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.
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$57k-103k yearly est. 13d ago
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Private Client Banker - Keystone at the Crossing - Indianapolis, IN
Jpmorgan Chase & Co 4.8
Investment banker job in Indianapolis, IN
JobID: 210698266 JobSchedule: Full time JobShift: : 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 Bankerin 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: **************************************************************************
$40k-85k yearly est. Auto-Apply 10d ago
Hourly Trader
Acespower
Investment banker job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$50k-84k yearly est. Auto-Apply 60d+ ago
Hourly Trader
Alliance for Cooperativ
Investment banker job in Carmel, IN
Carmel, IN
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$50k-84k yearly est. Auto-Apply 60d+ ago
Banker I
Citizens Bank 3.7
Investment banker job in Greenwood, 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-61k yearly est. 7d 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 Bankerin 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
Financial Representative
Empire Growth Partners/Northwestern Mutual
Investment banker job in Indianapolis, IN
Financial Representative - Indianapolis, IN
As business owners, Financial Representatives at Northwestern Mutual Indianapolis, 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
$34k-66k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Elizabeth Marshall-State Farm Agent
Investment banker job in Indianapolis, IN
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.
Key Responsibilities:
Conduct policy reviews with existing customers to ensure they have proper liability coverage
Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
Provide tailored financial solutions based on customer needs
Work with scheduled appointments (approximately 15 per week, booked by another team member)
Maintain professionalism and strong customer relationships
Qualifications:
Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
Ability to obtain both Property & Casualty and Life & Health insurance licenses.
Strong communication and relationship-building skills.
Detail-oriented with a customer-first mindset.
Why Join Us?
Work with an established client baseno cold calling required
Supportive team environment with scheduled appointments
Opportunity to make a meaningful impact on clients financial security
Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financial services, wed love to hear from you!
$30k-48k yearly est. 19d ago
IN-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Investment banker job in Indianapolis, IN
Job Description
Financial Services Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
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. 4d ago
Personal Banker - Float
First Farmers Bank & Trust 3.5
Investment banker job in Kokomo, IN
Full-time Description
Personal Banker - Float
DEPARTMENT: Retail
CLASSIFICATION: Non-Exempt
REPORTS TO: Regional Branch Manager
SUPERVISES: None
First Farmers Bank & Trust has been proudly serving families, farms, and businesses since 1885, building relationships rooted in trust and community. With over 140 years of experience, we've grown to become one of the largest community banks inIndiana and Illinois, offering a full range of financial services-from personal and business banking to agricultural lending and mortgage solutions.
Our mission is simple: deliver personalized financial services while fostering strong relationships that help our communities thrive. We believe in combining today's digital banking convenience with the traditional values of integrity, perseverance, and customer care.
With 37 branches inIndiana and Illinois, we remain deeply committed to the communities we serve. Through initiatives like financial education programs, scholarships, volunteerism, and local partnerships, we investin what matters most-people.
At First Farmers, we also investin our employees. We offer competitive benefits, opportunities for professional growth, and a culture that values collaboration and community engagement. When you join our team, you're not just starting a job-you're joining a company built on heart and grit.
Position Summary:
The Personal Banker - Float is cross trained in all aspects of retail banking in order to provide the best customer experience in every interaction. This position is responsible for understanding all aspects of a client's banking needs. They are responsible for understanding branch operations as well as deepening customer relationships by offering value-added products and services as applicable. This position will process client transactions, open new accounts, and take/close loan applications at local branches.
Duties:
Processing customer transactions, such as, cashing checks, handling deposits, withdrawals, and cashier's checks.
Balance cash within teller drawer daily.
Manage and resolve all customer requests for updates, inquiries and any problems either in person or over the phone.
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.
Process cash advances; spring/fall property taxes; and wire transfers as needed.
Processing/Ordering checks and all related products for customers.
Provide quality customer service through knowledge of all bank products and services.
Expand and retain bank customer relationships while growing new relationship from prospective customers.
Educate new and existing customers about features and benefits of bank products and services. Proactively refer customers to appropriate personnel.
Conduct financial consultations with customers and take applications for all consumer loans including home equity line of credit applications.
Open all consumer and commercial deposit accounts while looking for opportunities to cross-solve potential financial needs.
Follow-up with all new accounts utilizing the 2-2-2 process.
Input and process all new deposit accounts, including customer verification through ChexSystems.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Notary Public duties.
Engage in personal development activities such as online learning and internal/external training to assist in career growth.
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.
Requirements
Relationships/Qualifications:
Responsible to the Regional Branch Manager for the fulfillment of duties assigned.
Skills needed include strong cash handling abilities, knowledge of appropriate government regulations, comprehensive knowledge of bank products, and operations.
Must have excellent communication and listening skills, a strong commitment to providing quality service, and attention to detail.
This position requires dedication to customer service, by responding in a professional manner to customer questions and problems.
Must have the ability to maintain confidentiality in daily operations and interactions with customers and work effectively in a team setting.
WORKING CONDITIONS:
Normal office environment
Extended viewing of computer screens
Moderate lifting up to 25 pounds
Repetitive hand and arm movement
Moderate business traveling
Benefits Overview:
At First Farmers Bank & Trust, we offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:
Health & Wellness
· Medical Insurance (eligible on date of hire) with options for High Deductible Health Plan (HDHP) and Co-Pay Plan
· Vision Coverage
· Dental Coverage
· Prescription Plan
· Wellness Incentive - earn up to $25 per pay period toward premium reduction
Financial Security
· Life & Accidental Death & Dismemberment Insurance - 100% employer-paid
· Short & Long-Term Disability Insurance - 100% employer-paid
· 401(k) Plan
· Profit Sharing Stock Option
· Health Savings Account (HSA) contributions for HDHP participants
Paid Time Off
· Vacation time
· Sick Time
· Personal Day
· 11 Paid Holidays
· Paid Bereavement
Additional Benefits
· Paid time to volunteer (when representing FFBT and supervisor approved)
· Voluntary Donated PTO Program
· Employee Assistance Program
· Travel Assistance Program
· Educational Assistance Program
· Corporate Discounts
· Employee Referral Program
· Stock Purchase Loan Option
· Retirement Plan Counseling
· Wellness Program
· Gym Reimbursement
· Employee Quarterly Recognition Program
· AFLAC supplemental benefits
· Cincinnati Life supplemental coverage
· Family Medical Leave
· Paid Bereavement Leave
· Maternity Leave Policy
$32k-39k yearly est. 27d ago
Financial Services Representative
Worldacceptance
Investment banker job in Muncie, 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 - $18
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.
$15-18 hourly Auto-Apply 8d ago
Personal Banker I
Citizens State Bank 3.4
Investment banker job in Rushville, IN
Job Description
This position provides a full range of personalized banking services to retail customers focused on a broad and ongoing relationship including: financial counseling, lending, and other financial needs. The Personal Banker will discuss personal financial needs of the customer and makes recommendations on how the financial institution can meet those needs. This person should approachable, friendly, accommodating and build enthusiasm among their team. The Personal Banker will listen to customers and employee needs and be willing to serve others through their work.
Primary Duties:
Customer Service
Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
Promote and cross-sell Bank products and services as appropriate to customer needs
Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts in order to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary.
Follow established security procedures, as well as ensure customer information is safeguarded and kept confidential at all times.
Assist customers as needed with ATM Machine
Cash Handling
Generate new business to assist in meeting profitability goals of the office.
Receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line terminal, as needed.
Cash checks and pay money from savings and checking account upon verification of signatures and customer account balances. Inspect all checks, bonds, money orders, savings withdrawals, to determine their negotiability.
Balances currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
Examines checks for endorsements and to verify other information, such as dates, bank names
Products and Services Knowledge
Has a good understanding of the bank products/services and the customer's current relationship, offers information on bank products and services that can benefit the customer and enhance their banking relationship. (Listens to the customer's needs and matches those needs to the bank's products and services resulting in referrals.)
Evaluate needs of potential customers and offer appropriate financial products and services. Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
Accounts include all deposit products including: Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions and contributions.
Refer and schedule appointments with Home Loan Originators/Business Development officers and also educate customers on various home loan products.
Professionalism, Experience and Training
High school diploma
Previous banking experience or customer service experience preferred
Successful completion of the CSB PB Career Path training courses
Clean and maintain work area, and professional attire
Comply and satisfactorily pass training for bank policy and regulatory compliance that apply to position.
Become a certified digital banking expert
Perform all duties of a PB.
Citizens State Bank also offers the following benefits:
Medical, Dental, Vision, Health Savings account
Wellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accounts
Short and Long Term disability (employer paid after 1 year)
401K retirement savings with employer match
Employee Relief Fund
Tuition reimbursement
Employee Assistance Program
Annual Employee Recognition
Company Logo Wear
Paid Holidays, PTO, Volunteer, Bereavement
$29k-38k yearly est. 22d ago
Private Client Banker - Towne and West Main - Carmel, IN
Jpmorganchase 4.8
Investment banker job in Carmel, 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 Bankerin 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: **************************************************************************
$39k-85k yearly est. Auto-Apply 2d ago
Banker I
Citizens Bank 3.7
Investment banker job in Greenwood, 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-61k yearly est. 7d ago
IN-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Investment banker job in Indianapolis, IN
Financial Services Sales Representative (1099)-Indianapolis, IN
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
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 Bankerin 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
Personal Banker I
Citizens State Bank 3.4
Investment banker job in Rushville, IN
This position provides a full range of personalized banking services to retail customers focused on a broad and ongoing relationship including: financial counseling, lending, and other financial needs. The Personal Banker will discuss personal financial needs of the customer and makes recommendations on how the financial institution can meet those needs. This person should approachable, friendly, accommodating and build enthusiasm among their team. The Personal Banker will listen to customers and employee needs and be willing to serve others through their work.
Primary Duties:
Customer Service
Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations.
Promote and cross-sell Bank products and services as appropriate to customer needs
Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts in order to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity.
Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary.
Follow established security procedures, as well as ensure customer information is safeguarded and kept confidential at all times.
Assist customers as needed with ATM Machine
Cash Handling
Generate new business to assist in meeting profitability goals of the office.
Receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line terminal, as needed.
Cash checks and pay money from savings and checking account upon verification of signatures and customer account balances. Inspect all checks, bonds, money orders, savings withdrawals, to determine their negotiability.
Balances currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
Examines checks for endorsements and to verify other information, such as dates, bank names
Products and Services Knowledge
Has a good understanding of the bank products/services and the customer's current relationship, offers information on bank products and services that can benefit the customer and enhance their banking relationship. (Listens to the customer's needs and matches those needs to the bank's products and services resulting in referrals.)
Evaluate needs of potential customers and offer appropriate financial products and services. Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
Accounts include all deposit products including: Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions and contributions.
Refer and schedule appointments with Home Loan Originators/Business Development officers and also educate customers on various home loan products.
Professionalism, Experience and Training
High school diploma
Previous banking experience or customer service experience preferred
Successful completion of the CSB PB Career Path training courses
Clean and maintain work area, and professional attire
Comply and satisfactorily pass training for bank policy and regulatory compliance that apply to position.
Become a certified digital banking expert
Perform all duties of a PB.
Citizens State Bank also offers the following benefits:
Medical, Dental, Vision, Health Savings account
Wellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accounts
Short and Long Term disability (employer paid after 1 year)
401K retirement savings with employer match
Employee Relief Fund
Tuition reimbursement
Employee Assistance Program
Annual Employee Recognition
Company Logo Wear
Paid Holidays, PTO, Volunteer, Bereavement
$29k-38k yearly est. Auto-Apply 50d ago
Personal Banker
First Farmers Bank & Trust 3.5
Investment banker job in Sheridan, IN
Full-time Description
Personal Banker
DEPARTMENT: Retail
CLASSIFICATION: Non-Exempt
REPORTS TO: Branch or Assistant Branch Manager
SUPERVISES: None
The Personal Banker is cross trained in all aspects of retail banking in order to provide the best customer experience in every interaction. This position is responsible for understanding all aspects of a client's banking needs. They are responsible for understanding branch operations as well as deepening customer relationships by offering value-added products and services as applicable. This position will process client transactions, open new accounts, and take/close loan applications.
Duties:
Processing customer transactions, such as, cashing checks, handling deposits, withdrawals, and cashier's checks.
Balance cash within teller drawer daily.
Manage and resolve all customer requests for updates, inquiries and any problems either in person or over the phone.
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.
Process cash advances; spring/fall property taxes; and wire transfers as needed.
Processing/Ordering checks and all related products for customers.
Provide quality customer service through knowledge of all bank products and services.
Expand and retain bank customer relationships while growing new relationship from prospective customers.
Educate new and existing customers about features and benefits of bank products and services. Proactively refer customers to appropriate personnel.
Conduct financial consultations with customers and take applications for all consumer loans including home equity line of credit applications.
Open all consumer and commercial deposit accounts while looking for opportunities to cross-solve potential financial needs.
Follow-up with all new accounts utilizing the 2-2-2 process.
Input and process all new deposit accounts, including customer verification through ChexSystems.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Notary Public duties.
Engage in personal development activities such as online learning and internal/external training to assist in career growth.
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.
Requirements
Relationships/Qualifications:
Responsible to the Branch or Assistant Branch Manager for the fulfillment of duties assigned.
Skills needed include strong cash handling abilities, knowledge of appropriate government regulations, comprehensive knowledge of bank products, and operations.
Must have excellent communication and listening skills, a strong commitment to providing quality service, and attention to detail.
This position requires dedication to customer service, by responding in a professional manner to customer questions and problems.
Must have the ability to maintain confidentiality in daily operations and interactions with customers and work effectively in a team setting.
WORKING CONDITIONS:
Normal office environment
Extended viewing of computer screens
Moderate lifting up to 25 pounds
Repetitive hand and arm movement
Moderate business traveling
$32k-39k yearly est. 35d ago
Financial Services Representative
Worldacceptance
Investment banker job in Martinsville, 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-$18
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.
How much does an investment banker earn in Lawrence, IN?
The average investment banker in Lawrence, IN earns between $82,000 and $278,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.