Customer Service Representative jobs at Forward Bank - 433 jobs

This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). The office is located in Minnetonka and the expectation is they go into the office every day. What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Compensation: This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Onsite About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

COMPANY INFORMATION Delta Dental of Minnesota is proud to be the largest regional provider of dental benefits, serving over 7,000 Minnesota and North Dakota- based purchasing groups and 4.5 million members nationwide. We aim to provide a work environment that engages each individual while encouraging growth and professional development. We are proud to be named a Top Workplace employer for several years and take pride in our team members for building a reputation. GENERAL SUMMARY This position is on-site (Bemidji, MN or Minneapolis, MN), remote (must reside in Minnesota), or hybrid (combination). A Customer Service Agent (CSA) is responsible for providing customer service while successfully managing a large volume of inbound telephone calls; including following communication scripts while navigating a computer, handling various topics, and serving as a liaison between our company and its customers. The CSA will combine excellent customer service and problem-solving skills, and work both independently and as part of a team. The best CSAs are genuinely excited to help customers. They are patient, empathetic, and passionately communicative. They are able to put themselves in our customers' shoes and advocate for them when necessary. They are also skilled at troubleshooting problems on behalf of our customers. This position will be with Stratacor, an affiliate of Delta Dental of Minnesota. We offer extended training. Training may be in-person or virtually from your home. All Telecommuters will be required to adhere to Stratacor's Remote Work Policy. ESSENTIAL FUNCTIONS Manage customer service inquiries by verbally answering incoming telephone calls Listen to, identify, and assess customers' needs to achieve customer satisfaction Build sustainable relationships and trust with customer accounts through open, interactive, and effective communication Provide accurate, valid, and complete information by using the right methods and tools Meet customer service performance metrics (e.g. call-handling) to ensure efficient and effective service delivery Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Ensure thorough call documentation is completed Follow communication procedures, guidelines and policies Go the extra mile to engage customers Demonstrate exceptional verbal and written communication, interpersonal and active-listening skills, and the ability to prioritize issues and respond accordingly Other duties as assigned This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member. Duties, responsibilities and activities may change or be assigned at any time with or without notice. REQUIRED KNOWLEDGE, SKILLS AND ABILITIES Ability to adhere to structured call center policies and procedures (i.e. attendance, quality, Health Information Portability and Accountability (HIPAA) guidelines) Demonstrate a high level of dedication, enthusiasm, and motivation Ability to listen and address customer problems effectively Exceptional verbal and written communication skills Ability to clearly communicate and speak to customers effectively to ensure a positive experience Excellent problem-solving skills Strong understanding of company products and services Ability to address customer questions and issues accurately and thoroughly An understanding and working knowledge of technology (i.e. Microsoft Office suite of products), technology applications, and phone systems Ability to prioritize and understand customer needs and adapt/respond to different types of customers to build positive relationships Ability to multitask, prioritize, and manage time effectively Ability to maintain composure, remain calm and courteous under high-pressure situations, and navigate tense situations, especially during busy hours Ability to attend extended new hire training Monday through Friday, 8:00am to 4:30pm Upon completion of extended new hire training, must have the ability to work a regular schedule Monday through Friday, with a scheduled shift working eight (8) hours per day between the hours of 7:00am to 7:00pm dependent on business needs REQUIRED EDUCATION AND EXPERIENCE Required Qualifications: High School Diploma or equivalent Experience using Microsoft Office suite of products, technology applications, and phone systems Preferred Qualifications: Bachelor's degree; or equivalent combination of education and experience Call center and/or customer service experience WORK ENVIRONMENT/PHYSICAL DEMANDS Travel Requirements: N/A Weight Lifting Requirements: 10 lbs. Sedentary Work: Prolonged periods of time sitting at a workstation while answering telephone calls and navigating a computer Telecommuting Requirements: Required to have a dedicated work area established that provides information privacy Ability to keep all company sensitive information secure Must have reliable direct high-speed internet connection RELATIONSHIPS Reports To: CSA Supervisor Directly Manages: N/A Internal Relationships: Functional Areas External Relationships: Provider, Broker, Group Administrator and Members BENEFITS AND COMPENSATION Benefits for this position include medical, dental, vision, and life insurance; disability coverage; flexible spending plans; a 401(k) plan; Paid Time Off (PTO); and Holidays and days of remembrance. Visit ******************************************************* for more information. The starting hourly rate for this position is $20.00. The Company takes into consideration a candidate's education, training, and experience, as well as the position's work location, expected quality and quantity of work, external market and internal value, including merit process and internal pay alignment when determining the salary for potential new team members. In compliance with state and federal regulations, a potential new team member's salary history will not be used in compensation decisions. EQUAL EMPLOYMENT OPPORTUNITY (EEO) STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

The Customer Support Center Representative is responsible for providing accurate and efficient service and support to internal and external customers via email, secure message, or telephone communication. Promotes Horicon Bank as a full-service bank; maintains expected standards of customer service, product sales, referrals, and accuracy of account maintenance processed in compliance with Horicon Bank guidelines. Principal Duties and Responsibilities: Enthusiastically support the Bank sales function by providing exceptional service to internal and external customers of the Bank. Promote and sell Horicon Bank products and services through inbound and outbound phone calls. Assist with questions and inquiries regarding bank products, services, and procedures via telephone, email, or secured messaging. Review and resolve internal and external bank errors/complaints received via telephone, email, or secured messaging. Provide operational and sales support to internal customers through a direct support line. Perform address changes, account maintenance, balance transfers, dormant account reactivation, and file maintenance. Assist customers with electronic and voice banking needs. Assist customers with credit and debit card inquiries, blocks and card maintenance. Review online applications, process account opening, complete maintenance and provide support for accounts opened via our Digital Branch. Process routine daily and weekly reports including audits, check back, and maintenance of customer accounts and profiles. Complete workflows requiring maintenance to accounts, RIMS and services. Prepare documentation and reports of Customer Support Center function activities according to schedule or as requested. Keep current on various types of fraud trends to protect the bank and our customers from potential fraud losses. Additional Duties and Responsibilities: Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required. Perform other duties as may be necessary to fulfill the responsibilities of this role, or to assist in other areas of the bank. 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 the AML/CFT team. Knowledge, Skills, and Abilities: High school diploma and a minimum of two years banking experience required. Previous new account opening experience preferred. Computer literacy including experience with Office Suite, MS Word, MS Excel, and other computer software products. Knowledgeable of all bank functions and understanding of bank products and services, including the rules, regulations, policies, and procedures. Exceptional customer service and excellent verbal and written communication skills are necessary to adequately address customer inquiries and efficiently resolve conflict in the most appropriate manner while positively representing the bank. Must possess the ability to plan and prioritize work, multi-task, exercise good judgment in all areas of responsibility, safeguard confidential information, and work effectively under pressure. Ability to analyze data, identify and troubleshoot issues and provide practical solutions. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and may include some evening and weekend hours. This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability. This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.

We're hiring a Customer Support Representative in Lakeville, MN-help clients with insurance benefits, provide top-tier support, and grow your career with a Fortune 500 company. Full-Time Entry-Level Position - Customer Service Experience Wanted! Are you a strong communicator with a passion for helping others? Do you thrive in fast-paced, team-driven environments? Due to an increased demand for our services, we are actively seeking full-time Customer Care Specialist with soft sales experience to join our growing team! Whether working from our local office or remotely, you'll play a key role in supporting clients and guiding them through the process of protecting what matters most - their families. Qualifications: You'll love this job if you're: 🗣️ An advocate - You care deeply about the customer experience and stop at nothing to deliver value. 🧠 A creative problem solver - You can think outside the box and find the best solution using available tools. ✍️ A wordsmith - You're clear, concise, and approachable in both written and verbal communication. 🤝 A helper - You're patient and understanding, committed to creating positive interactions. 📋 An organized multitasker - You juggle tasks with ease and maintain high productivity. 👥 A team player - You're collaborative, supportive, and enjoy helping your colleagues succeed. Responsibilities: Serve as the first point of contact for customer support (primarily via email, phone, and live chat). Respond to inquiries, assist with services, resolve issues, and ensure a seamless customer journey. Update and maintain accurate support documentation and FAQs. Collect and route customer feedback for internal improvement. Demonstrate perseverance and empathy in resolving client concerns. Learn continuously and share your knowledge with teammates. What We're Looking For: Excellent written and verbal communication skills. Commitment to working hard to grow. A customer-first mindset with a strong desire to assist others. Previous customer service or soft sales experience is a plus. Comfort with live chat, email communication, and CRM platforms. Ability to learn quickly, stay organized, and handle multiple priorities. A positive attitude and a growth mindset - we value coach ability over perfection! 🎯 Don't meet every qualification? Tell us in your application how your unique skills make you a great fit. What We Offer: 💵 Weekly pay plus performance-based bonuses 🩺 Health, life, and retirement benefits 🚀 Merit-based promotions and opportunities for advancement into leadership roles 🤝 A supportive, team-oriented culture that values your growth Ready to make a real impact while building a long-term career? Apply today to join a team that values passion, purpose, and people. Customer Support Representative jobs in Lakeville, MN - Apply today for remote-friendly insurance roles with career growth, training, and competitive pay

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.

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.

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.

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. Business Hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm Typically 38-40 hours per week. *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 *********************************************************************************************

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. Business Hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm Typically 38-40 hours per week. *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 *********************************************************************************************

Job Description 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. Business Hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm Typically 38-40 hours per week. *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 *********************************************************************************************

First Independent Bank is seeking a full-time Customer Service Representative (CSR) for our Cottonwood location. As a CSR, you will have the opportunity to help conduct financial transactions between customers and the Bank. First Independent Bank offers a great career path to help our team members develop professionally and personally. First Independent Bank offers competitive compensation, full benefits*, and a great work environment. Primary Responsibilities include: Developing and maintaining favorable relationships with customers and fellow employees. Completing all steps related to customer banking transactions. Representing the Bank through active participation in the community. Develops, grows, and maintains relationships with new and existing customers. Seeks and obtains quality new business through client visits, referrals, and cross selling efforts. High School Diploma or equivalent required. Previous banking experience preferred. Excellent interpersonal, communication and organizational skills. Operates PC and standard office equipment. Full job description available upon request. First Independent Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law. Member FDIC. *Benefits available include Health, Dental, Vision, Group Life/Long Term Disability, Short-Term Disability, Voluntary Life, 401K.

Virtual Banking Call Center Representative 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

Primary Responsibilities: Model a high energy, world-class service and sales culture within the branch and credit union. Assists members with general questions related to their account and e-banking usage, primarily over the phone, but may include face-to-face email and messaging interactions. Primary Qualifications: Passionate and enthusiastic; possess world class service and leadership skills; strong knowledge and understanding of FCCU products and services. ESSENTIAL DUTIES AND RESPONSIBILITIES Live the First Community Credit Union Mission, Vision and Values within the organization and our communities. Assist in promoting a positive credit union image during working and non-working hours. Comply with regulatory requirements and internal policies and procedures. Maintain necessary records pertaining to member, tracking, monitoring, etc., in a timely, efficient and effective manner. Instill an energetic, world-class service and sales culture that continually strives to improve the way we serve our members. Assist in branch services and operations as needed to serve our members. Answering phones for the entire credit union. Refer members to the appropriate credit union department based on the member's needs Assist members with basic account questions and simple transactions. Assist members with how to use e-banking services to include: home banking, bill pay, TELLERphone, and mobile app. Review and work faxes that come in. Forwarding any faxes to appropriate departments. Review exception reports, make entries and order supplies for the entire credit union. Perform other duties and responsibilities as assigned or deemed necessary in order to meet the credit union's goals and objectives. Requirements Required Knowledge, Skills, and Abilities: Passionate and enthusiastic. World-class service skills. Intermediate knowledge of credit union products, services, policies and procedures. Possess exemplary written and oral communication skills. Be flexible and adaptable to change. Knowledge of federal and state regulations relating to credit union operations management. Knowledge of Microsoft Office applications. Knowledge of intermediate math (calculations and concepts involving decimals, percentages, fractions, etc.) Willingness to learn new skill sets to advance in a career with First Community Credit Union. Typing skills desired. Good organization and time management skills. Availability to work weekends and extended hours, as needed. Outgoing personality, with the ability to ask for new business and capable of making outbound phone calls. Works well with others and follows directions. Able to work independently. Detail oriented. Education and Experience: This position requires a high school education and two (1) year experience in a financial institution. Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act. Working Conditions: Normal office working conditions with the absence of disagreeable elements. Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. Salary Description $18 - $20 hour

Our Call Center (internally known as the Member Solutions Center) is growing, and we're seeking compassionate, detail-oriented Call Center Specialists to join us. As a Call Center Specialist, you'll be the foundation of our members' experience, delivering best-in-class service through inbound calls. Our dedication to our members has earned us a reputation as a leader in the industry. Come launch your career with a robust, supportive and community-driven organization. UW Credit Union's commitment to serving our Spanish speaking members, and the community, has resulted in significant need for Spanish-bilingual skills in our Member Solutions Center. Hours: 8:00am-5:30pm Monday-Friday, with rotating Saturdays (9:00am-1:00pm). Pay: Starting wage $20.50/hour with potential for higher base wage based on experience. Spanish bilingual candidates will receive a $1.25/hour premium. Location: Wauwatosa, WI (ability to work at home 2 days per week (& Saturdays) based on performance/role progress after training). This training class is starting on Monday February 6, 2026 Classroom training onsite for the first 12 weeks of employment. Continuous learning and development opportunities including, but not limited to, transparent dialogs, resources, tools, and technical learning modules. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5+ days annual paid time off 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 11 paid holidays (including your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities What You'll Do: Respond to inbound calls from members regarding account inquiries, transactions, and general financial services. Provide accurate information and resolve issues efficiently while maintaining a high level of professionalism and empathy. Document member interactions and follow up on unresolved issues to ensure timely resolution. Educate members on available products, services, and digital tools to enhance their banking experience. Collaborate with internal teams to escalate complex issues and ensure member needs are met. Meet performance metrics including call quality, response time, and member satisfaction scores. Stay informed on financial regulations, product updates, and internal policies to provide compliant and consistent service. Qualifications These skills and experience are essential to your success: 8 months to 1 year of experience in customer service, preferably in a call center environment. Proficiency with Microsoft Office products. Familiarity with major web browsers and operating systems. Ability to learn and navigate complex systems and technologies. Bilingual fluency in Spanish and English.

Application Deadline: 03/30/2026 Address: 310 W Walnut Street Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). Expands the business growth potential of the team through telemarketing and outbound calls. Coordinates marketing activities and sales material to support client / prospect conversations. Provides knowledge detailed information about products and services offered. Determines appropriate communication/service regarding all aspects of investing. Independently resolves client complaints in a timely and effective manner; escalates as required. Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Organizes work information to ensure accuracy and completeness. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. Relevant investment industry licensing for the designated jurisdiction / portfolio. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $65,000.00 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.

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.