendly work atmosphere will support you and your career goals as we serve each other and our customers with a safe, healthy water product. As a valued team member, you will enjoy: • Competitive compensation • Comprehensive offering of benefits which include medical, dental, vision, life insurance, STD and LTD. A very rich paid time off program, paid parental leave, 401k with match, educational reimbursement, a very robust wellness program and opportunities for volunteerism.• Stability - Premium Waters is a financially sound organization that has grown through acquisition and continued reinvestment in the organization. If you have the following, Premium Waters wants to hear from you: High School or GED, plus 2 years related customer service experience Excellent oral/written communication skills General Accounting/Accounts Relievable experience Ability to multi-task and strong attention to detail Microsoft Office Proficiency Very adaptable - responds effectively to changes in situation or information All new hires must pass a physical exam, background check and drug test. All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.
    $30k-36k yearly est. Auto-Apply 8d ago
  • Dispatch & Customer Service Representative

    Ozinga 4.3company rating

    Finance service representative job in Franklin, WI

    Overview Salary: $51,000 - $64,000 Annually Summary: The Dispatch & Customer Service Representative is primarily responsible for coordinating the timely delivery of concrete from plant locations to job sites according to customer requests and expectations while using the most efficient and cost-effective processes possible. This position involves computerized dispatching of company trucks and tendering of loads to outside trucking companies. Principal Duties and Responsibilities: Customer Service: • Receives customer order from order taker or telephone call • Effectively communicates with customer for information to determine proper quantity, mix, delivery time and job site location for each order. Also makes note of any special or unusual customer requests • Suggests value-added products to customers to enhance product performance based on the nature of the customer's job • Enters the customer order timely, accurately, and completely into the dispatch system • Advises customer of any potential issues/concerns regarding product order such as load limits, scheduling conflicts, vehicle weight limitations, etc. Dispatching: • Schedules mixer trucks to ensure maximum utilization and efficiency while meeting the needs and expectations of customers • Generates accurate and complete delivery tickets to the plant manager in a timely manner • Communicates with mixer drivers, plant managers, production managers and operations manager on a frequent and regular basis to avoid or address issues, concerns, or problems • Monitors mixer truck status on a constant basis to ensure customer satisfaction and maximum equipment and labor utilization • Works closely with operations to ensure drivers are in compliance with local, state and federal DOT guidelines and regulations • Works closely with remote dispatch offices to move equipment and people to meet customer demands. • Attends sales meetings to get/give information regarding scheduling of plants and equipment to meet customer needs • Adjusts dispatch schedule as needed to reflect current and accurate information • Communicates with plant manager daily to advise of mixer driver start and finish times Global Responsibilities: • Regular attendance and physical presence at the office or jobsite is an essential function of this position, this would not apply if specifically hired to work remotely • This job may require additional duties not listed above and the employee may be asked to perform those duties to meet business needs Qualifications: Education/Specialized Knowledge/Professional Certifications: • High School Diploma or equivalent required • Knowledge of geographic area where dispatching is strongly preferred Experience: • Minimum three years of work experience required with construction or concrete industry experience preferred • Experience working with personal computer Skills/Abilities: • Demonstrated ability to work with basic mathematics to include addition, subtraction, multiplication, and division (including fractions) • Must be able to read, write, speak, and understand English • Ability to read and interpret maps and directions • Effective oral and written communication skills • Ability to handle multiple competing tasks • Ability to work independently and with minimal supervision Working Conditions: • Professional environment within a climate-controlled office environment • Extended eye exposure to CRT screen • Long hours may be required as business deems necessary • Possible early morning start times according to the season or weather demands • Customer contact may result in stressful situations Physical Requirements: • Extensive radio and phone communication • Extended periods of sitting in chair, occasional standing, bending, kneeling, stooping, reaching, grabbing, and pulling • Frequent use of fingers, wrists, and hands to enter data using a keyboard • Occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus Benefits Information At Ozinga, we care about the well-being of our team members both in and out of the workplace. That's why we're proud to offer a comprehensive benefits package designed to support your health, financial security, and overall quality of life. Our benefits include: • Medical, Dental, and Vision Insurance - Protecting your health and providing peace of mind. • Retirement Plan Options - Helping you build a secure future. • Voluntary Benefits - Helping you to cover unexpected expenses. • Work-Life Balance - Supporting flexibility so you can thrive in every area of your life. • Employee Assistance Program - Offering confidential support for personal and professional challenges. • Wellness Program - Promoting a healthy lifestyle through resources and incentives. We believe that when our co-workers feel their best, they can do their best. Join us and experience the difference of working for a company that values you! Ozinga is an Equal Opportunity Employer. We consider applications for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, sexual orientation, citizenship status, genetic information, or any other legally protected status.
    $51k-64k yearly Auto-Apply 7d ago
  • Customer Service Representative - State Farm Agent Team Member

    Laura Ashley-State Farm Agent 4.0company rating

    Finance service representative job in Milwaukee, WI

    Job DescriptionBenefits: Licensing paid by agency Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Laura Ashley - 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-37k yearly est. 16d ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Milwaukee, WI

    Position Description: This position is responsible for sales activities from lead generation through the project management process. Develop and implement agreed upon Sales and Marketing Plan which will meet both personal and business goals of expanding customer base in the marketing area. Work with the center's management and support teams for the achievement of customer satisfaction and revenue generation. Core Responsibilities: Serve as first point of contact for walk-in, email, E-commerce and telephone customers. Understand the sales process enough to consult with customers to determine project needs and solutions. Follow up on new leads and referrals resulting from telephone, marketing and email activity. Delegate customers that require site surveys to either Outside Sales person or installer Prepare estimates and establish/maintain estimate follow-up procedures. Enter work orders and manage project from the beginning to completion Contact customers within 3-5 days or order pick-up/delivery to confirm customer satisfaction. Identify and resolve customer satisfaction issues. Communicate with customers on order status and changes the production schedule. Develop annual sales plan with Franchisee or Center Manager, detailing activities to follow during the fiscal year. Demonstrate the ability to carry on a business conversation with customers and decision makers. Consultatively sell and make recommendations to prospects and clients using various products and Brand Standards. Identify sales prospects and contact these using a “drill down” and “share of wallet” concept. Develop and maintain a database of qualified leads through referrals, telephone canvassing, direct mail and email. Develop a complete understanding of pricing and proposal models. Maintain an attractive retail environment (clean, organized and functional). Support center Franchisee or center manager as needed with reports, close-out, invoices, and daily, weekly and monthly paperwork. Assist in the implementation of company marketing plans as needed. Adhere to all company policies, procedures and business ethics codes. Assist in collection of account receivables. Daily account reconciliation Compensation: Hourly pay plus monthly production bonus Simple IRA Health Insurance Compensation: $14.00 - $20.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $14-20 hourly Auto-Apply 60d+ ago
  • Banker Associate, Emerging Middle Market - Associate

    JPMC

    Finance service representative job in Milwaukee, WI

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $38k-80k yearly est. Auto-Apply 60d+ ago
  • Customer Service Rep - Waukegan 1st shift

    Akzo Nobel N.V 4.7company rating

    Finance service representative job in Waukegan, IL

    About AkzoNobel Since 1792, we've been supplying the innovative paints and coatings that help to color people's lives and protect what matters most. Our world class portfolio of brands - including Dulux, International, Sikkens and Interpon - is trusted by customers around the globe. We're active in more than 150 countries and use our expertise to sustain and enhance the fabric of everyday life. Because we believe every surface is an opportunity. It's what you'd expect from a pioneering and long-established paints company that's dedicated to providing sustainable solutions and preserving the best of what we have today - while creating an even better tomorrow. Let's paint the future together. For more information please visit ***************** 2024 Akzo Nobel N.V. All rights reserved. Job Purpose * To ensure that adequate resources/processes reside in customer services geared towards highly professional interactions with customers associated with order processing, complaint registration, general management and information requirements. * Acts as a consultant to Customers regarding, products and specifications available and supports Orders to Cash practices for Aerospace. * Supports sales targets for the Americas by coordinating with internal and external sales related programs and services. * Ensures AkzoNobel Customer Service Department is seen by Customers as best in class for the Aerospace Market Segment. Key Responsibilities * Processes order receipts efficiently, prioritizing timely order processing and outstanding customer interactions and relationships. Registers and processes customer orders in the ERP system received via electronic mail, phone or through other contact parties with the customer. Ensures order processing is handled correctly in full, and within guidelines. * Supports the order to cash process and collaborates with third party collection agency to resolve collection issues with customers. * Initiates and tracks PMMT (new product set up and color) requests. Escalates PMMT's as required and follows up on urgent requirements * Raises issues in delivery and/or invoice process with concerned parties * Tracks status of orders and expedites through the system when necessary by coordinating with Planners and Logistics. * Acts as first level contact with customer for answers to questions and in attempting to resolve complaints. * Finds solutions for customer needs (e.g. additional and/or alternative products) through advanced customer, market, product and specification knowledge. * Provides price quotations to direct accounts and for non-standard pricing within 24-48hours * Enters customer complaints. Coordinates resolution and initiates credits or RMA's when applicable. * Initiate, and investigate, corrective actions and determine root cause on any Customer Service-related issues. Resolves complaints appropriately through RMA or credit process. Initiates necessary changes to CS processes to reduce/eliminate CS caused complaints. * Support enhancements to training programs for customer service-related process by offering suggestions to CS Manager. * Supports the training of new Customer Service team members * Completes registering / filing / archiving of customer service-related documentation in SAP. * Assures cooperation between customer service and field force regarding administration of customers' orders. * Allocating products for shipments * Adheres to all applicable corporate as well as site policies/procedures with regards to personal conduct/HS&E standards and acts in compliance with all regulations. * Runs open order reports * Delivers custom information on high profile accounts as required Job Requirements * Knowledge & Work Experience - Paints & Coatings industry or any B2B Specified Products industry Environment. * 4-5 years of work experience in customer services and/or sales support. * Strong proficiency in the use of SAP or similar ERP systems * Associate's or bachelor's degree preferred. * Skills - Excellent customer service orientation, stakeholder management, communication and presentation, conflict management, commercial and business acumen, basic understanding of financial concepts related to sales and customer services * Microsoft: Excel, Words, Power point is a plus Compensation & Benefits Compensation for this role $22.00/hour 401K retirement savings with 6% company match Medical insurance with HSA Dental, Vision, Life, AD&D benefits Generous vacation, sick and holiday pay Short & Long term disability Paid Parental leave after 1 year Career growth opportunities Active Diversity & Inclusion Networks Employee referral bonus Employee appreciation days Competencies Accepting Direction Accepting Responsibility Acquiring Information At AkzoNobel we are highly committed to ensuring an inclusive and respectful workplace where all employees can be their best self. We strive to embrace diversity in a context of tolerance. Our talent acquisition process plays an integral part in this journey, as setting the foundations for a diverse environment. For this reason we train and educate on the implications of our Unconscious Bias in order for our TA and hiring managers to be mindful of them and take corrective actions when applicable. In our organization, all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or disability. Requisition ID: 51081 #LI-CH3
    $22 hourly 2d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Milwaukee, WI

    Application Deadline: 02/26/2026 Address: 2745 N Dr Martin LutherKing Dr Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 4d ago
  • Financial Representative

    Empire Growth Partners/Northwestern Mutual

    Finance service representative job in Milwaukee, WI

    As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $29k-57k yearly est. 60d+ ago
  • Commercial Loan Servicing Associate I

    Citizens Bank 3.7company rating

    Finance service representative job in Waukesha, WI

    The Commercial Loan Servicing Associate I provides accurate, timely servicing of commercial loan files throughout the life of the loan, ensuring compliance with loan agreements and internal policies. This role supports lenders and customers while helping maintain portfolio integrity, operational efficiency, and customer satisfaction. Duties and Responsibilities: Monitor and maintain participation loans Process draw requests Monitor and maintain Insurance Monitor and maintain Flood portfolio Process various requests that come through CRM (Synapsis) such as payment requests, error resolutions, payoff requests, tax form copies, etc. Perform post-closing audits on loan files Deliver high-quality customer service by resolving inquiries through inbound calls and secure messaging within the Banno online banking system. Any other duties as assigned. Requirements: High School diploma or equivalent required. Associates degree in Finance, Business, Accounting ,or related field preferred. 1-3 years of experience in commercial loan servicing, banking operations, or loan administration. Knowledge of commercial loan porducts Proficient use of computers, MS Word, Outlook and Excel Must be self-motivated and work in a team environment Ability to multitask, prioritize and organize workflow Strong attention to detail and a high degree of accuracy Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. Critical Competencies: Collaboration Multitask Accountability Organization Communication ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
    $30k-34k yearly est. Auto-Apply 4d ago
  • Banker Associate, Emerging Middle Market - Associate

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Milwaukee, WI

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. **Job Responsibilities** + Champion a culture of innovation and a customer centric mindset + Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to drive new client acquisition in partnership with the bankers + Embrace a culture of respect, diversity and inclusion **Required Qualifications, Capabilities and Skills** + 3+ years in a similar banking, venture, credit or treasury role + Outstanding professional reputation and integrity + Strong leadership skills required + Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment + Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly + Extensive knowledge of products and services **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree preferred + Superior knowledge of the market dynamics and its business environment preferred + Excellent problem solving, oral, and written communication skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $21k-40k yearly est. 60d+ ago
  • Customer Service Representative

    Copart 4.8company rating

    Finance service representative job in North Chicago, IL

    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 Service Representative (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: $20.03 - $22.58/ 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
    $20-22.6 hourly Auto-Apply 19d ago
  • Financial Aid Specialist

    North Dakota University System 4.1company rating

    Finance service representative job in Mayville, WI

    Job Title: Financial Aid Specialist Compensation: Hiring Range: $38,213.60 - $45,856.32 and will be commensurate with level of experience Benefits: Includes: single or family health care coverage (premiums paid for by the university), basic life insurance, EAP, retirement plan, tuition waiver, annual and sick leave. Optional benefits available: supplemental life, dental, vision, long- term care insurance, flexible spending account, and supplemental retirement plans. Who can apply: Internal/external candidates eligible to work in the United States. Mayville State University will not offer visa sponsorship for this position. FLSA: Non-Exempt Recruitment: Internal and External Start date: TBD Mayville State University's Values: We are here to give students a chance to prove themselves. College is often the difference between dreaming and doing. And at Mayville State University, we believe that every student - whether they are coming from high school or attempting to climb higher on the corporate ladder - deserves the opportunity to be his or her best. We grant that opportunity by supporting students with experienced, compassionate faculty, the latest learning environments, and a welcoming atmosphere that encourages self-expression and educational exploration. And we are here to be the affordable, accessible collegiate option that gives individuals the opportunity to become professional, productive members of society. It isn't enough for us to create knowledgeable graduates or even a hard-working workforce. We exist to shape citizens who'll contribute to their communities with time, talent, and treasure. We develop sharp thinkers who will lead change in both their personal and professional lives. And we give every student every opportunity to make a difference. * Affordability * Personal Service * Giving Back to the communities we live in Mayville State University's Bottom Line: We develop better leaders. One person at a time. Position Information: The Financial Aid Specialist supports Mayville State University's mission by assisting students, parents, and campus partners with financial aid processes and program requirements. This position is responsible for front line and back-end service, processing financial aid applications and documentation, and supporting the accurate administration of federal, state, institutional, and private aid programs in compliance with applicable regulations. The Financial Aid Specialist serves as a knowledgeable resource for prospective and current students by explaining eligibility requirements, application procedures, award notifications, and student responsibilities. The position works collaboratively within the Financial Aid office and with Campus partners to ensure timely communication, efficient operations, and equitable access to services for on-campus and online education students and families. The Financial Aid Specialist exercises significant judgment in interpretation and application of complex and frequently changing financial aid regulation and contributes to operational decision making, process improvement, and compliance readiness. Key Competencies: * Knowledge of federal student aid programs and financial aid regulations * Experience working in a higher education environment is preferred * Familiarity with student information systems (e.g., Peoplesoft) preferred * Ability to accurately process detailed information and maintain confidentiality * Strong organizational, communication, and customer service skills * Ability to be flexible and adapt well to change * Ability to deal with multiple tasks and deadlines * Ability to provide professional support and present a positive image of the department and Mayville State University in all circumstances Minimum Qualifications: * High school diploma or GED required * Knowledge of federal student aid programs Preferred Qualifications: * Bachelor's degree in business administration or similar field; or equivalent experience * Minimum of two years of experience and knowledge of Federal Student Aid Programs * Experience with compliance monitoring and recording * Experience with customer experience Applicants must submit the following materials to be considered fully: * A letter of application * A current resume * Three professional references Application review will begin January 12, 2026, and will continue until filled. MASU is an Equal Opportunity Employer and encourages applications from diverse candidates and candidates who support diversity. ND veteran's preference laws apply to this position. Veterans claiming preference must submit all proof of eligibility by the closing date. Proof of eligibility includes a DD-214 and if claiming disabled status, a current letter of disability. The state of North Dakota has an open records law; therefore, your application could be subject to review upon request. A criminal history background check must be satisfied prior to employment. ND Relay: ******************************** "This search is being conducted consistent with the State of North Dakota Open Records statutes."
    $38.2k-45.9k yearly 11d ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Watertown, WI

    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 Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative 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. 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 Financial Services 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.
    $26k-41k yearly est. Auto-Apply 2d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in West Allis, WI?

The average finance service representative in West Allis, WI earns between $21,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in West Allis, WI

$33,000

What are the biggest employers of Finance Service Representatives in West Allis, WI?

The biggest employers of Finance Service Representatives in West Allis, WI are:
  1. CWI Landholdings
  2. Froedtert Hospital
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