Customer Service Representative jobs at Forward Bank

Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice. Requirements: Responsibilities include, but are not limited to: Serve as the primary contact for client service needs, ensuring clear, timely communication. Process new business and manage paperwork for investments, insurance, and alternative assets. Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers. Maintain and track tasks, follow-ups, and planning milestones using Salesforce. Schedule and prepare for client meetings, including calendar management and pre-meeting materials. Gather and organize financial and insurance data to support planning and underwriting. Ensure accurate recordkeeping and support regulatory compliance in all workflows. Provide high-level support to advisors by anticipating needs and keeping client processes on track. Expectations: Previous financial advisory services or similar experience required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them 2+ years of experience with Salesforce Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc. Must be a self-starter and goal-oriented requirements: Skills and Experience: Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Excellent verbal and written communication Service oriented attitude Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment High attention to detail Exceptional organization and problem solving Larson Financial Group, LLC offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIba31b6215d56-37***********4

The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service. Key Responsibilities: High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns. Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations. Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction. Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies. Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client's needs individually. Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently. Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives. Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs. Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction. Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care. Adaptability and Flexibility: Adapt to changing priorities and work effectively in a fast-paced retail environment. Documentation: Maintain accurate records of client interactions, transactions, and account updates. Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives. SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES: Other duties as may be assigned. PERFORMANCE MEASURES: Balances efficiently and accurately Maintains confidentiality of client account information Follows established policies and procedures in responding to inquiries and requests Willingly participates in bank training In compliance with all regulations related to job duties Effectiveness of communications and development of good working relationships with co-workers and clients WORKING CONDITIONS: Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner. Willingness to travel to other branches is essential. May, on occasion, have to work longer hours than scheduled. Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, customer information, and the bank's finances, so the ability to keep information confidential is extremely important. The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, customers and vendors. Will be required to travel to branches within region on a weekly basis, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region. Despite ongoing security training, there is always the possibility of a bank robbery. GENERAL NOTICE: This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary. Role Qualifications: Education or certifications related to customer service or retail management is a plus. Previous experience in a customer service or retail banking role is preferred. Strong interpersonal and communication skills, both verbal and written. Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments. Knowledge of banking products, services, and regulatory compliance. Ability to work effectively in a team and independently. Efficiently able to multi-task along with excellent problem-solving skills and attention to detail Maintain utmost confidentiality of Clients information at all times. Other Skills and Abilities Strong communication skills along with the ability to effectively communicate with others Client service focused Resourceful, well organized and ability to multitask in a face paced environment. Effective decision-making skills Strong attention to detail Requirements: High school diploma or equivalent 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality Compensation details: 18-20 Hourly Wage PIb7aa7-4386

Discover Green Bay is looking for a warm, organized, energetic team member to help us welcome visitors and showcase everything Greater Green Bay has to offer. Our Event Services Specialist stays plugged in as the heartbeat of hospitality in our community. Build and maintain relationships with local business owners and decision makers. Help match event needs with the incredible restaurants, venues, attractions, and service providers that make Greater Green Bay a showcase destination. Coordinate details, prepare materials, create unique gift baskets, schedule logistics, and ensure every individual group feels genuinely welcomed. Your work will shape how visitors experience Greater Green Bay. This flexible, part-time position (about 16 hours per week) is perfect for someone who loves details, communication, and creating memorable moments. You'll join a fun, supportive team and take pride in bringing events to life with professionalism, creativity, and heart. If you're ready to help make unforgettable experiences happen, we'd love to meet you. GENERAL SUMMARY: The Event Services Specialist provides exceptional support to conventions, meetings, and sports events that bring visitors to the Greater Green Bay area. This part-time role focuses on delivering outstanding service to event planners and guests while showcasing everything Greater Green Bay has to offer as a premier meeting destination. The Specialist coordinates event logistics, communicates with planners and local partners, and ensures that each group enjoys a seamless and welcoming experience. Through professionalism, attention to detail, and genuine enthusiasm for the region, this position helps reinforce Discover Green Bay's reputation for excellence. RESPONSIBILITIES: ESSENTIAL JOB FUNCTIONS: Serve as the primary point of contact for assigned conventions, meetings, and sports events after booking, providing responsive, professional, and proactive support to planners and attendees. Serve as liaison between confirmed meeting, convention, and sports event planners and local hospitality partners to ensure service needs are met efficiently. Promote Greater Green Bay's hospitality community by connecting event organizers with local venues, attractions, restaurants, and service providers that enhance their group's experience. Collaborate with the Sales team to develop and implement service plans that align with each event's goals, including timelines, communications, and follow-up. Prepare and coordinate event materials, such as name badges, welcome packets, delegate kits, signage, and destination information. Assist event planners with program enhancements such as transportation, identifying local speakers, entertainment, spouse programs, tours, special activities, and signature experiences; coordinate welcome addresses and on-site registration logistics to ensure a smooth and engaging start to each event. Work closely with the Director of Partnerships to assemble and deliver donation baskets or welcome gifts that highlight Greater Green Bay's local products, attractions, and hospitality partners. Represent Discover Green Bay at events by providing on-site assistance-including registration or hospitality desk coverage-and ensuring guests receive a warm and knowledgeable welcome to the community. Recruits, engages, and schedules volunteers for conventions, meetings, and sports events, ensuring they represent the Discover Green Bay's values and deliver a welcoming, professional, well-prepared, exceptional experience for all guests. Maintain a strong understanding of the destination's amenities, attractions, and hospitality offerings to confidently promote Greater Green Bay to visiting groups and partners. Support repeat business and client satisfaction efforts by documenting post-event feedback, updating CRM records (Simpleview), and assisting with follow-up communications. Collaborate with internal departments to ensure consistent messaging and quality across all visitor-facing materials and experiences. Maintain all necessary records and reports including entertainment databases through the organization's chosen CRM system. Demonstrates the DGB's mission, vision, and values by consistently providing warm, authentic, and service-oriented experiences that reflect the spirit of Greater Green Bay. Acts as an ambassador of the community, fostering collaboration, inclusion, and pride among visitors, partners, and colleagues. Performs all other duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 1. Demonstrated ability to provide professional, proactive support to clients and partners in the meetings and hospitality industries. 2. Strong written and verbal communication; able to represent the community positively with planners, vendors, and the public. 3. Ability to manage multiple servicing projects, track timelines, and meet deadlines in a part-time schedule. 4. Demonstrates empathy, active listening, and situational awareness when working with planners, partners, and teammates; effectively manages stress, maintains professionalism, and builds trust-based relationships that reflect the Discover Green Bay's culture of hospitality and respect. 5. Well-versed in Microsoft Office Suite and CRM software as well as demonstrated expertise in database management and CRM systems. 6. Flexible and collaborative; able to work independently, anticipate needs, and problem-solve in a fast-paced environment. 7. Enthusiasm for Greater Green Bay and its tourism assets; commitment to sharing destination knowledge with visitors and partners. EQUIPMENT TO BE USED: Hardware and software chosen by the organization including Microsoft Office, Simpleview, Google Docs, etc. Audio/Visual equipment such as projectors and other presentation/speaker related equipment. Trade show booths, displays and equipment associated with trade shows. Must be able to operate a motor vehicle and have a valid driver's license. TYPICAL PHYSICAL DEMANDS: Frequent mobility and/or sitting required for extended periods of time. Requires eye-hand coordination and manual dexterity to operate keyboard and other standard office equipment. Eyesight correctable to 20/20 to read communications, reports and computer terminals. Requires hearing within normal range when communicating with company personnel or clients in person or via the telephone. Must have a valid driver's license in order to perform outside convention sales calls. Requires occasional lifting to 50 pounds. May require some irregular work hours. WORK ENVIRONMENT: 1. Normal office environment with little exposure to excessive noise, dust, temperature, and the like. 2. Regular local travel to partner facilities and event venues. 3. Position is part-time (averaging approximately 16 hours per week) based upon the needs of the organization and the event calendar.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: What You'll Bring to Baird: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals. Hours: Business hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm Typically 15-29 hours per week. This position will typically work every Saturday. *Hours may vary based on business needs and may change at any time Essential Duties and Responsibilities: Listen effectively to customers' requests and promptly take the necessary action to assist them. Effectively cross sell bank products and services Educate customers on utilizing bank products and services Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge Any other duties as assigned Requirements: High School Diploma or GED 2+ years of Personal Banking experience required Knowledge of banking products and services including loans Call center experience preferred Strong verbal communication skills Ability to cross sell products and services Ability to multitask Critical Competencies: Customer Service Excellence Communication Listening Skills Confidentiality ****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 *********************************************************************************************

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is looking for a Call Center Representative to join the team. Responsible for responding to high volume of inbound client/customer requests and inquiries by providing information, processing basic customer profile changes, or directing requests to other functional business teams. Provides alternatives and options during phone calls; demonstrated ability to gather information and make appropriate decisions focusing on the first call resolution; documents the customer interaction in the appropriate systems. **Key Accountabilities** + Researches and resolves high volume of complex customer inquiries and escalations, through a strong understanding of business rules, products and procedures. May be involved in retaining clients at risk of terminating. May support several blocks of business and multiple applications that administer those blocks. + Determines root cause and resolve client/customer issues, coordinating with internal departments as necessary. + Enters semi and non-routine client/customer updates into the appropriate system. + Serves as a team resource and mentor for new hires. + Participates in departmental/interdepartmental projects. + Provides back-up to the administrative processing area, when volumes increase. **Minimum Requirements** + High School Diploma or GED with 4 - 6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $24.38 - $35.23 per hour The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is looking for a Call Center Representative to join the team. Responsible for responding to high volume of inbound client/customer requests and inquiries by providing information, processing basic customer profile changes, or directing requests to other functional business teams. Provides alternatives and options during phone calls; demonstrated ability to gather information and make appropriate decisions focusing on the first call resolution; documents the customer interaction in the appropriate systems. **Key Accountabilities** + Researches and resolves high volume of complex customer inquiries and escalations, through a strong understanding of business rules, products and procedures. May be involved in retaining clients at risk of terminating. May support several blocks of business and multiple applications that administer those blocks. + Determines root cause and resolve client/customer issues, coordinating with internal departments as necessary. + Enters semi and non-routine client/customer updates into the appropriate system. + Serves as a team resource and mentor for new hires. + Participates in departmental/interdepartmental projects. + Provides back-up to the administrative processing area, when volumes increase. **Minimum Requirements** + High School Diploma or GED with 4 - 6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $24.38 - $35.23 per hour The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to join us? Job Summary: Under the direct Supervision of the Partner Service Manager, the Partner Relations Specialist is responsible for managing daily issue resolution and providing administrative support for specific assigned Partners/Large Employers with money movement or audit risk. Takes ownership for providing communication plans and escalation tracking for proper internal and external visibility. This position also acts as a backup for Partner Service Managers for lower-level partner responsibilities. Key responsibilities for the role: Acts as a Partner Subject Matter expert for assigned partners being internal and external support Assist Partner Service Managers with critical needs and support to meet partner goals Assist with managing, monitoring and identifying service trends based on file, intake, operational data Identify scalable processes that will work across all of our partner relationships to meet or improve goals Regularly review internal knowledge base content for consistency, quality, and ease-of-use for assigned partners Gather insights from our support teams to identify trends and opportunities for improvement Own the success and serve as point of contact for critical high risk partner tasks Own Partner custom money movement processes with extreme detail to contractual obligations. Proactively monitors file processing Act as file expert for each Partnership we support Responsible for daily ownership of Partner dashboard updates and necessary reporting to partners Responsible for performing customized monthly processes per Partner which include critical decision-making responsibilities to assist in partner framework being successful Escalate issues when appropriate and drives recovery efforts Identifies systemic issues as they occur and works with Senior/Manager to rectify Resolve partner support through case management in a timely and professional manner Support Partner specific project work in reference to internal/external enhancements to improve our Partner experience Key skills/experience qualifications for the role: 4 years of experience minimum servicing partners and large employers. 2 years of experience minimum with employee benefits, TPA's or insurance carriers with HSA/Notional products Strong interpersonal skills Proven customer service experience Adaptability to prioritize workload and frequently transition between different focuses aligned with role Utilize communication and problem-solving skills to effectively perform assigned assignments Working knowledge of computer and processing skills (email, internet, intranet, etc.) Proficient in Microsoft Office Suite with proven ability in lookups and macros. Excellent verbal and written communication skills Possesses the ability to maintain the strictest confidentiality of company and customer information. Ability to effectively multi-task Excellent organizational skills with attention to detail Ability to work with a diverse work force and customer base Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change. Strong commitment to achieving personal growth and success The estimated salary range for this position is $50,000USD to $55,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-REMOTE All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Are you customer focused, disciplined, ethical, and action oriented? Do you encourage and inspire others to do their best? Do you enjoy working in a fast-pace, tech driven environment? If so, you would be an excellent fit at Starion! Starion is seeking a Virtual Banking Representative in Mandan. Must be available to work in our Mandan location. Hours for this position could vary daily between 7 AM and 6 PM Monday - Friday and will be included in a Saturday rotation. Title and salary dependent on experience. At Starion Bank, we're looking for talented people who will put our customers at the center of everything we do. Join our diverse team where you'll feel valued and inspired to contribute your unique skills and experience. The Virtual Banking Representative will Process and manage online accounts and consumer loans Deliver advanced digital and online offerings (online, mobile, social, phone, email chat at more) Enhance the customer experience while providing solutions to customers Provide customers with convenient ways to manage their accounts and provide solutions that meet their financial needs Serve all Starion Bank locations throughout North Dakota and Wisconsin Virtual Banking Representatives are responsible for responding to routine and complex customer inquiries regarding consumer products and services as well as Quickly answer customer inquiries in a friendly and courteous manner Deliver exceptional service Provide first call resolution while following procedures that meet compliance guidelines Identify and offer customers the products and services they need and want to succeed financially Complete weekly tasks as assigned Assist customers with navigating and troubleshooting various online products Preferred Qualifications: One or more years of customer service experience Experience in a call center or customer service setting General understanding of standard bank transactions as well as common products and services Bilingual in English and Spanish desired but not required Starion Bank offers a competitive salary and a full comprehensive benefit package including health, life, dental, vision, health savings account, 401K, profit sharing, paid vacation and holidays. Join our team and work at a bank recognized as “Best of the Best” by Independent Business magazine, “50 Best Places to Work” by Prairie Business magazine and “Top 10 Workplaces” by Bismarck-Mandan Young Professionals Network! Apply online at **************************** Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Assisting callers with questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with our customer service standards. Service customers over the phone with accuracy and efficiency within policy guidelines. Create a quality service experience by ensuring timely resolution and follow-up to customer needs. Solicits assistance from management as needed. Seeks management approval for requests outside of their approved level. Notifies management of suspicious and questionable activity. Adheres to all bank compliance, security and operational policies and procedures. Performs changes to existing accounts as requested by the customer. Transferring request that are outside the scope of the CSC to the appropriate individual or department for assistance. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to management. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook and/or First Mid policies. Ensuring all customer interactions & documentation follow bank policy & regulations, while maintaining customer confidentiality. Identifies and recommends products and/or services to best meet the needs of the customer. Educates and encourages customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Actively seeks out and maintains basic product knowledge of all banking products through training courses, meetings, corporate communications, etc. Complete other specified duties as assigned. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service experience and/or previous experience working in a financial institution preferred. Previous contact center experience preferred. Skills: Proficient in usage of Microsoft Office and computer application Strong organizational and communication skills, both oral & written. High level of interpersonal skills to interact with customers and potential customers in professional manner. Ability to work additional hours or hours outside of the departmental operating hours as needed. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123

Job Description Join Waukesha State Bank as the friendly, knowledgeable voice our customers count on! In this role, you'll assist with deposit and loan questions, debit card issues, online banking support, and fraud/dispute concerns-all while delivering exceptional customer service. What You'll Bring: 1+ year of banking customer service experience Strong phone and problem-solving skills Attention to detail and a commitment to friendly, professional service Comfort with Microsoft Word, Excel, and learning new systems Preferred: Retail banking or call center experience Be part of a community bank that values integrity, teamwork, and great service. Apply today! Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen. EOE Disability/Vet

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our brand-new Lake Elmo location. This exciting new branch represents Bridgewater Bank's continued growth and commitment to serving our clients in the east metro area. As a Client Specialist, you will serve as the face of the bank, providing exceptional service and support while processing client requests in person, by phone, or by email in a professional and welcoming environment. RESPONSIBILITIES: * Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system * Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience * Ensure client identity verification procedure is followed with each client request * Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures * Ensure all required documentation is completed for all transactions * Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department * Sort, distribute, and process returned mail * Assist with scanning of documentation into internal systems such as Accu * Positively represent the bank in all interactions with clients, coworkers, and vendors * Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available * Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA * Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations QUALIFICATIONS: * Outstanding interpersonal and communication skills * Prior retail or customer service experience * Professional, friendly demeanor * Proficient with Microsoft Word, Excel, Outlook, and PowerPoint * Knowledge of ITI and Integrated Teller a plus * College degree preferred ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us? COMPENSATION & BENEFITS: The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Parental leave * 401(k) with employer match * Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Non-Exempt

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our Bloomington location. This role is essential in supporting Bridgewater Bank's continued growth and commitment to delivering exceptional service to our clients. As a Client Specialist, you will serve as the face of the bank, providing professional and welcoming service while assisting clients in person, by phone, or by email. You will play a key role in ensuring smooth daily operations and a positive client experience through accurate processing, attentive support, and strong communication. RESPONSIBILITIES: * Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system * Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience * Ensure client identity verification procedure is followed with each client request * Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures * Ensure all required documentation is completed for all transactions * Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department * Sort, distribute, and process returned mail * Assist with scanning of documentation into internal systems such as Accu * Positively represent the bank in all interactions with clients, coworkers, and vendors * Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available * Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA * Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations QUALIFICATIONS: * Outstanding interpersonal and communication skills * Prior retail or customer service experience * Professional, friendly demeanor * Proficient with Microsoft Word, Excel, Outlook, and PowerPoint * Knowledge of ITI and Integrated Teller a plus * College degree preferred ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us? COMPENSATION & BENEFITS: The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Parental leave * 401(k) with employer match * Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Non-Exempt

Join Our Team at United Valley Bank! Now Hiring: Full-Time Universal Banker Crookston, MN Are you passionate about people, problem-solving, and making a real difference in your community? At United Valley Bank, were more than just a bank were your partner in success. And right now, were looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN. What Youll Be Doing: Be the first point of contact for customers delivering friendly, personalized service Handle deposits, withdrawals, and account transactions with accuracy and efficiency Promote banking products and services that benefit our customers financial well-being Maintain a secure, organized workspace and ensure compliance with banking regulations Balance your cash drawer and prepare end-of-day reports Act as a knowledgeable resource and go-to support for our valued customers What Were Looking For: A people-person with strong communication skills and a positive attitude Someone who thrives in a fast-paced environment and enjoys learning new things Trustworthy and detail-oriented with excellent math and problem-solving abilities Passion for delivering great service and building customer loyalty What Youll Need: High school diploma or equivalent (required) Prior customer service or cash-handling experience (preferred) What We Offer: A supportive, team-oriented workplace that values your contributions Competitive Pay Full benefits package, including: Medical, dental, and vision insurance 401(k) with employer match Paid time off and paid holidays Life and disability insurance Employee banking perks Supportive team environment with opportunities for growth Join a workplace where your efforts matter and your growth is supported. At United Valley Bank, were building something special and wed love for you to be part of it. Requirements: PI4bdf36129ee8-31181-39178311 RequiredPreferredJob Industries Other

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 Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

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 Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. 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.