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  • Personal Banker

    First Mid Bank & Trust 4.0company rating

    Investment banker job in Decatur, IL

    Personal Banker Location: Decatur, IL 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: GENERAL: Use a consultative sales process to build a thorough customer profile and identify current and future financial needs. Opens all deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc. Analyzes and reviews legal documentation associated with opening accounts. Originate consumer loan applications and assist in the processing of loan applications. May originate Home Equity related products. Review consumer credit report. Maintain an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Commercial and Investment), referring customers when appropriate to provide timely financial solutions. Provide guidance to Universal Bankers and Tellers with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Adhere to established policies and procedures while opening/servicing the full range of bank products. Participate in the opening/closing process of the branch as directed by the Branch Manager. Keep up to date on deposit services procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. May manage a cash drawer and process transactions for customers as needed. Complete other specified duties as assigned. Travel to other branches within the region when required SALES: Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Ability to professionally represent First Mid in terms of appearance and verbal/written communication. Consistently meet/exceed customer experience and individual/team production goals. Qualifications Education: High School Diploma/GED required. Experience: 3+ years' experience in the financial industry. Skills: Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Demonstrated ability to develop a working knowledge of branch policies and procedures in order to utilize good judgment in making sound decisions. This position may require S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position 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 Pay Range: $19.66 - $24.59 per hour Apply for this Position
    $19.7-24.6 hourly 3d ago
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  • Financial Representative Entry Level

    Dorner District-Northwestern Mutual 3.1company rating

    Investment banker job in Bloomington, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need. Our thriving offices are located: 301 North Neil Street, Suite 501, Champaign, IL 61820 102 South East Street, Bloomington, IL 61701 410 Fayette, Peoria, IL 6160 Follow this link to hear more about our 2030 Vision: ***************************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kurt Dorner, Managing Director: Time with NM: 22 years Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years. Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way. Jennifer Ronk, Director of Selection: Time with NM: 3 years Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites. Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced. Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management: Time with NM: 13 years Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college. Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews. Nick Ryba, Financial Advisor: Time with NM: 3 years Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients. Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: **************************** Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $29k-42k yearly est. 26d ago
  • Small Business Banker

    Cbi Bank & Trust

    Investment banker job in Peoria, IL

    Position Description: The position of Small Business Banker is responsible for developing and maintaining a high quality loan portfolio while supporting commercial lenders in their efforts to generate additional loan and deposit revenue for the bank. As primary liaison with small business clients, the incumbent will be responsible for maintaining existing small business client relationships through a regular calling schedule, soliciting potential new loan and deposit accounts, identifying cash management opportunities, and providing support to the credit administration function. Key Accountabilities: Develops and maintains high quality loan portfolio. Maintains a weekly calling program with current small business clients to solidify business relationships as well as identify loan and/or deposit opportunities. Identifies issues or obstacles in small business relationships and establishes plans to meet these issues or obstacles. Solicits new small business clients for loans and/or deposit accounts. Manages own pipeline while also assisting with the managers pipeline of work, including conducting loan closings with clients. Maintains thorough understanding of deposit, cash management and electronic banking products and works in conjunction with Cash Management Officer in selling, opening and servicing these products. Analyzes loan requests, prepares credit presentations, and makes recommendations to manager. Assures new loans are documented according to the terms approved in credit presentations. May assist Business Banking Administrator with document tracking as required by loan policy, including gathering documents and obtaining customer signatures as required. Promotes the Privilege Banking Program by contacting businesses and setting up meeting times for onsite presentations to meet with their employees and sign-up interested clients. Participates in community activities to increase the Bank's visibility and enhance new business opportunities. Actively upholds the organization's vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, promotes working environment free of harassment of any type. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Has a strong commitment and dedication to internal and external customer service. Requirements Position Requirements: Excellent time management and organizational skills Ability to handle multiple tasks within tight time frames Excellent attention to detail Strong customer service skills Strong verbal, written, and interpersonal communication skills Proficiency with Microsoft Office software 2-3 years of commercial lending experience preferred Benefits & Perks: We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family. Salary Description $21- $26
    $60k-105k yearly est. 58d ago
  • Small Business Banker

    CBI Bank & Trust

    Investment banker job in Peoria, IL

    Job DescriptionDescription: Position Description: The position of Small Business Banker is responsible for developing and maintaining a high quality loan portfolio while supporting commercial lenders in their efforts to generate additional loan and deposit revenue for the bank. As primary liaison with small business clients, the incumbent will be responsible for maintaining existing small business client relationships through a regular calling schedule, soliciting potential new loan and deposit accounts, identifying cash management opportunities, and providing support to the credit administration function. Key Accountabilities: Develops and maintains high quality loan portfolio. Maintains a weekly calling program with current small business clients to solidify business relationships as well as identify loan and/or deposit opportunities. Identifies issues or obstacles in small business relationships and establishes plans to meet these issues or obstacles. Solicits new small business clients for loans and/or deposit accounts. Manages own pipeline while also assisting with the managers pipeline of work, including conducting loan closings with clients. Maintains thorough understanding of deposit, cash management and electronic banking products and works in conjunction with Cash Management Officer in selling, opening and servicing these products. Analyzes loan requests, prepares credit presentations, and makes recommendations to manager. Assures new loans are documented according to the terms approved in credit presentations. May assist Business Banking Administrator with document tracking as required by loan policy, including gathering documents and obtaining customer signatures as required. Promotes the Privilege Banking Program by contacting businesses and setting up meeting times for onsite presentations to meet with their employees and sign-up interested clients. Participates in community activities to increase the Bank's visibility and enhance new business opportunities. Actively upholds the organization's vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, promotes working environment free of harassment of any type. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Has a strong commitment and dedication to internal and external customer service. Requirements: Position Requirements: Excellent time management and organizational skills Ability to handle multiple tasks within tight time frames Excellent attention to detail Strong customer service skills Strong verbal, written, and interpersonal communication skills Proficiency with Microsoft Office software 2-3 years of commercial lending experience preferred Benefits & Perks: We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.
    $60k-105k yearly est. 6d ago
  • Relationship Banker II | SPC/Champaign

    First Busey Corporation 4.5company rating

    Investment banker job in Champaign, IL

    The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services. Duties & Responsibilities Customer Service & Relationship Management Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Serve as a trusted point of contact for customers, ensuring the highest level of service is provided. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Provide guidance to customers on financial products and services that best meet their needs. Sales & Cross-Selling Actively identify and promote all bank products and services. Ask clients targeted questions to learn about their financial needs and goals. Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions. Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc. Account Management and Support Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements. Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders. Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools. Loan & Credit Processing Process and assist with customer loan applications, including personal loans and home equity lines of credit. Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process. Educate customers on loan products, eligibility requirements, and loan terms. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure transactions are accurately recorded and processed. Compliance & Risk Management Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions. Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate. Adhere to privacy regulations and ensure customer data is handled securely and confidentially. Team Support and Mentorship Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures. Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs. Branch Operations & Administrative Support Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch. Support branch leadership in maintaining branch security and ensuring operational efficiency. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions The basic tenets of lending and assessing a customer's financial needs Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Explain products and services to current and potential customers In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: Requires a High School diploma. 2 years of banking experience with lending responsibilities required 1 year of previous training and/or combination of mentorship, military or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$21/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $18-21 hourly Auto-Apply 60d+ ago
  • Community Banker

    Hometown Community Bank 3.8company rating

    Investment banker job in Champaign, IL

    Make the change and be the difference. Take ownership at Clock Tower Bank a division of Morton Community Bank! Established in 1960 with just one location in Morton, IL, Morton Community Bank (MCB) has grown to over 550 employees, 53 branch locations and over $5 billion in assets! We pride ourselves on our dedicated service to our customers and our communities, while placing much value on our internal assets, our employees. Each MCB employee OWNS a portion of the bank with our ESOP (Employee Stock Ownership Plan). The ESOP has proven to be a substantial benefit to employees upon retirement. Pay or shift range: $60,965.00 USD to $96,447.00 USD. The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. Enjoy the Benefits of working at Morton Community Bank! Medical, Dental, Vision, Short-Term Disability, HSA, FSA, 401k Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays Job Summary Responsible for the development, maintenance and growth of an individual loan portfolio. Includes interviewing, screening and analyzing loan requests for small commercial, agriculture and consumer loans. Also responsible for approving, documenting and collecting or denying small commercial, agriculture and consumer loans while adhering to all bank policies, procedures and banking regulations. Responsible for all aspects of loans as well as providing solutions and a broad array of lending and deposit products to meet business clients' capital needs. Soliciting new profitable business relationships as well as developing and managing existing account relationships. Solely responsible for all aspects of loans assigned to them from safety and soundness and compliance aspects. Essential Duties & Responsibilities · Meet with applicants to obtain information for loan applications and to answer questions about the process · Explain to customers the different loan and credit products that are available, as well as the terms of those services · Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information · Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans · Structuring, underwriting, and presenting loan requests in accordance with internal policies and procedures · Approving small commercial, agriculture and consumer loans within assigned limits and managing loan and portfolio credit quality · Review and update credit and loan files · Review loan documents to ensure they are complete and accurate according to policy and prepare and organize loan documents for closing · Maintain and update calling program in effort to attract new business opportunities Supervisory Requirements Personnel Management: This position has no supervisory responsibilities. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · The physical activities of this position may include climbing, reaching, standing, lifting, talking, hearing and performing repetitive motions. · Medium exertion; exerting up to 50 pounds of force occasionally, and or up to 20 pounds of force frequently, and or up to 10 pounds of force constantly to move objects. · The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; viewing a computer terminal. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · The noise level in the work environment is usually moderate. · Employees, who work 7 ½ continuous hours or more, must take a 30 minute uninterrupted lunch break no later than 5 hours after beginning their work day Education and Qualifications Essential: · High school diploma or equivalent · Bachelor's degree from a four-year university or college; or 2 to 5 years related experience and/or training; or equivalent combination of education and experience · BSA and other Bank related training through BAI is required annually · Overview course provided by MCB Desirable: Experience Essential: · Knowledge of customer service principles · Relevant computer skills Licenses and Certifications Essential: Desirable: · Illinois NMLS License (Mortgage Lenders) This job description is not an employment contract, implied or otherwise; therefore, employment relationship remains "at-will."
    $33k-38k yearly est. 60d+ ago
  • Financial Representative Entry Level

    Jump District-Northwestern Mutual

    Investment banker job in Decatur, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support. Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success. As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually. Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams. Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support. With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career. Our thriving office is located at: 240 S. Main St., Decatur, IL 62523 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Caleb Jump - Managing Director, Jump District With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive. Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success. Meet Our Team: Aubrey Jump - Financial Representative Started at NM: September 2024 Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family. Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching. KeShawn Marshall - Financial Representative Started at NM: 2022 Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year. Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-58k yearly est. 3d ago
  • Financial Representative with Ag Background

    Northwestern Mutual-Central Illinois 4.5company rating

    Investment banker job in Lincoln, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Agricultural Skills into Financial Services: Strong Work Ethic and Discipline: Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financial services. Problem-Solving Skills: Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions. Trust and Community Focus: Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financial representatives. Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. About Us: At Northwestern Mutual Central Illinois, we are driven by our core values of Courage, Passion, and Growth. Our team thrives in a professional yet relaxed environment, where collaboration, mentorship, and joint work are keyespecially during a new representatives first year. We offer dynamic coaching and accountability led by experienced advisors who are invested in your success. Beyond the office, were deeply committed to our community, proudly supporting organizations like HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If youre looking to grow a meaningful career with purpose and impact, wed love to connect. Follow this link to see why Northwestern Mutual could be a great fit for your future career: ******************************************* Our thriving offices are located: Lincoln office: 2201 Woodlawn Road Lincoln IL 62656 Pittsfield office: 311 W Washington Street Pittsfield IL 62363 Jacksonville office: 606 E State Street Jacksonville IL 62650 Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704 Meet Our Local Leaders: D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor: Time with Northwestern Mutual: 22 years Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science. Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board. Eli Cook Growth and Development Director: Time with Northwestern Mutual: 11 years Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since. Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting. Brent Shunk Private Wealth Advisor: Time with Northwestern Mutual: 38 years Previous Experience: Brent has spent his entire career with Northwestern Mutual. Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night. Austin Shunk Private Wealth Advisor: Time with Northwestern Mutual: 13 years Previous Experience: Austin has built his entire professional career with Northwestern Mutual. Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking. Sheila Davidsmeyer Financial Advisor: Time with Northwestern Mutual: Over 27 years Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University. Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition About the Insurance Agent Role: As an Insurance Agent at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored protection strategies. With the proper certifications, you can quickly advance your practice to offer comprehensive financial planning services to clients. Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $41k-63k yearly est. 26d ago
  • Personal Banker

    Commerce Bank 4.4company rating

    Investment banker job in Normal, IL

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.) About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Normal East location. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs. As a Personal Banker, you'll: * Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank. * Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs. * Actively listen to our customers so you can make appropriate recommendations that match their needs. * Educate customers on a variety of retail products and digital solutions that improves their financial wellness. * Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. * Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified. * Be able to earn more than your base pay through our quarterly incentive program. Work Schedule * Monday - Friday 8:15 AM - 5:15 PM, Saturday 8:15 AM - 12:15 PM Essential Functions * Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment * Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. * Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals * Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements * Identify complex financial needs and refer customers to bank specialists when appropriate. * Perform other duties as assigned Knowledge, Skills & Abilities Required * Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. * Ability to meet personal and branch sales and customer services expectations * Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities * Team player with excellent written, verbal and interpersonal communication skills * Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values * Proficient with Microsoft Word, Excel and Outlook Education & Experience * High School diploma or equivalent combination of education and experience required * 1+ years sales or customer service experience required * Experience working in an environment with individual and team sales goals preferred Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. * For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1500 E College Ave, Normal, Illinois 61761 Time Type: Full time
    $20-24.4 hourly Auto-Apply 15d ago
  • Personal Banker

    PNC Bank 4.4company rating

    Investment banker job in Peoria, IL

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail branch organization, you will be based in Peoria, Illinois at the Peoria Downtown Branch. Spanish Bilingual Preferred.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $44,720.00 - $57,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 07/09/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly Auto-Apply 60d+ ago
  • Personal Banker

    PNC 4.1company rating

    Investment banker job in Decatur, IL

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Decatur, IL.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $44,720.00 - $57,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 10/23/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly Auto-Apply 13d ago
  • Financial Services Representative - State Farm Agent Team Member

    Josh Brown

    Investment banker job in Lincoln, IL

    Benefits: Competitive salary Opportunity for advancement Training & development Job Title: Sales Lead Developer Join the Adventure with Josh Brown at State Farm! Are you ready to launch your career in a dynamic and fun environment? Do you have a passion for helping people and a knack for sales? If so, we want YOU to be a part of our team at State Farm in Lincoln Park, under the inspiring leadership of Josh Brown! What You'll Do: Drive Sales: Assist in generating new leads and nurturing existing relationships. Your enthusiasm will help us connect with our community! Team Player: Collaborate with our team to develop creative marketing strategies that resonate with potential clients. Let's brainstorm some out-of-the-box ideas! Customer Service: Be the friendly face our customers can rely on. You'll provide top-notch service that turns inquiries into lifelong relationships. Growth Opportunity: This role isn't just a job; it's a stepping stone! You'll have the chance to develop your skills and eventually become a fully licensed State Farm Sales Agent. What We're Looking For: A positive attitude and a willingness to learn. Excellent communication skills-both written and verbal. A self-starter who thrives in a fast-paced environment. Previous sales or customer service experience is a plus, but not required! Why Join Us? Fun Work Environment: We believe work should be enjoyable! Join a team that values laughter and creativity. Growth Potential: Your journey starts here! We'll support you as you work toward becoming a licensed agent, with all the training and mentorship you need. Community Focus: Be a part of something bigger by helping local families protect what matters most to them. Ready to Start Your Adventure? If you're excited about this opportunity and eager to contribute to a thriving team, please apply! Let's make a difference together-one policy at a time! Compensation: $18.00 - $20.00 per hour My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Glenview, IL and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $18-20 hourly Auto-Apply 9d ago
  • Patient Financial Services representative Greeley Family Medicine Clinic

    Banner Health 4.4company rating

    Investment banker job in Banner, IL

    Primary City/State: Greeley, Colorado Department Name: C/P-Grly Summit View PCP-Clini Work Shift: Day Job Category: Revenue Cycle Estimated Pay Range: $18.02 - $27.03 / hour, based on location, education, & experience. In accordance with State Pay Transparency Rules. A rewarding career that fits your life. Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, apply today. For 2025, Banner Health was named to Fortune's Most Innovative Companies in America list for the third consecutive year and named to Newsweek's list of Most Trustworthy Companies in America for the second year in a row. We're honored to be recognized for our commitment to the latest health care advancements and excellent patient care. As a Patient Financial Services Rep with Banner's Family Medicine Clinic, Greeley, you will be responsible for running insurance eligibility and benefits to determine amounts due, collecting payments, checking patients in and out, scheduling appointments, as well as other administrative duties as needed. Location: Banner Health Clinic Family Medicine Summit View (2001 70th Ave, Suite 200) Schedule: Monday - Friday, 8:30am-5:30pm with a 1 hour lunch break and some Saturdays from 8am-12pm See the Benefits Guide under the Total Rewards section of this posting, to learn more about our great benefit package! If interested, apply today! At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care. POSITION SUMMARY This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines. CORE FUNCTIONS 1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary. 2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations 3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families. 4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes. 5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits. 6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS. 7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws. 8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc. 9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient's care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors. MINIMUM QUALIFICATIONS High school diploma/GED or equivalent working knowledge. Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently. Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required. Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. An Arizona Criminal History Affidavit must be signed upon hire. PREFERRED QUALIFICATIONS Work experience with the Company's systems and processes is preferred. Previous cash collections experience is preferred. Additional related education and/or experience preferred Anticipated Closing Window (actual close date may be sooner): 2026-05-07 EEO Statement: EEO/Disabled/Veterans Our organization supports a drug-free work environment. Privacy Policy: Privacy Policy
    $18-27 hourly Auto-Apply 11d ago
  • Financial Representative Career Changer Opportunity

    Dorner District-Northwestern Mutual 3.1company rating

    Investment banker job in Bloomington, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to three of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need. Our thriving offices are located: 301 North Neil Street, Suite 501, Champaign, IL 61820 102 South East Street, Bloomington, IL 61701 410 Fayette, Peoria, IL 6160 Follow this link to hear more about our 2030 Vision: ***************************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kurt Dorner, Managing Director: Time with NM: 22 years Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years. Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way. Jennifer Ronk, Director of Selection: Time with NM: 3 years Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites. Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced. Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management: Time with NM: 13 years Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college. Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews. Nick Ryba, Financial Advisor: Time with NM: 3 years Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients. Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: **************************** Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $29k-42k yearly est. 12d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Central Illinois 4.5company rating

    Investment banker job in Lincoln, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Central Illinois! At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team. Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you. Our thriving offices are located: Lincoln office: 2201 Woodlawn Road Lincoln IL 62656 Pittsfield office: 311 W Washington Street Pittsfield IL 62363 Jacksonville office: 606 E State Street Jacksonville IL 62650 Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor: Time with Northwestern Mutual: 22 years Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science. Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board. Eli Cook Growth and Development Director: Time with Northwestern Mutual: 11 years Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since. Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting. Brent Shunk Private Wealth Advisor: Time with Northwestern Mutual: 38 years Previous Experience: Brent has spent his entire career with Northwestern Mutual. Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night. Austin Shunk Private Wealth Advisor: Time with Northwestern Mutual: 13 years Previous Experience: Austin has built his entire professional career with Northwestern Mutual. Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking. Sheila Davidsmeyer Financial Advisor: Time with Northwestern Mutual: Over 27 years Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University. Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $41k-63k yearly est. 5d ago
  • Relationship Banker II Float | North Water/Decatur

    First Busey Corporation 4.5company rating

    Investment banker job in Decatur, IL

    The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services. Duties & Responsibilities Customer Service & Relationship Building Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Identify customer needs and offer solutions through the bank's products and services. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Resolve customer concerns and issues promptly, ensuring a positive experience. Sales & Referrals Promote and cross-sell bank products. Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate. Account Management Open and manage a variety of accounts. Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers. Provide assistance with and support for online banking services and digital banking tools. Loan & Credit Processing Refer clients with credit needs to the appropriate banker or line of business. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift. Compliance & Risk Management Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions. Maintain confidentiality of customer information and ensure compliance with privacy regulations. Monitor for potential fraud or suspicious activity, following bank procedures to address issues. Operational Support Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports. Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards. Travel between the Champaign/Urbana branches. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions The basic tenets of lending and assessing a customer's financial needs Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Explain products and services to current and potential customers In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: Requires a High School diploma. 2 years of banking experience with lending responsibilities required 1 year of previous training and/or combination of mentorship, military or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$21/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $18-21 hourly Auto-Apply 60d+ ago
  • Personal Banker

    PNC Financial Services Group, Inc. 4.4company rating

    Investment banker job in Decatur, IL

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Decatur, IL. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. * Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. * Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $44,720.00 - $57,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 10/23/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly 60d+ ago
  • Personal Banker

    PNC 4.1company rating

    Investment banker job in Decatur, IL

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Decatur, IL. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. + Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. + Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. + Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video (*************************************************************************************************************************** . **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs **Work Experience** Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: $44,720.00 - $57,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 10/23/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly 60d+ ago
  • Patient Financial Services Representative Pediatric ENT

    Banner Health 4.4company rating

    Investment banker job in Banner, IL

    Primary City/State: Mesa, Arizona Department Name: C/P-CCMC ENT-Clinic Work Shift: Day Job Category: Revenue Cycle Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, we want to hear from you. Come join our team at Banner Pediatric Specialists - ENT Clinic. We are looking for a dedicated and compassionate Patient Financial Service Rep to join our great team of health care professionals. Our team is pediatric centered seeing patients from birth up to 18. We are committed to providing high quality medical care to all our patients. As a Medical Assistant in our clinic, you will have the opportunity to learn from pediatric ENT specialists and work side by side with experienced back office staff members. Our clinic has a team approach where you will be able to partner with all providers and the clinic nurse to provide excellent patient care. Here at our Banner Pediatric ENT Clinic we embrace a fun family atmosphere where we encourage our team members to learn and grow. We are open M-F with no evenings or weekend hours. We thrive on a positive atmosphere that seeks to go above and beyond for each patient every time. We are looking for someone not only focused on patients as the number one goal but also a team player. A smile and greeting goes a long way in this position as you are a first impression. Patient experience and the front desk interaction has targets and goals for us to meet. Having knowledge of insurances, collecting time of service payments, and a focus on revenue cycle is very important in this role. Shift: Mon-Fri 9:00am-5:30pm At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care. POSITION SUMMARY This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines. CORE FUNCTIONS 1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary. 2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations 3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families. 4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes. 5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits. 6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS. 7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws. 8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc. 9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient's care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors. MINIMUM QUALIFICATIONS High school diploma/GED or equivalent working knowledge. Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently. Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required. Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. An Arizona Criminal History Affidavit must be signed upon hire. PREFERRED QUALIFICATIONS Work experience with the Company's systems and processes is preferred. Previous cash collections experience is preferred. Additional related education and/or experience preferred EEO Statement: EEO/Disabled/Veterans Our organization supports a drug-free work environment. Privacy Policy: Privacy Policy
    $31k-37k yearly est. Auto-Apply 10d ago
  • Financial Representative Entry Level

    Dorner District-Northwestern Mutual 3.1company rating

    Investment banker job in Champaign, IL

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need. Our thriving offices are located: 301 North Neil Street, Suite 501, Champaign, IL 61820 102 South East Street, Bloomington, IL 61701 410 Fayette, Peoria, IL 6160 Follow this link to hear more about our 2030 Vision: ***************************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kurt Dorner, Managing Director: Time with NM: 22 years Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years. Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way. Jennifer Ronk, Director of Selection: Time with NM: 3 years Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites. Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced. Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management: Time with NM: 13 years Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college. Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews. Nick Ryba, Financial Advisor: Time with NM: 3 years Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients. Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: **************************** Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $29k-43k yearly est. 1d ago

Learn more about investment banker jobs

How much does an investment banker earn in Bloomington, IL?

The average investment banker in Bloomington, IL earns between $80,000 and $277,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Bloomington, IL

$149,000
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