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Investment banker jobs in Indiana

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  • Financial Representative Trainee (Sales) - Indianapolis, IN

    Mutual of Omaha 4.7company rating

    Investment banker job in Indianapolis, IN

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 1d ago
  • Future Positions

    Reveal Risk

    Investment banker job in Carmel, IN

    Job Description Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork. If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise. What We Look For: Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more. A proactive and solution-oriented mindset, with a passion for simplifying complex challenges. Team players who thrive in dynamic, collaborative environments. Why Join Us? Be part of a boutique firm where your contributions make a direct impact. Work with a team of passionate experts dedicated to delivering exceptional client results. Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth. Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future! Ready to Connect? Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking. Powered by ExactHire:156623
    $57k-103k yearly est. 10d ago
  • Financial Representative | Springfield, IL

    RK Partners 4.6company rating

    Investment banker job in Indiana

    Job DescriptionAbout the job The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. Experience in the Finance and Insurance industry - for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Responsibilities Work with current or new members to provide them information about the financial services their families could utilize. Networking with individuals throughout the community. Continuously prospecting in order to secure appointments. Participating in mentor-lead appointments. Asking customers for favorable introductions. Engaging in personal observation through the community. Participating in fraternal activities. Benefits and Perks Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives
    $26k-34k yearly est. 10d ago
  • Financial Representative - Crown Point, IN

    Empire Growth Partners/Northwestern Mutual

    Investment banker job in Crown Point, IN

    Job DescriptionFinancial Representative As business owners, Financial Representatives at Northwestern Mutual - Crown Point help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $34k-66k yearly est. 3d ago
  • Intern, Electronic Banking, South Bend, IN (Summer 2026)

    1St. Source Bank 4.3company rating

    Investment banker job in South Bend, IN

    The Electronic Banking Intern will support the Bank's digital strategy by conducting primary and secondary research on Gen Z client behaviors, preferences, and expectations. This intern will analyze how younger clients (and potentially more importantly those that are not yet clients) interact with digital banking tools, identify usability and communication gaps, and present actionable recommendations that support future design and engagement improvements. In addition to their individual project work, the intern will gain direct exposure to the core disciplines within Electronic Banking, including Support Operations, Harvester Optimization, Reporting and Analytics, and Enterprise Projects. This rotational experience will provide a holistic understanding of how digital banking functions as an integrated operation serving both clients and internal partners. Essential Requirements * Conduct qualitative and quantitative research on digital banking experiences among Gen Z users (e.g., peer surveys, focus groups, app reviews). * Benchmark other community banks and fintechs to identify best practices for mobile and online banking engagement. * Summarize findings and present actionable recommendations to the Electronic Banking leadership and Marketing teams. * Regular and predictable attendance is an essential requirement of the position. * Responsible for the completion of all compliance training related to the position. Internship Basics * 10-to-12-week summer duration desired, flexible start and end dates. * 40-hour anticipated work week, Monday through Friday. * On-Site in South Bend, IN. * Paid opportunity. * Program Activities: Orientation Kick-off and networking opportunities with other Interns, Colleagues and Senior Management. Intern Program Activities (anticipated, subject to change) * Orientation Kickoff. * Networking opportunities to connect you with other Interns, Colleagues and Senior Management. * Exposure to Digital Banking operations, reporting, and client experience initiatives * Hands-on Gen Z research project: develop and execute peer insights survey, summarize key findings * Capstone presentation of recommendations to the Electronic Banking leadership team Experience/Skills * High School Diploma/GED required. * Pursuing bachelor's degree in Business, Marketing, Data Analytics, Management Information Systems, or related field. * Interest in banking, digital user experience, financial technology, or customer behavior research. * Experience or coursework in survey design, data visualization, or UX research preferred. * Strong communication and storytelling skills - ability to translate data into actionable insights. * Proficiency in MS Office software (Excel, Word) is essential. * Good organizational skills. * Analytical and problem-solving skills with attention to detail. * Able to prioritize workload and manage multiple competing tasks and demands. * Ability to meet deadlines. * Good written and verbal communication skills. 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 to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
    $27k-32k yearly est. 44d ago
  • Private Client Banker - Indianapolis/Carmel Area - Indy Northwest

    JPMC

    Investment banker job in Indianapolis, IN

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $34k-68k yearly est. Auto-Apply 60d+ ago
  • Prime Time Banker

    Centier Bank 4.0company rating

    Investment banker job in Merrillville, IN

    Starting Pay Rate is Based on Experience - Minimum Hourly Rate: $22.65 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. Supervisory Responsibilities: Yes Summary: As the front-line client ambassador for Centier, the Universal Banker is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance. The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow. Essential Duties and Responsibilities: Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner. Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business. Understand, promote, and advise on the bank's products, services and digital delivery channels. Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds. Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error. Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department. Maintain a position of trust and responsibility by keeping all customer business confidential. Handle and resolve client problems and complaints in a quick and efficient manner. Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault. Assist associates with balancing their drawers and locating errors. Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager. Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system. Engage in personal development activities such as online learning and internal/external training to assist in career growth. Identify and act on opportunities to refer clients to specialists in other lines of business. Perform PA's, aisle time, and other promotional activities (if applicable). Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy. Follow Centier's Mission, Essentials of Excellence and Values in all interactions. Additional Duties: Ability to use independent judgement and safe and sound decision making to limit risk to both clients and the bank. Demonstrated experience properly opening and closing branch facility. Cultivate strong relationships with clients, among associates, between branches and departments, and with external companies and organizations. Assist with the development and implementation of strategies to meet or exceed branch goals to increase market and wallet share. Purposefully participate in and assist with overseeing the Servant Sales process per established guidelines. Serve clients by counseling them on their financial needs, complete account openings, and originating/closing loans. Compile consumer loan applications and see requests through entire process to closure or denial and properly handle client communication. Other Duties and Responsibilities: The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. Mentor fellow associates on various tasks and assignments. Available to work evenings, some weekends and at other branches as needed. Skills and Experience: Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems. Proofread and verify written materials. High attention to detail to ensure accuracy. Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems. Make texture judgments in verifying the authenticity of currency. Ability to work well with others and in a team environment. Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions. Consultative skills to identify a client's financial needs and recommend solutions. Adopt new technology, system conversions and software rollouts to successful implementation. Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals. Assist management with operational duties including transaction approvals, lunch schedules, signing official checks, and other duties deemed necessary to maintain a sales and operational balance. Demonstrated ability to work and lead within a team environment. Train associates as a Branch New Account Mentor and successfully onboard them to serve clients at the desk. Demonstrated comprehension of consumer credit including loan to value, debt to income, and credit reports. Demonstrated ability to assist with observing, coaching, and training to enhance associate growth and development. Minimum Qualifications: High School diploma 3+ years previous banking New accounts, lending, and teller experience 2+ years proven sales experience What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************. Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC
    $22.7 hourly Auto-Apply 20d ago
  • Private Banker

    Angott Search Group

    Investment banker job in Carmel, IN

    Angott Search Group is proud to partner with a $9 billion, relationship-driven regional bank in the search for an experienced Private Banker to join their growing wealth and commercial banking team. This is an excellent opportunity for a client-focused professional to deliver personalized financial solutions to high-net-worth individuals and business owners while leveraging the strength, sophistication, and stability of a premier Midwestern institution. Key Responsibilities: Develop and manage relationships with high-net-worth clients and business owners Deliver tailored banking, credit, and wealth management solutions Partner with internal experts across lending, investments, and deposits to meet client needs Proactively identify opportunities to deepen client relationships and attract new business Qualifications: 5+ years of experience in private, commercial, or relationship banking Strong credit acumen and financial advisory skills Proven success in business development and client relationship management Bachelor's degree in Business, Finance, or related field preferred
    $34k-68k yearly est. 60d+ ago
  • SPECIALTY BANKER

    Hard Rock International (USA), Inc. 4.5company rating

    Investment banker job in Gary, IN

    Job Description The incumbent in this position is responsible for providing superior service to both the internal and external guest. The incumbent is also responsible for performing varied cashier functions in a pleasant, efficient, and honest manner. Responsibilities (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) Responsible for the daily cage deposits. Acceptance of hard and soft count drops daily. Replenishment of window and change attendant banks. Maintain paperwork as specified in the company's internal controls in regards to marker, front money, key control. Performs all other related and compatible duties as assigned. This position may be assigned to any area within the Cage. Functions involving Marker Bank, Fill Bank, Employee Services Bank and Main Bank. Appropriately documenting all movement of assets specific to the area assigned. Pit related transactions including but not limited to fill requests (fills and credits). Acceptance of document transfers and dealers toke process. Slot related transactions to include but not limited to manual jackpots, jackpot payouts requiring multiple types of payment, slot markers, slot toke process. Deposit preparation to include but not limited to cash, cash equivalents, markers, personal checks Accepting and processing wire transfers and cash equivalents as outlined in the standard operating procedures. Servicing employees for retail, food and beverage and slot floats to perform their duties. All additional assignments requested by cage supervisor and above. Well groomed, in appropriate uniform, and on time for assigned areas. Adheres to all Indiana Gaming Regulations NON-ESSENTIAL JOB FUNCTIONS Attend seminars when needed. Qualifications EDUCATION AND /OR EXPERIENCE REQUIREMENTS: (Related education and experience may be interchangeable on a year for year basis) High school degree or equivalent preferred. ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc.): Must obtain and maintain all licenses / certifications per Federal, State, and Indiana Gaming Commission. Must successfully pass background check. Must maintain strict confidentiality relative to financial data and casino policies. Must successfully pass drug screening. Must comply to all Indiana Gaming Commission regulations. Must comply to Internal controls and Standard Operating Procedures Must comply with AML/Title 31 regulations. Must comply with all company policies and procedures. Must be twenty-one (21) years of age. KNOWLEDGE OF: Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook, and Power-Point. Basic math skills. 10-Key calculator. Prior cashier or teller experience preferred. ABILITY TO: Be flexible to work varying shifts and time schedules as needed. This position spends time on the Casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume. Communicate effectively with outside contacts and all levels of team members. Review, comprehend, analyze, and assimilate reports, information generated on and by the computer and other necessary documentation. Obtain and maintain all appropriate licenses / certifications per Federal, State, and Gaming regulations. Balance bank at end of shift. Identify and accurately cash different denominations of gaming tokens, cash currency, checks, etc. Stand 100% of the time in a noisy environment. Lift depending on tasks assigned.
    $31k-45k yearly est. 4d ago
  • SPECIALTY BANKER

    Seminole Hard Rock Hotel & Casino 4.0company rating

    Investment banker job in Gary, IN

    The incumbent in this position is responsible for providing superior service to both the internal and external guest. The incumbent is also responsible for performing varied cashier functions in a pleasant, efficient, and honest manner. Responsibilities (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) * Responsible for the daily cage deposits. * Acceptance of hard and soft count drops daily. * Replenishment of window and change attendant banks. * Maintain paperwork as specified in the company's internal controls in regards to marker, front money, key control. * Performs all other related and compatible duties as assigned. * This position may be assigned to any area within the Cage. * Functions involving Marker Bank, Fill Bank, Employee Services Bank and Main Bank. * Appropriately documenting all movement of assets specific to the area assigned. * Pit related transactions including but not limited to fill requests (fills and credits). * Acceptance of document transfers and dealers toke process. * Slot related transactions to include but not limited to manual jackpots, jackpot payouts requiring multiple types of payment, slot markers, slot toke process. * Deposit preparation to include but not limited to cash, cash equivalents, markers, personal checks * Accepting and processing wire transfers and cash equivalents as outlined in the standard operating procedures. * Servicing employees for retail, food and beverage and slot floats to perform their duties. * All additional assignments requested by cage supervisor and above. * Well groomed, in appropriate uniform, and on time for assigned areas. * Adheres to all Indiana Gaming Regulations NON-ESSENTIAL JOB FUNCTIONS * Attend seminars when needed. Qualifications EDUCATION AND /OR EXPERIENCE REQUIREMENTS: (Related education and experience may be interchangeable on a year for year basis) High school degree or equivalent preferred. ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc.): * Must obtain and maintain all licenses / certifications per Federal, State, and Indiana Gaming Commission. * Must successfully pass background check. * Must maintain strict confidentiality relative to financial data and casino policies. * Must successfully pass drug screening. * Must comply to all Indiana Gaming Commission regulations. * Must comply to Internal controls and Standard Operating Procedures * Must comply with AML/Title 31 regulations. * Must comply with all company policies and procedures. * Must be twenty-one (21) years of age. KNOWLEDGE OF: * Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook, and Power-Point. * Basic math skills. * 10-Key calculator. * Prior cashier or teller experience preferred. ABILITY TO: * Be flexible to work varying shifts and time schedules as needed. * This position spends time on the Casino floor and is subject to varying levels of crowds and noise, and the severity of which depends upon guest volume. * Communicate effectively with outside contacts and all levels of team members. * Review, comprehend, analyze, and assimilate reports, information generated on and by the computer and other necessary documentation. * Obtain and maintain all appropriate licenses / certifications per Federal, State, and Gaming regulations. * Balance bank at end of shift. * Identify and accurately cash different denominations of gaming tokens, cash currency, checks, etc. * Stand 100% of the time in a noisy environment. * Lift depending on tasks assigned. Additional Details The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of team members assigned to this job. The Team Member understands that employment with the Company is at-will and that no express and/or implied contract of employment exists unless it is in writing and signed by your Department Head. The Team Member further understands that conditions may require the Company to modify this Job Description and that the Company reserves the right to exercise its discretion to make such changes.
    $35k-42k yearly est. Auto-Apply 39d ago
  • Banker I

    Citizens Bank 3.7company rating

    Investment banker job in Mooresville, IN

    Job Description Summary of Job Responsibilities: Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud. Essential Duties: Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank. Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity. Cross-sells bank services in accordance with individual and branch performance goals. Operates in a team environment and provides excellent customer service. Responsible for the completion of tasks necessary to secure company assets. Uphold the customer and employee service standards established Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards. Skills and Abilities Required: The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers. Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps. Ability to exercise critical thinking skills. Preference of one year of experience in a consultative sales environment. Minimum Requirements: A high school diploma or equivalent. The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations. Successful completion of credit check, drug screen, and background check. Flexible schedule Monday-Friday and Saturday morning availability. Two years of customer service experience OR completion of internal Banker Pathway I. Working Conditions: Minimum discomfort from noise, heat, dust, and other causes. Required to stand for long periods when providing customer services Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk. The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
    $38k-60k yearly est. 23d ago
  • Financial Services Representative

    Worldacceptance

    Investment banker job in Bedford, IN

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-19 hourly Auto-Apply 28d ago
  • Main Banker- Starting at $15/hr

    Full House Resorts 3.2company rating

    Investment banker job in Rising Sun, IN

    Essential Job Functions: Accept Live Gaming Device Fills and Credits, BVU and Electronic Gaming Device drop after count/verification. Post bets from patrons and redeem Sports Wagering Operations tickets or vouchers. Reviews and files CTR and SARC under Title 31 Re-impressment of windows and banks in the cashier cage areas. Exchanges from all cashier cage areas. Impresses and exchanges for the Food and Beverage Department. Accepts and verifies Food and Beverage drops. Responsible for preparation of bank deposits, and ordering of funds needed. Ensures excellent relations both external and internal. Responsible for inventory and accountability of all funds. Accepts chip credits from window cashiers. Reconcile fill bank. Inputs openers and closers in the LGS computer system. Must have ability to meet tasks and responsibilities as assigned by the Marine and/or Security departments during times of emergency or otherwise, as required of the crew of a Coast Guard certified vessel. Other Job Functions: Perform miscellaneous duties as assigned. All other duties as assigned with the normal operation of a cashier's cage. Job Qualifications: Experience Required: One year experience in a cashiers cage or bank preferred, money handling experience imperative. Education Required: High school diploma or equivalent preferred. Skills, Knowledge and/or Abilities Required: Basic mathematics skills and computer skills, ability to effectively interact with people. Licenses, Certifications, Bonding, and/or Testing Required: Indiana Gaming Commission Occupational License - Level 2. Other Specialized Requirements: Ability to remain in one position for long periods of time, ability to lift 25 pounds frequently, ability to work any shift.
    $32k-38k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Bryan Jackson-State Farm Agent

    Investment banker job in Jeffersonville, IN

    Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Bryan Jackson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $30k-46k yearly est. 31d ago
  • Financial Services Representative (retirement planning)

    Jurs Insurance and Financial Services Inc.

    Investment banker job in Carmel, IN

    Job DescriptionDescription: Are you driven by a highly competitive compensation structure, while serving your community and helping others? Is securing your financial independence and inspiring others to do the same important to you? Are you a competitive person who loves to win? Whether you are new to insurance sales or an experienced financial professional looking to accelerate your career, joining Adam Jurs State Farm at one of our two locations in Carmel, or Greenfield, will help you start the career you deserve. Make a difference in your community by guiding people through their retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not like the others. You will learn from one of the top Agents in the Country and will be given all of the tools needed to be successful. Your compensation will be based on your performance. Leads will be given, as well as we will teach you how to prospect appropriately, with no gimmicks or 'buy your own leads'! 1st year: $65000 - $85,000 3rd year: $85,000 - $125,000 5th year: $150+k+ Requirements: As an Agent Team Member, you will receive... Simple IRA 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Comprehensive on-the-job training Get paid to learn Base plus commission plan Growth potential/Opportunity for advancement within my agency RESPONSIBILITIES: Prospect, acquire, service and develop existing and new financial service business QUALIFICATIONS: Must be willing, or already have obtained your IN Life & Health Insurance License. Licensing for new Industry hires will be paid for Must be willing to learn our proven needs-based system and sell with the utmost integrity at all times If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
    $30k-48k yearly est. 2d ago
  • Intern, Electronic Banking, South Bend, IN (Summer 2026)

    1St. Source 4.3company rating

    Investment banker job in South Bend, IN

    The Electronic Banking Intern will support the Bank's digital strategy by conducting primary and secondary research on Gen Z client behaviors, preferences, and expectations. This intern will analyze how younger clients (and potentially more importantly those that are not yet clients) interact with digital banking tools, identify usability and communication gaps, and present actionable recommendations that support future design and engagement improvements. In addition to their individual project work, the intern will gain direct exposure to the core disciplines within Electronic Banking, including Support Operations, Harvester Optimization, Reporting and Analytics, and Enterprise Projects. This rotational experience will provide a holistic understanding of how digital banking functions as an integrated operation serving both clients and internal partners. Essential Requirements Conduct qualitative and quantitative research on digital banking experiences among Gen Z users (e.g., peer surveys, focus groups, app reviews). Benchmark other community banks and fintechs to identify best practices for mobile and online banking engagement. Summarize findings and present actionable recommendations to the Electronic Banking leadership and Marketing teams. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Internship Basics 10-to-12-week summer duration desired, flexible start and end dates. 40-hour anticipated work week, Monday through Friday. On-Site in South Bend, IN. Paid opportunity. Program Activities: Orientation Kick-off and networking opportunities with other Interns, Colleagues and Senior Management. Intern Program Activities (anticipated, subject to change) Orientation Kickoff. Networking opportunities to connect you with other Interns, Colleagues and Senior Management. Exposure to Digital Banking operations, reporting, and client experience initiatives Hands-on Gen Z research project: develop and execute peer insights survey, summarize key findings Capstone presentation of recommendations to the Electronic Banking leadership team Experience/Skills High School Diploma/GED required. Pursuing bachelor's degree in Business, Marketing, Data Analytics, Management Information Systems, or related field. Interest in banking, digital user experience, financial technology, or customer behavior research. Experience or coursework in survey design, data visualization, or UX research preferred. Strong communication and storytelling skills - ability to translate data into actionable insights. Proficiency in MS Office software (Excel, Word) is essential. Good organizational skills. Analytical and problem-solving skills with attention to detail. Able to prioritize workload and manage multiple competing tasks and demands. Ability to meet deadlines. Good written and verbal communication skills. 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 to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
    $27k-32k yearly est. 43d ago
  • Financial Representative - Mishawaka, IN

    Empire Growth Partners/Northwestern Mutual

    Investment banker job in Mishawaka, IN

    Job DescriptionFinancial Representative - Mishawaka, IN As business owners, Financial Representatives at Northwestern Mutual - Mishawaka, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $35k-69k yearly est. 28d ago
  • Banker I

    Citizens Bank 3.7company rating

    Investment banker job in Mooresville, IN

    Summary of Job Responsibilities: Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud. Essential Duties: Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank. Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity. Cross-sells bank services in accordance with individual and branch performance goals. Operates in a team environment and provides excellent customer service. Responsible for the completion of tasks necessary to secure company assets. Uphold the customer and employee service standards established Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards. Skills and Abilities Required: The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers. Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps. Ability to exercise critical thinking skills. Preference of one year of experience in a consultative sales environment. Minimum Requirements: A high school diploma or equivalent. The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations. Successful completion of credit check, drug screen, and background check. Flexible schedule Monday-Friday and Saturday morning availability. Two years of customer service experience OR completion of internal Banker Pathway I. Working Conditions: Minimum discomfort from noise, heat, dust, and other causes. Required to stand for long periods when providing customer services Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk. The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
    $38k-60k yearly est. 60d+ ago
  • Private Client Banker - Crawfordsville - Crawfordsville, IN - Indy Southwest

    JPMC

    Investment banker job in Crawfordsville, IN

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $34k-66k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Investment banker job in New Albany, IN

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 2d ago

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