Investment Banker Jobs in Maryland Heights, MO

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

About the job Fortune 1000 Company that went public in 2010 on the NYSE. Role Description This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained. Qualifications Excellent communication and interpersonal skills Ability to work independently and manage time efficiently Willingness to obtain all State and Federal Licensure Must pass a background check Located in the US

We are seeking a talented individual to join the U.S. Investments team at Mercer. This role can be based in Atlanta or St. Louis, and it is a hybrid role that has a requirement of working at least three days a week in the office. As an Alternatives Investment Associate, you will have the opportunity to work as part of our Alternatives team within the Office of the Chief Investment Officer, serving Mercer's larger discretionary and advisory institutional client base. The investment professional will bring best in class services to clients across the alternatives landscape. Supporting the U.S. Alternatives Investment Directors in the development of client strategy, asset allocation, advisory, or outsourced fiduciary implementation requirements across private equity, private credit, real assets, and hedge funds. The role will involve working with clients (in conjunction with the U.S. Alternatives Investment Directors and the alternatives asset class specialist teams) on mandate design, manager selection, and portfolio construction within Mercer's investment governance framework. We will count on you to: * Support the investment team's investment efforts by incorporating the investment process, from portfolio construction, forward calendars, investment pacing, strategy implementation and presentation, and performance reporting * Collaborate with senior investment professionals to identify and assess potential investment risks and opportunities * Support creation of alternatives market slides to be used in marketing presentations and provide regular updates for market information that goes to various clients and prospects to establish Mercer as a market leader * Run unplanned projects independently, seeking guidance where required, and proactively identify and manage value-added ad hoc projects * Contribute to and promote Mercer's external image and develop relationships in the investment management community * Knowledge of our data analytics platform and practices, while applying critical thinking to the findings and deliverables for clients * Consistently present with accuracy, quality, and timeliness for deliverables, whether quantitative or qualitative What you need to have: * BA / BS degree in finance, economics, or other business-related areas * 3+ years of experience in financial services, ideally in alternatives * Strong verbal/written communication skills to create and present information to the Alternatives Investment Directors and Consultants, and create client deliverables * Ability to work with a range of institutional client types (e.g. insurance companies, endowments and foundations, healthcare institutions, public and corporate pensions, wealth management, etc.) * Project management skills to balance working on multiple projects at once * Exhibit ability to focus analysis on most critical items and clearly articulate findings * Strong knowledge of data tools and proficiency in Excel What makes you stand out? * Prior experience working with alternatives asset classes (private equity, private credit, real estate, infrastructure and hedge funds) * CFA, CAIA, Series 7, or Series 63 * Prior experience in working with institutional investors Why join our team: * We help you be your best through professional development opportunities, interesting work and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Job Details Warrenton, North - Warrenton, MO Full Time High School Day BankingDescription Community Banker III Make a Positive Impact First State Community Bank is seeking a quick learning, positive and energetic individual with a strong work ethic for a Community Banker III position. You'll be the jack-of-all-trades. The go-to-person for completing transactions or opening accounts. For many FSCB customers, you're the helpful, friendly face of the bank. People will turn to you for deposits and check-cashing, but they'll also turn to you for answers. Our best Community Bankers know their customers, understand their financial needs, and provide the right solution. They can seamlessly move from simply cashing a check to opening a business checking account. Responsibilities in Accordance with Our Corporate Values Professionalism Works as part of a team to create exceptional customer experiences Is a consistent advocate and ambassador of FSCB corporate values both inside and outside the bank Accountability Build trust with customers by accurately and efficiently processing transactions Initiative Develop and maintain accounts for new and existing customer relationships Adaptability Constantly seek to improve the financial health of customers through the recommendation and education of FSCB products that meet their needs What You Can Expect Competitive pay and benefits package - with variable compensation program based on team performance 401(k) with generous employer match benefit Helpful, qualified, and available leadership A caring, stable working environment Qualifications High School Diploma or Equivalent Prior cash handling experience preferred Prior sales experience a plus Exceptional customer service skills Strong communication skills General clerical and office technology skills Qualifications Additional Information Being a First Stater..... Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization. Do you have what it takes to be a First Stater? Make a Difference - Apply Now! First State Bancshares, Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.

A successful Financial Services Representative (Banker) is an integral part of the Credit Union and will need to know or become familiar with many facets of the banking industry. They will need to build and maintain strong member relationships. They will perform branch lead responsibilities, along with applying Member Service skills, and giving positive feedback to their teammates. A Financial Services Representative will play a key role in assisting the branch in growing membership and business by supporting leads driven by the Branch Manager and Credit Union sales team. They receive and process membership, checking and loan applications, open new services, determine member needs and cross-sell additional financial services. They will also complete routine teller transactions as required by branch availability. Requirements The Position * Focus on the member, providing efficient service and creating a positive, actively engaged experience while assisting in accurate completion of financial transactions * Provide quality counsel to members and recommend appropriate products and services to meet their needs * Answer all inbound calls and correspondence responding promptly to all member questions, concerns and inquiries * Cross-sell additional products and services to members * Make outbound calls and contacts with members and potential members to discuss promos and account services * Balance cash drawer when scheduled at a teller station and make settlement of the day's activities * Verify day-to-day ATM deposits and balance when necessary * Utilize and maintain personal contact queue in Contact Management Systems * Ensure members are aware of all terms, conditions and collateral held on the note and disclosure when disbursing loan funds * Maintain member and credit union confidentiality at all times * Organize, maintain, and audit assigned reports * Open and audit New Accounts and create Share Certificates * Knowledge of our Loan Products, IRA/HSAs, Debit card disputes, ACH disputes * Handle Special Account items for members * Ensure completion of monthly branch organization report list * Communicate with members and potential members via different technology methods such as chat and video chat * Operate ITM and cash recycler * Assist in training new Member Services Reps * Verify day-to-day night deposit drops The Candidate * Well-developed interpersonal skills and the ability to effectively communicate with others in person & remotely * Working knowledge of all credit union products and services, including, but not limited to credit granting criteria, documentation required for each type of loan and the computation of interest rates * The ability to evaluate problems and make independent decisions following established credit union policies and procedures * Must be enthusiastic, self-motivated and member service oriented * Ability to handle a fast-paced environment and multi-task * Ability to operate computer applications * Notary and Medallion certified, or able to become certified ASAP * High school diploma or equivalent * Experience in a customer service position, preferably in a financial institution, which included duties such as operating and balancing a cash drawer and/or providing face-to-face customer assistance preferred, but not required * Willing to work flexible hours, including Saturdays * Must have reliable transportation * Must be able to stand, walk, bend, stoop/crouch/squat, use hands or fingers repetitively, reach at or below shoulder level and twist at waist * Must be able to exert up to 10lbs of force, occasionally, to lift, carry, push, move and pull objects * Light work usually requires walking or standing frequently * The physical requirements noted are representative of those that must be met by an employee successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. DisclaimerThe above statements are intended to describe the general nature and level of work being performed by individual(s) assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified We are an EEO employer as defined by the EEOC

About Us: At Synergy Wealth Solutions, we believe that true financial success is achieved through a holistic approach that transcends traditional boundaries. By embracing this philosophy, we empower you to navigate your financial journey with clarity, confidence, and purpose. Let us embark together on a path towards financial prosperity that is as unique and dynamic as you are. Make an impact - starting with your own life. This is a career move that could redefine everything You know that restlessness you feel? Perhaps it's an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful . Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it's happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you've considered business ownership, then start your business with us As a Financial Services Representative, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: - Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind - Follow a well-defined career path that integrates education with mentorship and teaming opportunities - Benefit from a culture of innovation that embraces growth and the changes that come with it - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership - Have a voice - your contributions and input matter - Experience the power of flexibility - and the freedom to design your work and your life the way you envision How will you build your business? You will… - Establish networks and cultivate referrals - Develop and maintain long-term relationships with clients - Provide financial solutions through fact gathering and needs analyses - Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? - A strong relationship-builder who takes a client-first approach - A connector with people, a connector of people - A dedicated worker: independent, self-motivated and goal oriented Contact us today to discuss a change to work that can have great impact.

Job Details 7-Highland - Highland, IL $15.50 - $19.00 Hourly Classification: Non-Exempt / Hourly Job Type: Full-Time Reports To: Highland Operations Officer ABOUT US: FCB Banks has been family owned and managed for more than three generations. Our original banks opened in New Baden and Albers in 1901 and customers quickly associated FCB with quality service, competitive rates, and personal customer care. These qualities became the pillars of our business when First Collinsville Bank opened in 1990 and we began expanding throughout the area. We streamlined and simplified banking operations and officially changed our name to FCB Banks in 2017. Today we have seventeen locations in sixteen wonderful towns serving customers in Illinois and Missouri. We pride ourselves on being locally owned and operated as well as a valued part of the community. Since 1901 our goal at FCB Banks has always been to provide exceptional service to our valued customers. JOB SUMMARY: A Personal Banker I processes all transactions accurately and efficiently in accordance with established policies and procedures. The successful Personal Banker I will be the “frontline” of our bank and plays a fundamental role in achieving our customer satisfaction and revenue growth objectives by cross-selling bank products and services. A Personal Banker I should have a professional appearance, customer-focused attitude and should be courteous, efficient, helpful, accurate, eager to learn and friendly. ESSENTIAL JOB DUTIES: Complies with all department and company policies, procedures and regulations and contributes to the fulfillment of department and company objectives and goals. Represents the bank in a manner than maintains and expands positive relations with all customers and potential customers. Greets the customers in a courteous manner, providing prompt and efficient service via lobby, drive-up and phone interactions. Observe details at close range (i.e. computer screen, currency, documents, and facial recognition) in order to process transactions and make decisions. Promotes the bank's products and services, answers customer inquiries and refers customers to the appropriate service area for issues that cannot be resolved at the teller line. Performs as a team member in allocating and coordinating workflow. Communicates information and ideas so others will understand and exchanges accurate information in these situations. Meets expectations for attendance and punctuality and maintains the highest level of confidentiality and professionalism. Maintains a clean, organized work area and contributes to the overall cleanliness of the bank and bank premises. Accurately and efficiently counts currency by hand. Processes consumer and commercial deposits, withdrawals and payments verifying endorsements, signatures, account balances and negotiability. Records and processes night deposits and bank by mail transactions, processes currency and coin change orders, assists customers with coin machine transactions and assists customers in retrieving and accessing safe deposit boxes. Maintains and balances an adequate cash drawer at all times; this includes buying, selling and transporting currency and coin from the vault, bundling and packaging currency and coin, turning in excess cash and mutilated as necessary, operating the cash recycler where applicable and recording and counting all denominations in accordance with bank procedures. Processes a variety of miscellaneous products and services, including but not limited to, issuing cashier's checks and money orders, redeeming savings bonds, processing collections items, processing utility payments, cashing third party checks, processing credit card cash advances, issuing prepaid cards, accepting property tax payments, renewing license stickers and conducting postal services, where applicable. Completes large currency transaction reports, monetary transaction logs, suspicious transaction reports and hold forms with assistance. Working knowledge of regulatory compliance, CIP policy, BSA policy, Regulation CC and CRA policy. May perform the following duties: Assist with opening and/or closing the bank Assist with reconciling and servicing the Automated Teller Machine(s) (ATM) Assist in verifying cash shipment from the Federal Reserve Balance teller ancillary services Checking and scanning teller work Additional duties as assigned TECHNICAL SKILLS NEEDED: Strong and professional communication skills (written, verbal, and listening) Time-management Customer Service - acknowledges, greets and responds quickly to customer needs; remains professional when dealing with challenging situations Attention to detail and accuracy Problem Solving - identifies and resolves problems timely Teamwork - contributes to building a positive team spirit Working understanding of the banking industry, regulations, policies and best practices Quick learner, detail-oriented and effective at managing and prioritizing multiple tasks Ability to work under pressure Friendly and approachable demeanor -- Ability to build and maintain relationships with clients and colleagues QUALIFICATIONS: High School Diploma, GED, or equivalent 1 - 3 years customer service experience 1 - 3 years cash-handling experience 1 - 3 years sales experience (preferred) WORKING CONDITIONS: Constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, calculators and fax machines Availability to work during bank operating hours (i.e. 7:45 am - 6:15 pm Monday through Friday and 7:45 am - 12:30 pm Saturdays). Full-Time requirement approximately 40 hours per week. Occasionally requires local travel including offsite trainings, meetings and temporary assignment to alternate locations While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to handle or feel, and reach with hands and arms. The employee regularly is required to lift up to 15 lbs. and occasionally required to lift up to 50 lbs. Ability to multi-task, work in a fast-paced, changing environment and maintain a commitment to accuracy and timeliness. Ability to follow policies, procedures and written instructions, as well as verbal instructions or directions from their supervisor. Ability to maintain confidentiality. BENEFITS: $15.50 - $19.00 per hour, eligible for performance-based bonuses and incentives Health, Dental, Vision Insurance for eligible employees Group Life Insurance 1x annual salary for eligible employees, 100% paid by the bank Long-Term Disability insurance for eligible employees, 25% paid by the bank Voluntary Life Insurance and Accidental Death and Dismemberment Insurance for eligible employees Flexible Spending Account (FSA) and Dependent Care Flexible Spending Account (DCFSA) Employee Assistance Program, Travel Assistance and Life Services Tool Kit for eligible employees Paid time off including Vacation, Personal, Sick and/or Flexible Leave for eligible employees Paid holidays, eleven annually, for eligible employees Partially paid Parental Leave for eligible employees 401(k) with company match for eligible employees DISCLAIMER: The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities. FCB Banks retains the right to change or assign other duties to this position. Qualifications Equal access to programs, services and employment opportunities is available to all persons without regard to age, ancestry, citizenship, status, color, physical or mental disability, genetic information, marital status, military status, national origin, race, religion, sex (including pregnancy), sexual orientation, or any other basis protected by federal, state, and/or local law. In accordance with the Americans with Disabilities Act and/or applicable state and local laws, applicants requiring reasonable accommodations for the application and/or interview process should notify the FCB Human Resources Department. Examples of reasonable accommodations include making a change to the application process; providing written materials in an alternate format such as braille, large print, or audio recording; using a sign language interpreter; using specialized equipment; or modifying testing conditions. Applicants have rights under Federal Employment Laws Equal Employment Opportunity Poster ************************************************************************************ Equal Employment Opportunity Supplement ******************************************************************************************************************* Family and Medical Leave Act (FMLA) ****************************************************************** Employee Polygraph Protection Act *****************************************************************

World Finance, winner of the Top Workplaces USA award three 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: $17 - $20 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. 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 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.

The individual in this position will be responsible for providing timely and high quality support to the retail areas. They will act as a floater for short and long term coverage in the teller, new accounts, or safe deposit in any of our branches. When coverage is not needed they will assist with projects and other administrative duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Perform all basic daily teller functions including deposits, withdrawals, cash checks, TTL processing, cash advances, selling money orders, cashier's checks, travelers checks and savings bonds. * Maintain an average or higher level of performance with regards to the Teller Performance guidelines and Teller Performance Standards. * Meet and /or exceed all Central Bank of St. Louis referral, sales and service goals. * Understand and adhere to all security-related policies and procedures with regards to cash handling, customer services and internal auditing. * Understand and enforce all bank policies, procedures, and governmental regulations to include BSA. * Have a thorough knowledge of the on-line teller system, banking system and new accounts system. * Perform all other job-related duties as they are assigned by the Supervisor or Branch Manager. * Open and close consumer and commercial accounts. * Prepare signature cards, resolutions, and other documents pertinent to the sales process. * Accept account maintenance requests from customers and complete necessary documentation. * Other Duties as assigned. * Travel from various branches to complete job assignments. * Understands and complies with all banking regulations, especially BSA/ AML as it pertains to job duties and responsibilities. ADDITIONAL DUTIES AND RESPONSIBILITIES: Assist others in the department/facility as needed and/or directed. May be assigned vault and/or ATM balancing responsibilities. May be assigned new account responsibilities. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.

What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You will Make an Impact (Principal Duties and Responsibilities) * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * Job Specifications (Knowledge, skills, and abilities normally required for competent performance in the job) * May also include: Personal characteristics of a successful candidate (Task-oriented, independent worker, assertive, creative, etc. * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries, preferred. * 1-year cash handling experience in a banking or retail environment preferred. * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment.

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. **Responsibilities** + Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. + Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. + Achieves specific sales goals on a daily, monthly, quarterly and annual basis. + Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. + Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. + Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels. + Works closely with clients and business partners to refer products and services to other business lines. + Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. + Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. + Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. + When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. + Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. + Protect all client and bank information confidentially and follow all company policies. + Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). + Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. + Working at the worksite during regular business hours and/or assigned hours. + Other specified duties as assigned. **Compensation & Benefits** The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: + Medical + Dental + Vision + 401(k) plan + Company paid life insurance + Short and Long-term disability insurance + Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. **Skills** + Strong written and verbal communication skills required. + Strong attention to detail and ability to complete work accurately. + Ability to organize work. + Strong sales skills. + Basic math skills including the ability to calculate figures and amounts such as cash back and percentages. + Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. **Education & Experience** + High school diploma, GED, or equivalent, required, Associate degree or higher preferred. + Previous banking experience preferred. + 6 months in a client service experience role preferred. + 6 months sales experience preferred. + Minimum 6 months cash handling experience preferred. + Ability to be NMLS licensed and registered and obtain a state notary license. **Physical Requirements** The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************

Scott Credit Union is looking to hire a full -time Financial Services Representative (FSR) to join our amazing Call Center team! This FSR position works Monday - Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs. **Training is to be completed in the first 60-90 days of employment at the Edwardsville, IL Home Office location. **Upon successful completion of training, qualifying employees may be eligible for remote/hybrid schedules. Purpose, Mission, Vision, Values At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team! Purpose: To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities. Mission: Members. Value. Community. Vision: Building Better Financial Futures. Values: Accountability - I take pride and ownership in all I do.Diversity - I support the diverse, equitable, and inclusive work environment that is fostered by Scott Credit Union.Growth - I will pursue professional development with the encouragement of Scott Credit Union.Integrity - I will maintain the highest ethical standards.Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise. Why You Should Join Our Team Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2024, the eleventh time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/. The Day to Day as a Call Center Financial Services Representative The Call Center FSR is responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. A typical day will look like: Processing basic financial transactions for members including such functions as balance inquiries, completing transfers and payments, issuing checks. Responding to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Operating computers to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Educating members and potential members on the products and services Scott Credit Union offers that may be of benefit. Makes referrals to the Loan Center, Mortgage Department or Retirement and Investment Services as needed. Performing such other member service functions that might be needed from time to time and assists others to complete tasks and work assignments. Performs such other duties as may be assigned by Team Leads or Manager. Are You a Good Fit? Ask yourself the below questions to help determine if this job is the right fit for you. Do you enjoy engaging with people and providing exceptional customer service? Are you detail-oriented and like working with numbers? Do you thrive in a fast-paced environment? Are you a positive person who enjoys working as part of a team? Do you enjoy working in a diverse environment with diverse members? Do you take pride and ownership in all that you do? Are you looking for a job where you can develop professionally? If you answered yes to these questions, we hope you apply! To Be Considered, You'll Need: High School Diploma or equivalent. Six months of call center experience OR Six months of financial institution experience. Personal computer experience, including Microsoft Office products. Pay Range: The typical pay range for this role is: $17.00 - $22.00 hourly. Are You Ready to Join Our Team? If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or a virtual interview to learn more about your experiences and qualifications. Contact Center customer service sales telecommunications customer support service representative

Ready to make a difference? As a Financial Aid Representative, you'll be the friendly face (and voice) that guides students, parents, and staff through the world of financial aid. From explaining the application process to offering advice on payment policies, your role is all about providing helpful, clear, and expert guidance. You'll be working closely with a fun and supportive team, all while collaborating with the Assistant Director to keep things running smoothly in the Financial Aid Office! What You'll Do: Be the go-to person for students, parents, and staff, helping them navigate financial aid requirements and eligibility with clarity and care. Conduct interviews with applicants and walk them through the ins and outs of the financial aid process. Help students find all available financial assistance, from federal to private sources, and encourage them to secure every possible resource. Represent the Financial Aid Office at fun events like visit days and high school presentations, helping spread the word about financial aid opportunities. Participate in interviews for new hires and grad assistants, plus contribute your ideas to policy discussions when invited by the Director. Keep all client-facing materials fresh and up-to-date, ensuring your colleagues and students have the best resources at their fingertips. If you're passionate about helping students and want to be part of a dynamic, fun team that makes a real impact, we'd love to have you on board! Apply today and help guide students toward a bright financial future! Minimum Acceptable Qualifications 1. Any one or combination totaling two (2) years (24 months) from the categories below: A. College coursework in any discipline, as measured by the following conversion table or its proportional equivalent: 30 semester hours equals one (1) year (12 months) Associate's degree (60 semester hours) equals eighteen months (18 months) 90 semester hours equals two (2) years (24 months) Bachelor's Degree (120 semester hours) equals three (3) years (36 months) B. Work experience performing office, business, or customer/relations activities. The Ideal Candidate Will Have: Strong understanding of professional judgment to adjust FAFSA information in response to dependency status appeals. In-depth knowledge of University, state, and federal financial aid programs, including eligibility criteria, application processes, and resolving inconsistencies in applicant information. Solid understanding of University payment policies and procedures. Basic knowledge of U.S. tax forms and their relationship to financial aid application information. Ability to counsel student borrowers on debt management, utilizing various online resources. Familiarity with Banner to accurately interpret and revise applicant records, including recalculating financial need. Proficient in using technology to access information sources and produce student correspondence via word processing and email programs. Working knowledge of the University and its systems to ensure smooth operations. If you're passionate about financial aid and helping students navigate their options, we'd love to have you on the team! What We Offer: Monday-Friday 8:00-4:30 (37.5 Hours Per Week) SIUE offers an exceptional array of benefits to all full-time and part-time employees (50% or more receive benefits accrued at the percentage of appointment) including: Medical, dental, and vision insurance University tuition waivers (full-time receive 100% waiver of tuition) Life insurance SURS retirement plan Supplemental retirement savings plans Paid vacation and sick leave accrual Generous holiday schedule/paid holidays WorkLife programs Employee Assistance Program (mental health and wellness) Employee discounts (local and national retailers) Flexible Spending Account Program Supplemental Information Civil Service Information: Civil Service Application - FAQs Application Instructions: How to Apply - Step by Step Illinois Residency Requirement: Pursuant to the State Universities Civil Service System, candidates must be a current Illinois resident. Classification: State Universities Civil Service System Classification Number: 0052 - SUCSS Classification Title. For more information on Civil Service classifications, please visit the State Universities Civil Service System website at: ************************************************************ Veterans: Veterans who qualify for preference must provide proof of eligibility within ten (10) working days of submitting an application. The required proof of eligibility includes, at a minimum, a copy of the veteran's DD214/DD215 form (Department of Defense), NGB22 form (National Guard), or Discharge Orders or DD256 Discharge Certificate (Reserves). For help in determining the appropriate proof of eligibility to submit, please refer to the Guide for Veteran Document Verification. Pre-Employment Screening: External candidates receiving a job offer must undergo pre-employment screening, including a criminal background check. For safety sensitive positions, a drug screen will also be required. Work Authorization Information: This position does not offer work authorization sponsorship. International students at SIUE on F-1 or J-1 visas are not eligible for full-time or part-time civil service positions with permanent status. F-1 and J-1 visa holders must be enrolled full-time and can only apply for temporary part-time roles working 20 hours or less per week during spring and fall semesters, such as student worker positions, assistantships, and civil service extra help roles. SIUE is a state university, and it's important to highlight that benefits from state-sponsored plans may not be accessible to individuals on F1 or J1 visas. Accommodation: If you are unable to utilize our online application system and need to request an accommodation, please reach out to us at ************ or via email at: ******************* EEO Statement Southern Illinois University Edwardsville is an equal opportunity employer and thus prohibits discrimination against employees, applicants for employment and students on the basis of age, color, disability, marital status, national origin, race, religion, sex, sexual orientation, or veteran's status. We value your interest and look forward to reviewing your application. For questions or more information, please email *******************.

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Position Summary: At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: * Use a consultative sales process to build a thorough customer profile and identify current and future financial needs. * Proficiently opens all deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc. * Analyzes and reviews legal documentation associated with opening accounts. * Originate consumer loan applications and assist in the processing of loan applications. * May originate Home Equity related products. * Review consumer credit report. * Maintain an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions. * Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. onsite presentations, business sales calls, community financial literacy events, etc.) as directed. * Establish close working relationships with assigned Business Partners (Treasury Management, Mortgage, Commercial and Investment), referring customers when appropriate to provide timely financial solutions. * Train and provide guidance to Universal Bankers on the account opening process to align with our sales and referral goals. * Support management in teaching and guiding Tellers on the sales and referrals goals. * Promote customer satisfaction with a friendly, helpful demeanor and professionalism. * Act with confidence by answering customer questions and owning customer issues. * Work independently to make sound decisions, while utilizing management as a resource when needed. * Maintain a position of trust and responsibility by keeping all business confidential. * Adhere to established policies and procedures while opening/servicing the full range of bank products. * Participate in the opening/closing process of the branch as directed by the Branch Manager. * Keep up to date on deposit services procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. * May manage a cash drawer and process transactions for customers as needed. * Complete other specified duties as assigned. SALES: * Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. * Ability to professionally represent First Mid in terms of appearance and verbal/written communication. * Consistently meet/exceed customer experience and individual/team production goals. Qualifications Education: * High School Diploma/GED required. Experience: * 3+ years experience in the financial industry. * Successfully completes required compliance and First Mid training curriculum to be proficient in the account opening and sales process. Advancement in this role will be based on management discretion. Skills: * Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. * Demonstrated ability to develop a working knowledge of branch policies and procedures in order to utilize good judgment in making sound decisions. * This position may require S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position * First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.) Are you interested in Personal Banker opportunities in the St Charles/St Peters area? About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and educate them on solutions to address those needs. As a Personal Banker, you'll: Receive the tools, resources, and training you need to be successful. Educate customers on a variety of retail products and digital solutions that enhance the customer experience. Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. Actively listen to our customers so you can make appropriate recommendations that match their needs. Establish relationships with internal departments and refer customers to bank specialists when complex financial needs are identified. Interact with customers both in person and through proactive phone calls to ensure we are meeting their financial needs. Be able to earn more than your base pay through our quarterly incentive program Essential Functions Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements Identify complex financial needs and refer customers to bank specialists when appropriate. Perform other duties as assigned Knowledge, Skills & Abilities Required Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. Ability to meet personal and branch sales and customer services expectations Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values Proficient with Microsoft Word, Excel and Outlook Education & Experience High School diploma or equivalent combination of education and experience required 1+ years sales or customer service experience required Experience working in an environment with individual and team sales goals preferred Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. **This job posting is for general interest only. You will be notified when opportunities are available** ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 6271 Mid Rivers Mall, St. Peters, Missouri 63304 Time Type: Full time

Community Banker I Make a Positive Impact First State Community Bank is seeking a quick learning, positive and energetic individual with a strong work ethic for a Community Banker position. Sure, you'll be helping customers complete transactions, but you'll also be helping them manage their day-to-day finances. For many FSCB customers, you're the helpful, friendly face of the bank. People will turn to you for deposits and check cashing - but they'll also turn to you for answers. Our best Community Bankers know their customers, understand their financial needs, and point them in the right direction. Responsibilities in Accordance with Our Corporate Values Professionalism * Build trust with customers by accurately and efficiently processing transactions Initiative * Constantly seek to improve the financial health of customers through the recommendation and education of FSCB products that meet their needs Adaptability * Use of logic and reasoning to find solutions and alternative approaches to problems Accountability * Work as part of a team to create exceptional customer experiences * To be a consistent advocate and ambassador of FSCB corporate values both inside and outside the bank What You Can Expect * Competitive pay and benefits package - with variable compensation program based on team performance * 401(k) with generous employer match benefit * Helpful, qualified, and available leadership * A caring, stable working environment Qualifications * High School Diploma or equivalent * Prior cash handling experience preferred * Prior sales experience a plus * Exceptional customer services skills * Strong communication skills * General clerical and office technology skills Qualifications Additional Information Being a First Stater . . . Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization. Do you have what it takes to be a First Stater? Make a Difference - Apply Now! First State Bancshares Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.

Full-time Description A successful Financial Services Representative (Banker) is an integral part of the Credit Union and will need to know or become familiar with many facets of the banking industry. They will need to build and maintain strong member relationships. They will perform branch lead responsibilities, along with applying Member Service skills, and giving positive feedback to their teammates. A Financial Services Representative will play a key role in assisting the branch in growing membership and business by supporting leads driven by the Branch Manager and Credit Union sales team. They receive and process membership, checking and loan applications, open new services, determine member needs and cross-sell additional financial services. They will also complete routine teller transactions as required by branch availability. Requirements The Position Focus on the member, providing efficient service and creating a positive, actively engaged experience while assisting in accurate completion of financial transactions Provide quality counsel to members and recommend appropriate products and services to meet their needs Answer all inbound calls and correspondence responding promptly to all member questions, concerns and inquiries Cross-sell additional products and services to members Make outbound calls and contacts with members and potential members to discuss promos and account services Balance cash drawer when scheduled at a teller station and make settlement of the day's activities Verify day-to-day ATM deposits and balance when necessary Utilize and maintain personal contact queue in Contact Management Systems Ensure members are aware of all terms, conditions and collateral held on the note and disclosure when disbursing loan funds Maintain member and credit union confidentiality at all times Organize, maintain, and audit assigned reports Open and audit New Accounts and create Share Certificates Knowledge of our Loan Products, IRA/HSAs, Debit card disputes, ACH disputes Handle Special Account items for members Ensure completion of monthly branch organization report list Communicate with members and potential members via different technology methods such as chat and video chat Operate ITM and cash recycler Assist in training new Member Services Reps Verify day-to-day night deposit drops The Candidate Well-developed interpersonal skills and the ability to effectively communicate with others in person & remotely Working knowledge of all credit union products and services, including, but not limited to credit granting criteria, documentation required for each type of loan and the computation of interest rates The ability to evaluate problems and make independent decisions following established credit union policies and procedures Must be enthusiastic, self-motivated and member service oriented Ability to handle a fast-paced environment and multi-task Ability to operate computer applications Notary and Medallion certified, or able to become certified ASAP High school diploma or equivalent Experience in a customer service position, preferably in a financial institution, which included duties such as operating and balancing a cash drawer and/or providing face-to-face customer assistance preferred, but not required Willing to work flexible hours, including Saturdays Must have reliable transportation Must be able to stand, walk, bend, stoop/crouch/squat, use hands or fingers repetitively, reach at or below shoulder level and twist at waist Must be able to exert up to 10lbs of force, occasionally, to lift, carry, push, move and pull objects Light work usually requires walking or standing frequently *The physical requirements noted are representative of those that must be met by an employee successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Disclaimer**The above statements are intended to describe the general nature and level of work being performed by individual(s) assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified We are an EEO employer as defined by the EEOC

: Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day. Role Description: This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven! Qualifications: Excellent analytical and problem-solving skills Effective communication and interpersonal skills Ability to build and maintain authentic, client relationships Life/Health Insurance, Series 7, Series 66 licensed within 12 months What You'll Do and How You'll Do It: Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts. Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events Complete licensing for advanced market planning 1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license Deep interest in building advisory plans for your clients Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed) Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle You are analytical, driven, and possess the grit needed to be successful in a sales role Why Join Us: We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company. Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.

World Finance, winner of the Top Workplaces USA award three 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. 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 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.